Certified by Milestone Certified Public Accountants • Jul 05, 2026
AccountantBookkeeping ServiceBusiness Management ConsultantTax Preparation Service
Milestone CPAs is a boutique Pleasanton CPA firm serving Bay Area business owners, high-net-worth families, real estate investors, and Tri-Valley professionals. Founded by Ronak Bhatt, CPA, MBA, we deliver year-round tax preparation and strategy, bookkeeping and accounting, outsourced CFO, business formation, M&A, and exit planning with flat-fee scoping, named-partner access, and the kind of relationship most owners outgrew at their last firm. We specialize in California PTET, 1031 exchanges, QSBS, S-Corp structuring, RSU planning, estates and trusts, mental health and ABA NPA practices, and HNW private client work across Pleasanton, Dublin, San Ramon, Danville, Livermore, Walnut Creek, and Fremont.
Details
Requires appointmentAvailable
Online appointmentsAvailable
Onsite servicesAvailable
Free parking lotAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
Wheelchair accessible seatingAvailable
Location
Certified by Milestone Certified Public Accountants • Jul 05, 2026
Certified by Milestone Certified Public Accountants • Jul 05, 2026
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
Saturday9:00 AM - 5:00 PM
SundayClosed
Reviews
5.0
35 reviews
5 stars
35
4 stars0
3 stars0
2 stars0
1 star0
AP
Aatash Parikh
Jul 2, 2026
5.0
As a startup founder, I've really appreciated working with Ronak at Milestone CPAs. He helped clean up our bookkeeping, caught issues that had gone unnoticed, and recovered meaningful tax savings.
For our tax filing, Ronak was responsive and walked us through everything clearly and handled corporate return and state filings. He also offered thoughtful guidance on accounting best practices as our company grows. Ronak and his team are thorough and genuinely dig into the details to get things right now and in the long term. Highly recommend for any small business owner.
MD
Melissa D.
Jun 26, 2026
5.0
I am the owner of a Speech and Occupational Therapy contracting company and worked with Ronak and his team recently to convert to S Corp filing status and organize my growth of the company. This is the first team that made me feel really confident in moving forward with knowledge and guidance I could trust and really already see tax benefits and growth for my team based on his excellent advice. I will be working with them long-term and am looking forward to it. Already sending more clients your way, Ronak. Thank you!
TG
Thomas Gabriel-Joseph
Jun 21, 2026
5.0
I had a complex tax situation this year involving W-2 income, stock transactions, covered calls, RSUs/ESPPs, foreign account reporting, a cost segregation study for a short-term rental property, LLC filings, and a delayed partnership K-1. Ronak handled everything professionally and thoroughly.
Throughout the process, Ronak was responsive, knowledgeable, and patient in answering questions. He kept me informed of what was needed, reviewed supporting documentation carefully, and worked through several moving pieces to ensure the return was completed accurately.
I especially appreciated his willingness to explain tax matters in a way that was easy to understand, while still demonstrating a strong technical understanding of complex tax topics. He was proactive about filing extensions when necessary, followed up on outstanding items, and helped navigate a challenging filing season.
If you are looking for a CPA who is knowledgeable, detail-oriented, responsive, and capable of handling complex tax situations, I would highly recommend Ronak Bhatt.
Thank you, Ronak, for all your help and guidance throughout the process.
VV
Vishal
Jun 19, 2026
5.0
I had a great experience working with Ronak and Milestone CPA Firm for my tax filing. Ronak was professional, knowledgeable, and extremely thorough throughout the process. His experience and understanding of tax regulations, compliance requirements, and overall tax planning were top notch.
He made the filing process smooth, answered questions clearly, and gave me confidence that everything was handled properly. I highly recommend Ronak and Milestone CPA Firm to anyone looking for a reliable and experienced CPA.
HS
Haylee Smith
May 21, 2026
5.0
Ronak is incredible. I had a plethora of unfortunate events happen to me that led me to be late with filing my taxes for 2024, and as someone who isn't the best with finances, I was worried to say the least. Ronak eased my concerns by talking me through the process, gave me a realistic timeline of when things would be completed on his end, and gave amazing step by step instructions on how to get things done on my end. I didn't feel guilty or stupid while working with him on my issues, and I am so appreciative that I came to Milestone for help when I desperately needed it. Thank you, Milestone CPAs!
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.
Brand Certified Facts from Milestone Certified Public Accountants
This information is certified by Milestone Certified Public Accountants and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified July 05, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: