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Milestone Certified Public Accountants

Milestone Certified Public Accountants

Reviews Summary

The reviews consistently highlight exceptional expertise, reliability, and personalized service. The professional is praised for strategic tax planning, clear communication, and proactive guidance, significantly reducing tax burdens. Clients appreciate thoroughness, responsiveness, and genuine care for their financial success. Many note rare combination of deep knowledge and client-focused approach, making complex topics manageable. Highly recommended for businesses and individuals seeking top-tier accounting, tax prep, and advisory services.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

6200 Stoneridge Mall Rd #300

Pleasanton, California 94588

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday 9AM-5PM

Customer Reviews

I've had the pleasure of working with Ronak for both my personal and business accounting needs, and I can't recommend him highly enough. He is knowledgeable, responsive, and incredibly thorough. Whether it's tax planning, filings, or strategic financial advice, he consistently goes above and beyond to ensure everything is accurate and optimized. It's rare to find someone who's not only excellent at what they do but also genuinely cares about their clients. If you're looking for a trustworthy and experienced

Over the past two years, Ronak's been a great tax advisor to me. His knack for strategic tax planning, smart entity structuring, and proactive guidance has actually cut my tax bill by nearly 50%. Ronak does way more than just file returns; he's truly great at building solid tax strategies for both businesses and high-income W2 earners. I totally recommend him!

I would recommend Milestone CPAs to anyone looking for a CPA. Ronak and his team are not only knowledgeable but I truly felt they care about their clients and care about making the best financial decisions for them. They actually seem interested in their craft which, if you know many accountants, is rare to find. If you're looking for a firm that combines expertise, experience, and commitment to their clients, look no further. In a day and age where it's so difficult to even find a CPA, let alone a good one

I've been a business owner for over 20 years and have worked with many CPA?s throughout my career. I've never worked with a CPA as knowledgeable as Ronak! He's extremely knowledgeable, sharp and comes up with fantastic ideas to help you save money. I highly recommend his services if you are looking for a CPA.

Ronak is a great CPA talent! He is meticulous, methodical and helpful. This is my second consecutive year filing taxes with him for myself, my father and our daughter. Ronak's subject matter in taxes is quite amazing! Ronak is easy to deal with and I would recommend using Ronak's services for accounting, advising and tax prep. services no matter what your personal situation is.

I'm really grateful for the help I received from Bhatt at Milesstone They filed a tax extension on my behalf quickly and professionally, taking a lot of stress off my plate. Communication was clear, timely, and respectful throughout the process. It's a huge relief to work with someone who knows what they're doing and makes things feel manageable. I highly recommend them for anyone looking for reliable and knowledgeable tax support!

Milestone CPAs has been an absolute game-changer for our business! Their team is knowledgeable, proactive, and truly invested in our success. From tax planning to strategic business advice, they provide year-round guidance that help us stay ahead. Highly recommend for businesses and individuals seeking top-tier accounting and advisory services.

Ronak was incredibly helpful in preparing our taxes and helping us plan for next year!! He kindly took us on as clients despite being far into the tax season. He is prompt, communicative, and forwardly highlights strategies for tax benefits. Thank you, Ronak!

I highly recommend Ronak! He is so professional and responsive, not to mention patient. He went above and beyond to help me set up and understand a tax scenario that made the most sense for my business and personal finances. He is always prepared and proactive. I have worked with and interviewed several accountants and Ronak stands out as the best!

Ronak has his systems and tools down to make tax prep smooth and worry free. So happy with how easy he made it for us.

Its my first year working with a CPA i couldn't be more satisfied. Knowledgeable efficient and explain everything in detail. Highly recommended

Great accounting firm had 1 million in revune last year and was able to handle it very well

It's been great working with Ronak and honestly, it's been such a relief having someone so reliable and easy to talk to. He's super thorough, explains things in a way that actually makes sense, and always makes time when I have questions. He'll also strategize with you to make smart financial decisions for the future, which I really appreciate. Highly recommend if you're looking for someone who truly knows their stuff and cares about your long-term success!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.