Business Hours
M-F 9am-6pm, Sa 9am-5pm, Su Closed
Year Established
2024
Milestone Certified Public Accountants Verified by Yext
Listed In: Accountants Service providers, Bookkeeping Services Service providers, Management Consultants Consultants, Tax Return Preparation Service providers
Milestone CPAs is a boutique Pleasanton CPA firm serving Bay Area business owners, high-net-worth families, real estate investors, and Tri-Valley professionals. Founded by Ronak Bhatt, CPA, MBA, we deliver year-round tax preparation and strategy, bookkeeping and accounting, outsourced CFO, business… Milestone CPAs is a boutique Pleasanton CPA firm serving Bay Area business owners, high-net-worth families, real estate investors, and Tri-Valley professionals. Founded by Ronak Bhatt, CPA, MBA, we deliver year-round tax preparation and strategy, bookkeeping and accounting, outsourced CFO, business formation, M&A, and exit planning with flat-fee scoping, named-partner access, and the kind of relationship most owners outgrew at their last firm. We specialize in California PTET, 1031 exchanges, QSBS, S-Corp structuring, RSU planning, estates and trusts, mental health and ABA NPA practices, and HNW private client work across Pleasanton, Dublin, San Ramon, Danville, Livermore, Walnut Creek, and Fremont. Read more
Milestone Certified Public Accountants
6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA
6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA