Certified by Milestone Certified Public Accountants • Mar 08, 2026
AccountantBookkeeping ServiceBusiness Management ConsultantTax Preparation Service
Ronak Bhatt, Accountant
We specialize in providing tax, accounting, and business consulting services to closely held businesses and high net worth individuals in Pleasanton, CA and throughout the Bay Area. Milestone Certified Public Accountants was founded by Ronak Bhatt, CPA, MBA with a vision to redefine what small business owners should expect from their accounting firm. We believe accounting should be more than just balancing books and filing taxes. It should be a strategic partnership that empowers individuals and small business owners to make confident financial decisions year-round. That’s why we focus on more than just compliance — we bring clarity, strategy, and long-term value to every client relationship.
Details
Requires appointmentAvailable
Online appointmentsAvailable
Onsite servicesAvailable
Free parking lotAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
Wheelchair accessible seatingAvailable
Location
Certified by Milestone Certified Public Accountants • Mar 08, 2026
Certified by Milestone Certified Public Accountants • Mar 08, 2026
Reviews
5.0
25 reviews
5 stars
25
4 stars0
3 stars0
2 stars0
1 star0
BH
Ben Hannan
Feb 27, 2026
5.0
Highly recommend, we dealt exclusively with Ronak, who was professional, knowledgeable and completed our return very quickly.
CM
Chris McNeilly
Feb 27, 2026
5.0
So great to work with after years of difficulties. Ronak provided calm and professional advice, allowing me to save thousands of dollars in tax savings. The intro planning meeting in particular was amazing and productive. They have a new loyal customer!
TK
Teresa Karlson
Feb 18, 2026
5.0
We are so happy to have found Ronak and Milestone CPA. In our line of work there are many interactions with CPA’s and tax preparers. This year with Ronak, our own tax returns are done and the whole process was smooth and without stress. I highly recommend Milestone CPA firm and appreciate their hard work on our behalf.
WI
Welldom Inc
Jan 9, 2026
5.0
We are a multidisciplinary therapy practice providing physical, occupational, and speech therapy services. Managing the business and financial side of growing healthcare practice has been overwhelming as caring for patients and leading our teams comes naturally as clinicians, but entity structure, tax strategy, compliance, and accounting feels like an entirely different world. Before working with Milestone CPA Firm and Ronak Bhatt, we had several difficult experiences with prior CPA firms who missed deadlines, made errors, and left us constantly stressed and unsure about where we stood financially.
From our very first conversation, Ronak felt different. He was thoughtful, thorough, and genuinely invested in understanding who we are as a practice, what stage of growth we’re in, and where we want to go. He didn’t just offer surface-level advice like other CPA firms, instead he took the time to educate us, guide us through decisions, and make sure we felt confident and informed every step of the way. He helped us clean up and correct two years of books, identified meaningful tax savings, and most importantly shifted us from constantly reacting at the last minute to planning proactively for the future.
Ronak guided us in choosing the right structure for our growing, provider-owned practice, supported us through expansion decisions, and helped us think strategically about both taxes and long-term financial planning. Communication has always been clear, timely, supportive, and patient, and we have consistently felt like we were being guided by someone who was truly invested in our success. Milestone CPA doesn’t just file taxes, they help you understand your business, strengthen your financial foundation, and build a clearer, more stable path forward.
Milestone CPA and Ronak Bhatt now feel less like an outside firm and more like trusted partners who genuinely care about our practice. Working with them has transformed not only how we manage our business, but also the confidence and peace of mind we have about the future of our practice.
UP
Umesh P
Nov 11, 2025
5.0
Ronak has been phenomenal to work with for all of our personal and business taxes, tax issues, and accounting. He's responsive and engages with his clients personally. We have complex businesses and Ronak has been able to step in without skipping a beat. We're very happy to have found an accounting firm that actually cares about getting things right instead of just getting things done quickly.
Frequently Asked Questions About Milestone Certified Public Accountants
What services does Milestone Certified Public Accountants offer?
Milestone Certified Public Accountants provides tax, accounting, and business consulting services to closely held businesses and high net worth individuals, including tax planning, bookkeeping, business coaching, and IRS representation.
Where is Milestone Certified Public Accountants located?
The office is located at 6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA 94588, USA.
What are the business hours of Milestone Certified Public Accountants?
They are open Monday through Friday from 9:00 AM to 6:00 PM, and Saturday from 9:00 AM to 5:00 PM. They are closed on Sundays.
Does Milestone Certified Public Accountants require appointments?
Yes, appointments are required to visit Milestone Certified Public Accountants.
Is Milestone Certified Public Accountants accessible for people with disabilities?
Yes, the office has a wheelchair-accessible entrance, seating, and restrooms, and is an inclusive and safe space welcoming LGBTQ+ and transgender individuals.
Can I schedule an appointment online with Milestone Certified Public Accountants?
Yes, they offer online appointments, and you can schedule an appointment via their website.
Which cities does Milestone Certified Public Accountants serve?
They serve Pleasanton, Dublin, Livermore, San Ramon, Danville, Alamo, Walnut Creek, Fremont, Oakland, and San Jose in California.
What nearby legal services can clients access when visiting Milestone Certified Public Accountants?
Clients can access nearby legal services such as the Law Office of Spojmie Nasiri, PC, Kathleen K. Reeves & Associates, and the Law Office of K. Walter Johnson for immigration, family, divorce, and real estate law assistance.
Are there nearby real estate services around Milestone Certified Public Accountants?
Yes, nearby real estate services include Residential Real Estate - Wilkenya Pearson and Johanna Achury-Pearson, Simba Property Management, Angelia Leeds - Commercial Broker, and Brown Developments Inc.
What nearby dining options are available near Milestone Certified Public Accountants?
Nearby dining options include Specialty's Cafe & Bakery, where clients can enjoy food and beverages before or after their appointment.
Brand Certified Facts from Milestone Certified Public Accountants
This information is certified by Milestone Certified Public Accountants and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified March 08, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: