
Milestone CPAs helps growing businesses in the Tri-Valley prepare for financial statement audits, reviews, and lender/board examinations with a clean PBC list, reconciled books, and documentation your auditor can rely on.
We handle auditor questions, sample pulls, and follow-ups; you stay focused on running the business.

Proactive & personalized



What We Deliver (Core Scope)
We offer flexible solutions that can be tailored to your specific needs. Whether you have a small business with a few employees or a larger organization with complex financial reporting requirements, we have the expertise and technology to handle it efficiently and accurately.

Milestone Certified Public Accountants, Inc. is a boutique CPA firm in Pleasanton, CA, delivering proactive tax strategy, reliable accounting, and trusted advisory services for high-net-worth families, real estate investors, and business owners across the Tri-Valley and Bay Area.
6200 Stoneridge Mall Road, Suite 300, Pleasanton, CA 94588
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