Milestone CPAs was founded by Ronak Bhatt, CPA, MBA, after more than a decade in public accounting. Over the years, he recognized a consistent gap in the industry: a lack of genuine partnership.
Most CPA firms are built on a high-volume model take on as many clients as possible, prepare returns, send the bill, and move on. In that process, clients are often left feeling like just another number.
So Ronak created the firm he wished existed a selective, high-touch practice where every client relationship is treated as a strategic partnership, not a transaction. That means flat-fee pricing, year-round access, and direct CPA involvement on every engagement. Most importantly, it means a proactive approach to tax planning, so there are no surprises when April arrives.
At Milestone CPAs, we intentionally serve fewer clients so we can invest more deeply in each relationship. We believe your CPA should be someone you can call without hesitation which is why we don’t bill by the hour. And because meaningful tax strategy doesn’t happen in a rush, we work with our clients throughout the year, not just during filing season.
The result is a firm that operates more like a family office than a traditional CPA practice delivering clarity, strategy, and confidence at every stage. Our clients don’t just see the difference – they feel it from the very first conversation.
At the core of Milestone’s work is a simple idea: every number represents a decision, and every decision should serve a larger purpose. Clients come to us for technical excellence; they stay because they feel seen, understood, and well‑advised. We intentionally serve a select client base. This allows us to be responsive, thoughtful, and deeply invested in every relationship.
Step 1: Discovery
We begin with a confidential, one-on-one consultation where we review your income sources, business entities, investment portfolio, estate structure, and tax history.
Step 2: Strategy
Based on what we learn, we build a personalized tax and financial plan aligned with your specific goals — whether that’s optimizing your portfolio, or preserving multi-generational wealth.
Step 3: Execution
Strategy without execution is just a conversation. We implement every recommendation with clear timelines, documented deliverables, and regular progress updates.
Step 4: Advisory
Tax law changes. Businesses grow. Families expand. We monitor it all — and we reach out to you when something changes that affects your position, before problems arise.
Ronak is a licensed Certified Public Accountant and holds an MBA with 15+ years of experience advising closely held businesses, real estate investors, high-net-worth families, trusts and estates, and nonprofit organizations.
His clients know him for three things: he picks up the phone, he finds money other CPAs leave on the table, and he plans twelve months ahead so tax season is never a scramble.
Areas of deep expertise: Strategic tax planning for high net worth individuals | Multi-entity tax structuring for business owners | S-Corp elections and retirement plan optimization for professional service providers | 1031 exchange planning and compliance | Trust and estate tax planning including the $15M OBBBA exemption | Nonprofit tax compliance (990, 990-PF, 990-T) and governance consulting | Financial systems design for growing service businesses.
Credentials: Certified Public Accountant | MBA | Member, CalCPA | Member, AICPA
We intentionally serve a select client base, which allows us to remain deeply responsive, thorough, and invested in every relationship.
Closely held businesses, S-Corps, partnerships, and multi-entity operators in construction, healthcare, professional services, and real estate.
Individuals and families with $500K+ household income, investment portfolios, real estate, equity compensation, and philanthropic interests.
Trustees, executors, and families navigating estate administration, fiduciary tax obligations, and generational wealth transfer. Especially during an emotionally sensistive period.
Tax season is not a season here. We work with you twelve months a year.
Every client works directly with a CPA—not a call center, not an associate, not an AI chatbot.
Every engagement is priced upfront. No hourly billing. No surprise invoices. Ever.
We limit our client base so every relationship gets the depth it deserves.
We are selective about who we work with — because that’s how we maintain the quality our clients expect. The conversation starts here.
