Milestone Certified Public Accountants Owner verified

About

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.

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