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!
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.
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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.
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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.
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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.
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.