Milestone Certified Public Accountants

Reviews

• SH

  Syed Salman Hassan

  Apr 8, 2026
  5.0
  I had an excellent experience working with him. Extremely knowledgeable, detail oriented, throughout the process. He took time to clearly explain tax concepts and made sure I understood all my options before moving forward. I highly recommend the services to anyone looking for a reliable, trustworthy, and skilled CPA.
• VP

  Velmurugan Patchamuthu

  Mar 31, 2026
  5.0
  I had a very positive experience working with Milestone CPA. Our previous bookkeeping had several issues, but their team took the time to thoroughly review and correct the QuickBooks records. They then prepared detailed and accurate corporate and personal tax returns and handled the filings professionally. The process required multiple Zoom meetings, and they invested significant time to fully understand our situation. Throughout the engagement, they were highly responsive and always available to address questions and provide clear guidance. Their knowledge and experience in tax planning were evident, and they helped structure both corporate and personal filings efficiently in compliance with IRS requirements while optimizing our tax position. After working with several CPAs, I can confidently say that choosing Milestone CPA was the right decision. I highly recommend their services and would gladly give them a 5-star rating.
• DX

  Dr. Lacey Xepoleas

  Mar 24, 2026
  5.0
  Ronak and his team have truly rewritten my experience as a tax payer in CA. As a newish business owner, I came into this process with some tax trauma and a lot of overwhelm...Ronak was kind, empathetic, and truly helpful every step of the way. The process was overwhelming by nature and I am still learning as I go. This company really embodies the "it isn't your job to know this, you aren't a CPA" and I LOVE that! I am so happy to be working with them for what I hope to be forever. Definitely come here!
• MC

  Michael Cervantes

  Mar 21, 2026
  5.0
  Top notch customer service especially dealing with my Parent's Trust taxes and my late Father's personal taxes. Ronak took personal care of my unique situation even having ZOOM meetings with all the beneficiaries of the Trust as we go through the Trust dispersal to make sure there is transparency. He made everything clear by answering questions even in the evening and weekends! Took the time to explain the Trust tax process and how the Trust dispersal may affect my own personal taxes. If you are dealing with a Trust tax issue, I would highly suggest using Milestone CPA, Inc.
• PL

  Pete LeBoy

  Mar 10, 2026
  5.0
  Milestone certified public accountants and our CPA Ronak Bhatt just completed a rather challenging tax return. Earlier this year my wife and I realized our previous CPA wasn’t comfortable working with our California real estate issues. We explored local CPA firms and after meeting with Ronak and discussing our situation chose Ronak and Milestone CPA. They not only completed the return earlier than expected they saved us many thousands of dollars over our own estimate of our tax liability. We recommend talking with Milestone. Working with Ronak has been a great experience.

Frequently Asked Questions About Milestone Certified Public Accountants