The savings come from a small number of decisions made before deadlines lock. Three structured sessions a year cover almost all of it.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Prior 3 years of returns reviewed against current strategy. Multi-year tax map built. First planning session within 30 days.
Three formal planning sessions per year + on-demand email access for time-sensitive decisions (big property purchase, RSU sale, entity move). The 11 months between returns are where the savings live.
I was an outlier for our last firm — too complex for their template, too small for their attention. Milestone built me a three-year tax map and walked me through it. Last year alone they timed a 1031 exchange, restructured my LLC stack, and saved me $94K against what last year's CPA would have filed.
— Real Estate Investor, Bay Area
7-property portfolio · Milestone tax planning client since 2024
Tax prep = filling out the return for what already happened. Tax planning = structuring the year so the return reflects what you wanted. Most CPA firms only do prep — we lead with planning, and prep is the byproduct.
For most Bay Area professionals and business owners, around $250K of combined income. Below that, the structural moves matter less; above that, planning typically saves multiples of the engagement fee.
Yes — return preparation is included in any planning engagement. One CPA team running both planning and prep means nothing gets lost between firms.
1031 exchanges, cost segregation, opportunity zone investments, REPS qualification, depreciation strategy — all routine. About 30% of planning engagements include significant real estate components.
Annual return prep + three formal planning sessions + on-demand access throughout the year + year-end strategy memo. Typical fee: $4,500–18,500/year depending on complexity. Quoted upfront.
Yes — and we encourage it. We do not give investment advice (that is your advisor's job), but we coordinate the tax implications of recommendations made on the financial planning side. About 60% of our planning clients have a separate financial advisor.
A complimentary 30-minute call. Bring your last 2 years of returns — we will tell you straight whether year-round planning would actually save you money or whether you are already optimized.
