Most small businesses cobble together a bookkeeper, a tax preparer, and a payroll provider — none of whom talk to each other. We bundle the work that matters in one flat-fee engagement.
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 engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Books cleaned up if needed, prior returns reviewed, and your entire financial picture mapped to a single quarterly cadence. First close + first planning call within 30 days.
Quarterly check-in covering numbers, tax position, and whatever decisions are in front of you. The 11 months between returns are where the actual value lives.
For a decade I had a tax preparer who saw me once a year and a bookkeeper who knew nothing about taxes. They never talked. Switching to Milestone — one team handling both, talking constantly — caught $18K in deductions our prior setup missed in year one, and the planning conversations are worth more than the fee.
— Owner, Bay Area Services Business
$1.8M revenue · Milestone client since 2023
Probably not. We work with businesses from $500K to $50M revenue. Below $500K, we usually recommend a solo CPA or simpler setup — and tell you that on the discovery call.
A CPA can advise on tax strategy, structure entities, run financial statements, represent you before the IRS, and sign reviewed/audited statements. A tax preparer files returns. Both have their place — the question is whether you need the strategic layer.
You get one annual quote covering everything in scope: monthly close, business + personal tax returns, quarterly planning, year-end 1099s, and unlimited email. No "quick question" invoices. Most small business engagements run $9–28K/year depending on complexity.
We coordinate with your existing provider (Gusto, ADP, etc.) — that is usually the right answer. If you need a recommendation, we will give you one and stay out of the loop after that.
Reasonable comp analysis, distribution vs. salary modeling, and Section 199A optimization are baked into the engagement. About 60% of our small-business clients are S-corp structures.
Our practice handles up to $50M. The same team scales with you — adding controller and CFO services as you grow, restructuring entities as needed, and walking you through capital events when they come up. No handoffs.
A complimentary 30-minute call. Tell us what you have now and where the friction is — we will tell you straight whether a CPA firm makes sense at your stage and what the cost would be.
