White-glove tax strategy, accounting, and advisory exclusively for business owners, high-net-worth families, and trusts & estates.
You Work Directly with a CPA. Every Time.
Milestone works with you twelve months a year—engineering tax outcomes, building financial clarity, and making sure you never leave money on the table. White-glove service for business owners, high-net-worth families, trusts & estates, and nonprofits across the Tri-Valley and Bay Area.
You run a real business with employees, payroll, vendors, contracts and you need a CPA who understands your business. A strategic partner who keeps your books clean, your taxes optimized, and your entity structured for where you are going next.
You earn well. You invest aggressively. You own property, hold equity, and have a complex financial life. You deserve a CPA who coordinates your entire tax picture W-2s, K-1s, RSUs, rental income, investments, etc.
Someone trusted you to manage assets, distribute income, and fulfill fiduciary obligations. We handle Forms 706, 709, and 1041 with precision, coordinate with your estate attorney, and help you navigate the $15 million exemption.
We don’t aim to be the biggest firm. We aim to be the most trusted CPA for the clients we serve.
Flat-Fee Pricing, Always
We do not run a meter. Every engagement is scoped, quoted, and agreed to upfront. You will never open an invoice and wonder what happened. If your situation changes mid-year and requires more work, we talk about it first. Always.
You Work Directly with a CPA.
No seasonal preparers. No offshore teams. No junior staff handling your file while the partner plays golf. When you call Milestone, you reach the CPA who knows your name, your business, your tax history, and your goals.
24-Hour Response Guarantee
Not a target. Not a goal. A guarantee. Every email, every call, every portal message—answered within one business day since the firm was founded. Ask our clients.
Year-Round Strategic Partnership
Other CPAs file your return in April, send an invoice, and vanish. We review your estimated payments quarterly, flag planning opportunities as they arise, and adjust your strategy every time your life changes.
Most CPA firms treat tax prep, bookkeeping, and advisory as separate engagements with separate teams. We integrate them into a unified financial strategy so that your tax planning informs your business decisions, your accounting informs your tax planning, and nothing falls through the cracks.
Year-round tax engineering — not just compliance. From individual and business returns to estates, trusts, nonprofits, and private clients. We plan forward, not backward.
Monthly bookkeeping, outsourced controller and CFO services, audit preparation, and financial reporting systems that give you real-time clarity and scale with your growth.
Some decisions define the next decade. These moments deserve more than a quick conversation. They deserve modeling, analysis, and experience navigating transitions.
Industries We Serve With Specialized Expertise
Job costing, project cash flow, equipment depreciation, and WIP tracking — we help you stay profitable and compliant.
Bookkeeping, payroll, and tax planning tailored to private practices. Focus on your patients, we manage your numbers.
We specialize in financial reporting and advisory for therapists, addiction recovery programs, and counseling centers.
From billable hour reconciliation to 1099s and contractor tracking, we help you stay on top of your business every year.
Maximize ROI with strategic 1031 exchanges, cost segregation studies, and LLC structures for your investments.
We help veterinarians track expenses, manage growth, and improve profitability — without sacrificing time with patients.
Law firms, IT consultants, marketing agencies, engineering firms, architects, and contractors all share one thing: the right tax structure can save you tens of thousands of dollars a year, and the wrong one is silently costing you.
We provide accurate accounting and bookkeeping services, helping you make informed decisions. We help construction companies and subcontractors maintain profitability, manage risk, and meet deadlines with confidence.
We work with rental property owners, multifamily investors, commercial operators, and fund managers on cost segregation studies, real estate professional status qualification, entity structuring, and long-term portfolio tax optimization.
We understand the complexities of running a private practice. We offer tax-efficient strategies, payroll and bookkeeping services, and practice performance insights to help optimize revenue while staying compliant.
From maintaining tax-exempt status to ensuring proper fund tracking and donor transparency, the financial structure of a nonprofit must be both technically sound and mission-aligned.
If your financial life is complex and the stakes are high, we’re here to help you move forward with clarity and confidence.
