Most conversations start one of three ways. All three land with a CPA on this end of the line.
A complimentary 30-minute discovery call with a CPA. Pick a time on the calendar — same week typically available.
Book a time →Email or message form. A CPA reads every inquiry. Response within one business day — usually faster.
ronak@milestonecpas.com →For time-sensitive matters. The line reaches a real person during business hours, voicemail returned same day.
925-320-0309 →Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every inquiry — from new prospect to twelve-year client — gets a real response within one business day. Not an autoresponder. Not a "we will get back to you." A CPA, with a real read of your message and a real next step.
Visits are by appointment only — schedule a discovery call first, and we will set up the visit from there.
A 30-minute conversation with a CPA — not a sales call. We listen to what you have and what you want, ask the questions that determine scope, and tell you straight whether Milestone is the right fit. No pressure. If we are not the right firm, we will tell you who is.
Nothing required. If you want it to be efficient, having last year's return and a rough sense of where the friction is helps. But "I do not know what I need" is a totally valid place to start.
Yes — complimentary, no obligation. We do not bill discovery calls. Engagement only starts once we send a letter and you sign it.
NDAs are routine — we sign mutual NDAs before any discovery call where you want to share sensitive information. Many clients chose Milestone specifically for the discretion.
Yes — though selectively. Our flat-fee model only works when scope and fit are right for both sides. The discovery call is how both of us decide.
Inquiries during business hours typically answered within 2-4 hours. After-hours and weekends answered the next business morning. The one-business-day commitment holds in all cases.
A complimentary 30-minute call. Confidential, no obligation, and answered by a CPA. The conversation that decides what happens next.
