Certified by Milestone Certified Public Accountants • Aug 30, 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 • Aug 30, 2026
Certified by Milestone Certified Public Accountants • Aug 30, 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
37 reviews
5 stars
37
4 stars0
3 stars0
2 stars0
1 star0
RP
Ronnette Pueliu
Aug 6, 2026
5.0
Ronak has completely changed the way I organize my income, run my quickbooks and plan for the future. I am so grateful for the peace of mind and confidence he has given me! If you need someone who pays attention to details, is patient and kind, Call Ronak!
Thank you Ronak for all the time you have spent with me. Ronnette Pueliu
PS
Pratik Soni
Jul 29, 2026
5.0
Fantastic experience for personal and business taxes!
Milestone Certified Public Accountants handled both my personal and business tax filings smoothly and seamlessly. Their team is extremely professional, knowledgeable, and detailed. They made what is usually a stressful process completely hassle-free and answered all my questions with total clarity. Highly recommend them to any individual or business owner looking for top-notch accounting services!
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.
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.
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