Most clients fit one primary track but pull on the others. Start where the obvious work sits — we will scope across as needed.
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 review last year's return, your current situation, and tell you straight whether year-round planning would actually pay for itself.
Clear scope, deliverables, and a flat fee quoted upfront. Most engagements combine annual return prep plus quarterly planning sessions.
We collect prior returns, gather extensions if needed, and build the multi-year tax map. First planning session happens within 30 days.
Quarterly tax check-ins with your CPA. Catch the changes — entity moves, real estate buys, RSU vests — before the year-end deadline locks them in.
Our prior CPA handed us a return every April. Milestone handed us a tax map. The first year alone, restructuring our entities and timing a property sale saved us $187,000 — and the second year is already shaping up bigger.
— Bay Area Real Estate Investor
11-property portfolio · Milestone tax client since 2023
WHY SPECIALIZED TAX
Most tax preparers file your return. A tax planning CPA changes the return — quarter by quarter, through entity structure, timing, and credits most filers never look for.
S-corp election timing, holding companies, partnership v. LLC tax differences. The right structure saves five figures annually — and most filers inherit whatever was set up at incorporation.
A high-impact election for investors that unlocks passive loss deductions against active income. Specific qualification rules — most generic CPAs either miss it or set it up wrong.
R&D credits for engineering and SaaS. Cost segregation for real estate. §179D for energy-efficient buildings. PTET for professional services. We know which credits apply where — and how to claim them defensibly.
California PTET, nexus thresholds, apportionment, sales tax for SaaS. Multi-state work is where small mistakes become big assessments. We handle 30+ states.
We plan in Q1 (entity decisions), Q3 (mid-year moves), and Q4 (year-end positioning) — so by the time the return is filed, the work has already been done.
If a return we prepared is examined, we represent you. Included in the engagement. Not an upsell when the letter shows up.
Tax prep is filling out the return for what already happened. Tax planning is structuring the year so the return reflects what you wanted to happen. Most CPAs only do prep — we lead with planning, and prep is the byproduct.
Yes — and they should be coordinated. One CPA seeing both sides catches opportunities that get missed when two firms split the file. About 80% of clients have us do both.
A 30-minute call each quarter, plus access via email throughout the year for questions ("Should I buy this property in the LLC or personally?"). The actual return filing happens once a year — the value lives in the 11 months in between.
Yes — about 25% of the practice is private-client and HNW work, including family offices, multi-generational trusts, QSBS planning, and pre-liquidity event modeling. Discreet engagements where needed.
Yes. We do delinquent-return work, voluntary disclosure programs, and IRS resolution. We tell you what the realistic outcome looks like before you write a check — no scare tactics, no upsells.
Annual tax + quarterly planning is a single flat fee quoted upfront. Add-on projects (entity restructure, exit modeling, audit response) are scoped separately. No "quick question" invoices.
Most CPA firms sell tax prep. We lead with tax planning. The difference is what gets to your bottom line — and what does not.
A complimentary 30-minute call. Walk us through your situation — we will tell you straight where the obvious savings are and whether year-round planning would actually pay for itself.
