At Milestone CPAs, our tailored business advisory services empower business owners with the financial insight and strategic planning needed to build, grow, and protect their companies. When you partner with us, you gain more than accounting expertise — you gain a trusted advisor dedicated to helping you make smarter decisions at every stage of your business journey.
Exit Strategies
Planning your business exit is just as important as building it. Our team helps you develop exit strategies that minimize tax liabilities, maximize value, and position you for a smooth and profitable transition, whether through sale, succession, or merger.
Forensic Accounting Services
Our experienced forensic accountants uncover financial irregularities, identify fraud, and track hidden assets. We assist businesses with internal investigations and support legal proceedings such as divorce settlements with clear, accurate financial evidence.
Incorporation and New Business Advisory
Starting a business? We guide you through entity selection, help you establish the right structure, and set up efficient accounting systems that promote sustainable growth. From choosing between an LLC, S Corp, or C Corp to tax planning, we set you up for long-term success.
Your Trusted Advisors for Sustainable Business Success
Milestone Certified Public Accountants Inc. is a CPA firm in Pleasanton, CA, dedicated to providing comprehensive accounting, advisory, and tax services to help individuals and businesses achieve their goals.
6200 Stoneridge Mall Road Suite #300
Pleasanton, CA 94588
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