Serving San Ramon, CA
A boutique CPA firm just down 680 from Bishop Ranch. We work with San Ramon corporate executives, Chevron families, healthcare practitioners, and the high-income households that make up one of the wealthiest ZIP codes in California.
Who we serve in San Ramon
We work with the businesses, executives, practices, and families that define San Ramon’s economy — not the generic small business average.
Restricted stock, performance shares, NQDC deferral elections, pension lump-sum vs. annuity analysis, and Section 83(b) planning.
Annual exclusion gifting, irrevocable trusts, GST planning, and coordination with your estate attorney and wealth manager.
Cost segregation on Tri-Valley properties, 1031 exchanges, and REPS status for active landlords.
Pension and 401(k) rollovers, NUA analysis on company stock, Roth conversion ladders, and multi-year tax minimization.
Why this matters
San Ramon hosts Chevron’s global HQ at Bishop Ranch along with Five9, Robert Half, GE Digital, and a dense base of corporate executives. Median household income is among the top 1% nationally. Tax pictures here are sophisticated — corporate equity, deferred comp, pension elections, and meaningful estate planning.
What we do
RS, PSU, NQDC, deferred comp, and lump-sum vs. annuity pension analysis for San Ramon corporate execs.
Multi-year tax projections, Roth conversion modeling, and PTET coordination — not a once-a-year scramble.
Form 706, gift tax returns, irrevocable trust 1041s, and HNW family wealth coordination.
Monthly close, payroll, and CFO-level reporting for San Ramon businesses and professional practices.
Federal + multi-state individual, business, trust, and estate returns done by a CPA.
Medical, dental, therapy, and aesthetic practices — the financial side of California-regulated healthcare.
What you can expect
You work with a CPA, not an associate.
Scoped upfront and committed in writing.
Response within one business day.
Quarterly planning — not just at deadlines.
Our approach
Engagements move in a defined sequence — no surprises, no scope creep, no wondering what comes next.
Step 01
30-minute consult to understand your situation. No pitch. We give you a clear read on whether we are a fit.
Step 02
Audit current tax, entity, and accounting structure. Identify the leverage points generic firms miss.
Step 03
Year-round tax plan and quarterly cadence — projections, estimates, and proactive moves before year-end.
Step 04
Compliance, advisory, and 24-hour response. You always work with a CPA — never an associate.
Working with Milestone
Milestone is a boutique CPA practice serving the Bay Area from Pleasanton. Founder Ronak Bhatt, CPA spent years inside a Big Four firm and corporate finance before opening a practice for clients who want strategic work, not bureaucracy.
Every San Ramon client engagement is CPA-led from the first conversation through year-end. We deliberately stay small — flat-fee pricing, scoped engagements, one-business-day responses, and quarterly planning that catches what generic firms miss.
Ronak Bhatt
CPA · Founder · Milestone CPAs
Related insights
Plain-English writing on tax strategy, real estate, healthcare practices, and the moves Bay Area business owners and families actually need.
Recent: Home Health Agency Tax Strategy: PDGM Cash Flow, AB 5, and Surety Bond Amortization · Med Spa Tax Strategy: MSO/PC Structure, Injectables Inventory, and §179 on Lasers · PT, OT, and Speech Therapy Practice Tax Strategy: The Moves Generic CPAs Skip
Frequently asked
Yes — pension lump-sum vs. annuity analysis is one of the most consequential financial decisions a San Ramon executive makes. We model both paths, factor in NUA on company stock, life expectancy, survivor benefits, tax bracket trajectory, and coordination with Social Security and retirement income — so the election is made with the math in front of you.
Yes. A core part of our practice is HNW families with multi-generational wealth — annual exclusion gifting, irrevocable trusts, generation-skipping planning, estate Form 706, and coordination with your estate attorney and wealth advisor.
You work with a CPA, not an associate. Engagements are flat-fee and scoped in writing. Response time is one business day. We lead with strategy — quarterly planning, multi-year tax modeling, and proactive moves before year-end. That is genuinely different from a tax prep firm.
Yes. We work with clients across Pleasanton, Danville, Dublin, Livermore, Walnut Creek, and the broader Bay Area — and remotely for clients who have moved away.
Built for San Ramon
If you run a business, a practice, or a household in San Ramon, let’s start with a 30-minute conversation. No pitch — just a clear read on whether what we do matches what you need.
