Your Tax Return Should Be the Least Interesting Part of What Your CPA Does for You
The real value of a CPA is not the return itself. It is the eleven months of strategic work that happen before the return is ever filed: the quarterly estimated payment reviews that prevent underpayment penalties, the entity restructuring analysis that saves five figures in self-employment tax, the proactive conversation in November that catches a planning opportunity before December 31st, and the coordination with your attorney and financial advisor that ensures every decision is tax-efficient.
That is how Milestone approaches tax. Not as a seasonal event, but as a year-round discipline. For business owners, high-net-worth families, trustees, and nonprofit leaders across the Tri-Valley and Bay Area, we engineer tax outcomes—not just tax returns.
We integrate your financial strategy so that your tax planning informs your business decisions, your accounting informs your tax planning, and nothing falls through the cracks.
From straightforward W-2 returns to complex filings involving rental properties, stock options, RSUs, K-1s, cryptocurrency, AMT exposure, and multi-state obligations.
S-Corps, C-Corps, partnerships, LLCs, and sole proprietorships. We prepare your business returns with precision and align them with your personal tax strategy so the two work together—not against each other.
We prepare Form 706 (estate tax), Form 1041 (trust/estate income tax), Form 709 (gift tax), and generation-skipping transfer tax filings with the specialized knowledge that fiduciary taxation demands.
Form 990 is not just a filing—it is a public document that tells your donors, your board, and the IRS exactly how your organization operates. We prepare Form 990, 990-PF, and 990-T with the care and accuracy that a public document demands.
For high-net-worth families with financial lives that span multiple income sources, investment accounts, real estate holdings, trust interests, equity compensation, and charitable commitments.
This is the service that separates Milestone from every other CPA firm you have worked with. Quarterly strategy reviews. Estimated payment optimization. Entity restructuring analysis. Retirement plan maximization.
Keep your effective tax rate as low as legally possible, while staying 100% IRS-compliant.
Intital Discovery Session to learn about you, your needs, and goals
Our FAQ section answers your top inquiries about tax preparation and planning services.
Every engagement is flat-fee, quoted upfront after we understand your situation. Costs vary based on the complexity of your return. Individual returns for W-2 earners are at the lower end; multi-entity business owners, trust filings, and HNW families with complex portfolios are at the higher end. No hourly billing. No surprises.
Those services file your return. We plan your financial future. Milestone is a year-round strategic partner—we proactively identify savings opportunities, coordinate with your other advisors, and ensure you are never surprised by a tax bill. If your return is simple enough for TurboTax, you probably do not need us. If it is not, you almost certainly do.
Yes. Trusts are taxed differently than individuals—they reach the highest marginal tax bracket at just over $15,000 of income. A CPA experienced in fiduciary taxation can help you optimize distributions, calculate distributable net income correctly, and coordinate with your estate attorney to minimize the overall tax burden.
Absolutely. We provide year-round nonprofit tax advisory—including UBIT analysis, private foundation compliance, charitable deduction planning for your donors, and strategic guidance on how the new OBBBA charitable deduction rules affect your fundraising.
Our office is in Pleasanton, California. We serve clients across the Tri-Valley (Dublin, San Ramon, Danville, Livermore), East Bay (Walnut Creek, Castro Valley, Hayward, Alameda, Piedmont), South Bay (San Jose), and the broader Bay Area. Virtual meetings are available for all clients.
Tax Advice That Pays for Itself
See What Your Current CPA Is Missing . We often find thousands of dollars in missed deductions, credits, and write-offs during our tax reviews.
