Business Details
About
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
Location
Milestone Certified Public Accountants
6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA
94588, United States
Hours
Reviews
5.0
21 reviews
5 stars
21
4 stars0
3 stars0
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1 star0
- UPUmesh PNov 11, 20255.0Ronak 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.
- SSSHAMINDRA NATH SAHANov 10, 20255.0I needed services regarding a complicated tax matter that involved overlapping C-Corp and S-Corp filings. Ronak handled the filings extremely well and in a very time-sensitive manner. In addition to this, he went above and beyond completing the paperwork regarding all the compliances, which included DOL. Ronak demonstrated exemplary professionalism and profound depth of knowledge in completing my filings. I would hereby, very strongly recommend Ronak's services.
- DNDuc NNov 10, 20255.0Ronak is the best Accountant that I have worked with. He helped me organize my complicated tax situation and gave me a relief knowing that things are taken care of, organized, and with a clear direction going forward. I just wish I met him earlier to help with my tax.
- AEAmanda ElhassanOct 6, 20255.0I can’t say enough great things about working with Ronak! It has been an absolute gamechanger in my personal life and business. Not only has he helped me save thousands of dollars in taxes, but he also helped me create a realistic budget that completely transformed how I understand and manage my finances. He explains everything clearly, makes the process stress-free, and genuinely cares about helping his clients build financial confidence. I highly recommend him to anyone looking for a CPA who goes above and beyond.
- SASachin AndhareSep 14, 20255.0Working with Ronak this tax season was an exceptional experience. His deep expertise in tax regulations, paired with his professionalism and precision, truly sets him apart. From our first conversation to the final filing, he handled everything with remarkable efficiency, making a typically stressful process feel effortless. What impressed me most was Ronak’s strategic mindset. He didn’t just file my taxes—he took the time to understand the nuances of my business, uncovered discrepancies I wasn’t even aware of, and offered smart, actionable advice that will benefit me well beyond tax season. His proactive, tax-efficient approach and meticulous attention to detail gave me complete confidence at every stage. If you’re looking for a CPA who goes beyond the basics, who brings both insight and integrity to the table, I can’t recommend Ronak highly enough. He exceeded expectations in every way, and I look forward to working with him again.
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.