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Milestone Certified Public Accountants

5.0
(25 reviews)

Business Details

6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA
94588, United States
(925) 320-0309
https://milestonecpas.com/

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
25 reviews
5 stars
25
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • 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.

Brand Certified Facts from Milestone Certified Public Accountants

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