Whether you’re starting a new venture or evolving your current business structure, the decisions you make today can significantly impact your success. At Milestone CPAs, we offer comprehensive business formation and restructuring services to help entrepreneurs, startups, and growing businesses build a strong, scalable, and tax-efficient foundation.
We take the guesswork out of choosing the right entity type — whether it’s an LLC, S-Corp, C-Corp, or partnership — and ensure your structure supports your operational goals, minimizes liability, and maximizes tax benefits.
You’re growing quickly and need a more scalable structure
You’re taking on investors or business partners
You want to reduce personal liability
You need to optimize tax treatment or avoid double taxation
You’re preparing for a merger, acquisition, or exit
You’re shifting from a sole proprietorship to a more
Our Business Formation & Restructuring Services Include:
With Milestone CPAs, you can be confident that your business is structured for success. We provide the expertise and support you need to navigate the complexities of business formation and restructuring. Our services include:
Entity selection and setup (sole proprietorship, partnership, LLC, corporation)
EIN Registration & Legal Filings
Business restructuring and reorganization
Operating Agreement & Bylaws Drafting
Restructuring for Growth or Exit
S-Corp Elections & Conversions
State & Local Compliance Guidance
Setting the Right Foundation for Success
Launch or optimize your business with Milestone CPAs’ Business Formation and Restructure services. We guide you through entity selection, compliance, and strategic planning.
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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