Serving Dublin, CA
A Tri-Valley boutique CPA firm working with Dublin tech families, Patelco-area professionals, real estate investors, and the growing small business community along I-580 and I-680.
Who we serve in Dublin
We work with the businesses, executives, practices, and families that define Dublin’s economy — not the generic small business average.
RSU and ESPP planning, ISO exercises, and multi-year strategy for households at Salesforce, Workday, Patelco, and Bay Area tech employers.
Cost segregation, 1031 exchanges, REPS status, and California passive loss rules for Tri-Valley landlords and investors.
S-corp setup, payroll, outsourced accounting, and quarterly tax planning for Dublin retail, services, and professional firms.
529 contributions, FAFSA-friendly comp structures, gift tax, and multi-generational tax strategy.
Why this matters
Dublin is one of the fastest-growing cities in California — young, dual-income, tech-employed households with rising equity, growing families, and increasingly complex tax pictures. We specialize in the moves Dublin households actually need: RSU planning, real estate, and Section 529.
What we do
Federal + California returns, multi-state K-1s, and quarterly projections so April is not a surprise.
Monthly close, payroll, and CFO-level reporting for Dublin businesses doing $500K–$10M.
Schedule E discipline, 1031 coordination, cost segregation, and rental P&L by property.
Entity selection, comp design, reserves planning, and quarterly reviews.
RSU, ESPP, ISO/NQSO planning and AMT modeling for Dublin tech professionals.
Gift tax returns, irrevocable trust filings, and coordination with your estate attorney.
What you can expect
You work with a CPA, not an associate.
Scoped upfront and committed in writing.
Response within one business day.
Quarterly planning — not just at deadlines.
Our approach
Engagements move in a defined sequence — no surprises, no scope creep, no wondering what comes next.
Step 01
30-minute consult to understand your situation. No pitch. We give you a clear read on whether we are a fit.
Step 02
Audit current tax, entity, and accounting structure. Identify the leverage points generic firms miss.
Step 03
Year-round tax plan and quarterly cadence — projections, estimates, and proactive moves before year-end.
Step 04
Compliance, advisory, and 24-hour response. You always work with a CPA — never an associate.
Working with Milestone
Milestone is a boutique CPA practice serving the Bay Area from Pleasanton. Founder Ronak Bhatt, CPA spent years inside a Big Four firm and corporate finance before opening a practice for clients who want strategic work, not bureaucracy.
Every Dublin client engagement is CPA-led from the first conversation through year-end. We deliberately stay small — flat-fee pricing, scoped engagements, one-business-day responses, and quarterly planning that catches what generic firms miss.
Ronak Bhatt
CPA · Founder · Milestone CPAs
Related insights
Plain-English writing on tax strategy, real estate, healthcare practices, and the moves Bay Area business owners and families actually need.
Recent: Home Health Agency Tax Strategy: PDGM Cash Flow, AB 5, and Surety Bond Amortization · Med Spa Tax Strategy: MSO/PC Structure, Injectables Inventory, and §179 on Lasers · PT, OT, and Speech Therapy Practice Tax Strategy: The Moves Generic CPAs Skip
Frequently asked
California tax is genuinely different — AB 150 PTET, $800 LLC franchise tax, R&D conformity, multi-state nexus, and Bay Area real estate rules trip up online providers. A local Tri-Valley CPA who knows Dublin specifically is faster, more accurate, and catches things national platforms miss.
Yes. RSU and equity comp planning is one of our core competencies. We model vesting waterfalls, supplemental withholding shortfalls, AMT exposure on ISOs, 10b5-1 timing, and the multi-year strategy that follows a meaningful liquidity event.
Yes. We handle entity structure, S-corp setup, payroll oversight, monthly accounting, and quarterly tax planning. Most clients run businesses doing $500K to $10M in revenue across retail, services, healthcare, real estate, and professional firms.
Flat-fee and scoped in writing before work begins. You will know what you are paying before you sign.
Built for Dublin
If you run a business, a practice, or a household in Dublin, let’s start with a 30-minute conversation. No pitch — just a clear read on whether what we do matches what you need.
