Milestone Certified Public Accountants

5.0
22 reviews

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
22 reviews
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22
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  • WI
    Welldom Inc
    3 days ago
    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.
  • SS
    SHAMINDRA NATH SAHA
    Nov 10, 2025
    5.0
    I 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.
  • DN
    Duc N
    Nov 10, 2025
    5.0
    Ronak 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.
  • AE
    Amanda Elhassan
    Oct 6, 2025
    5.0
    I 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.

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.