Comprehensive CPA Solutions for Individuals and Businesses
At Milestone CPAs, we take the stress out of tax season. Our firm provides comprehensive tax preparation and planning services for individuals, families, and businesses in Pleasanton, CA and beyond. Whether you’re looking to file a simple return or manage complex business taxes, our experienced team is here to ensure accuracy, maximize deductions, and keep you compliant. Our seasoned tax professionals and CPAs offer year-round support for individuals, entrepreneurs, and high-net-worth clients.
Individual Tax Preparation
We handle all types of personal tax returns. Whether you’re a W-2 employee, self-employed, or have investments, we help you navigate your tax situation with ease. We help you understand how life changes impact your taxes.
Tax Planning & Strategy
We develop customized, forward-thinking tax strategies to help individuals and businesses minimize their tax liabilities. Our proactive approach ensures you’re making informed financial decisions throughout the year—not just at tax time.
Business Tax Preparation
We handle all types of business tax filings, including C-Corps, S-Corps, partnerships, and LLCs. Our expert preparation ensures you stay compliant while taking advantage of all available deductions and credits.
IRS Representation & Audit Support
If you’ve received a letter from the IRS or are facing an audit, we’ll represent you and communicate directly with the agency. We’ll ensure your rights are protected and guide you through every step of the process.
Nonprofit Tax Services
We help nonprofits maintain their tax-exempt status with accurate Form 990 filings and compliance support. Our services ensure your mission stays on track without tax issues.
Trust & Estate Tax Returns
We provide tax planning and filing for estates and trusts to help preserve wealth and ensure smooth transitions. Our services are designed to minimize tax burdens while ensuring legal compliance.
Personalized Tax Planning and Compliance Strategies
We work closely with you to understand your unique financial situation and develop a personalized tax plan that aligns with your objectives. This proactive approach reduces last-minute stress and helps you keep more of what you earn.
