Milestone is led by Ronak Bhatt, CPA, MBA — a practitioner who left larger firms to build the kind of attentive, strategic practice that Bay Area founders, investors, and high-net-worth families deserve.
Larger firms tend to organize for volume. Strategy slips into form preparation, the partner who sold you on the relationship hands you off, and your most consequential financial decisions are made on a junior’s calendar.
Milestone was founded on a different premise. The same CPA who scopes your engagement handles your tax planning, signs your return, and takes your call at year-end. We keep the book of clients small enough that “we’ll get to it next quarter” is never the answer.
The result is a practice that’s deliberately boutique — and a working relationship that compounds in value the longer it lasts.
Your CPA is named, reachable, and the one signing your return. No team rotation, no junior intermediary.
We schedule the tax conversations — quarterly check-ins, mid-year projections, year-end planning. You don’t have to chase us.
Real estate, healthcare, tech founders, construction, consulting — we know the levers your industry actually has.
You’ll know what you’re paying for and why. No jargon walls, no surprise scope creep.
Most decisions we make together pay off over years, not quarters. We optimize for the position you want to be in at 65, not just April 15.
We turn business away to protect the quality of our existing relationships. Working with us means you’re actually known.
Tech founders, agency owners, consultants, MSPs, and service-business operators making real money and ready for strategic tax work.
Families with real estate portfolios, equity comp, trusts, and the multi-state exposure that comes with a meaningful Bay Area career.
Real estate investors, dental and medical practices, law firms, veterinary owners, and other professionals where industry expertise actually matters.
No pitch, no pressure — just a real discussion about what you’re working on, what’s blocking you, and whether Milestone is the right firm to help.
