Private client work is rarely one engagement. It is the integration of many — done by one team that sees the whole picture.
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.
Multi-entity review across all family holdings. Coordination established with existing advisors (attorney, wealth manager, family office). Multi-year tax map within 60 days.
Monthly during active liquidity events or restructuring. Quarterly during steady-state. Family-office discretion on cadence.
Three entities, two trusts, one operating business, and a pre-IPO position. My prior CPA charged me $40K a year to file the pieces separately. Milestone integrated everything, coordinated with my attorney and wealth manager, and identified $1.2M of QSBS exclusion we would have lost. Now I cannot imagine going back.
— Tech Founder, Bay Area
Pre-IPO position + 3 entities · Milestone private client since 2023
Typically $1M+ AGI or $10M+ net worth with multi-entity complexity. Below that, our standard tax planning engagement usually fits. Above that, private client integrates better with family office structures.
Yes — and we do not try to replace them. We handle the tax, structure, and compliance work that those teams typically do not do. About 70% of private clients have us working alongside other professionals.
For founders and early employees of qualifying C-corps, QSBS can exclude up to $10M (or 10x basis) of federal capital gains. We assess eligibility, document the holding period, and structure the realization. Among our most-used strategies for tech-founder clients.
Yes — we model ISO and NSO exercise timing, AMT exposure, secondary tender participation, 10b5-1 plans, and post-IPO sale planning. Best to engage 2-3 years before expected liquidity.
No — and we will not pretend to. We coordinate with your investment advisor on the tax implications of investment decisions, but the investment selection itself stays with your advisor.
Typically $25–150K/year depending on entity count, complexity, and engagement scope. Liquidity events and one-time projects priced separately. Quoted in detail at engagement.
A discreet 30-minute call. Tell us roughly what the structure looks like — under NDA if needed — and we will tell you straight whether private client work fits or whether a simpler engagement is right.
