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Milestone Certified Public Accountants

5.0
(35 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
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

Location

Milestone Certified Public Accountants
6200 Stoneridge Mall Rd Suite 300, Pleasanton, CA
94588, United States

Hours

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 stars
0
3 stars
0
2 stars
0
1 star
0
  • 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.

Brand Certified Facts from Milestone Certified Public Accountants

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Certified July 05, 2026Yext Knowledge Graph
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