Milestone Certified Public Accountants
Accounting & Bookkeeping Pleasanton
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Description
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.
Keywords Business Advisory Services/ consulting, CFO Services, Individual income tax return preparation, Tax Planning & Strategy, Individual Tax Planning, Monthly Accounting and Bookkeeping Services, Year-Round Compliance, Quarterly Business and Profit Coaching, Business Coaching, Business Information, Business Restructure, Exit Strategies and Succession Planning, Forensic Accounting Services, Mergers and Acquisition, Hindi Speaking Accountant, Hindi Speaking Tax Advisor, Gujarati Speaking Accountant, Gujarati Speaking Tax Advisor, Certified Public Accountant (CPA), QuickBooks Pro Advisor, Trusts & estates accounting, IRS representation & resolution, Payroll accounting, Hindi Speaking Business Management Consultant.
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Accounting & Bookkeeping(925)320-0309 (925)-320-0309 +19253200309