Whether you need tax planning, accounting support, or business advisory services, our team is ready to help. Milestone CPAs is conveniently located in Pleasanton, CA, and proudly serves clients throughout the Tri-Valley and Bay Area. Reach out today to schedule your consultation.
Get in Touch
Please find our contact information below, and we look forward to hearing from you and discussing how we can help you achieve your financial goals. Prefer online scheduling? Use our consultation request form and we’ll follow up promptly.
ronak@milestonecpas.com
925-320-0309
Have questions about working with Milestone Certified Public Accountants? Our FAQ section answers your top inquiries about tax, accounting, and business advisory services. Serving Pleasanton, CA and the Tri-Valley.
We serve high-net-worth individuals and families, doctors, dentists, veterinarians, real estate investors, and service-based business owners. Our clients are typically in Pleasanton, the Tri-Valley (Dublin, San Ramon, Danville, Livermore), and throughout the Bay Area, though we also serve clients remotely across California. Most have household incomes above $500K or business revenues above $1M, with financial situations that are too complex for a generalist tax preparer.
Three things set us apart. First, we limit our client base intentionally so every relationship gets genuine attention — not the assembly-line treatment you’d get at a large firm. Second, we specialize in specific industries (healthcare, real estate, professional services) so our advice is precise, not generic. Third, we operate year-round as a proactive financial partner, not just a seasonal tax filing service.
Yes — this is one of our core focus areas. We work with physicians, surgeons, general dentists, dental specialists, and veterinary practice owners on entity structuring, equipment depreciation planning under Section 179, defined benefit plans, Solo 401(k) optimization, practice acquisition advisory, and exit or succession planning. We understand the financial DNA of healthcare practices in a way that most general CPA firms do not.
Absolutely. We work extensively with real estate investors on 1031 exchange planning, cost segregation studies, real estate professional status qualification, passive activity loss optimization, short-term rental tax strategy, and multi-entity structuring for rental portfolios. Whether you own a few Bay Area rental properties or a multi-state portfolio of 50+ units, we tailor strategy to your specific situation and California tax exposure.
Our office is at 6200 Stoneridge Mall Road, Suite 300 in Pleasanton, CA 94588. We serve clients throughout the Tri-Valley — Pleasanton, Dublin, San Ramon, Danville, and Livermore — as well as across the Bay Area. We also work with clients remotely throughout California using our secure client portal, encrypted document sharing, and video conferencing.
It depends on the complexity of your financial situation, but we provide a clear, written fee proposal before any engagement begins. There are no surprise invoices and no hourly billing games. We offer a complimentary initial consultation where we assess your needs, explain what we’d recommend, and give you an upfront price — before you commit to anything.
Local CPA Firm in Pleasanton, CA | Serving the Tri-Valley Area
Your financial clarity begins with a conversation. Whether you need tax preparation, bookkeeping, payroll, or CFO-level guidance, Milestone CPAs is here for you.
