Milestone Certified Public Accountants

Serves Orinda, CA

35244

Hired 5 times

3 employees

1 year in business

Not yet available

5.0

This pro accepts payments via Apple Pay, Credit card, Google Pay, and Zelle.

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Credentials

License

License Holder: Ronak Bhatt
License Type: CPA – Certified Public Accountant (CA)
License number: #157179
License verified on 5/13/2025
Valid through 12/1/2026
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Background Check

Ronak Bhatt
Completed on 5/12/2025

Introduction

What sets us apart from other CPA firms is how we deliver on our promise. We stay proactive with year-round planning, so you’re never caught off guard. Our team is responsive and easy to reach, because your questions shouldn’t wait days for answers. We specialize in the industries we serve, offering insights tailored to your business. Accuracy is non-negotiable, and we stand by the precision of every return, report, and plan we create. With upfront pricing, you’ll never face surprise fees. Most importantly, we focus on your growth—not just keeping the books. This is how we help you move forward, not just keep up.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Our pricing is tailored to the complexity of your business and its tax needs. We offer transparent pricing with clear explanations, and we're happy to discuss your specific situation and provide a customized quote. We strive to provide excellent value for our expert services.

What is your typical process for working with a new customer?

Initial Consultation: We start with a consultation to understand your business, its specific tax situation, and your goals. Information Gathering: We gather all necessary financial documents and information. Tax Preparation: Our experienced team prepares your business tax return with accuracy and attention to detail. Review and Filing: We review the completed return with you, address any questions, and ensure it is filed correctly and on time. Ongoing Support: We provide ongoing support and are available to answer your tax-related questions throughout the year.

What education and/or training do you have that relates to your work?

Our team consists of Certified Public Accountants (CPAs) with extensive education and ongoing training in tax law and accounting. We stay up-to-date on the latest regulations and best practices to provide the highest quality service.

How did you get started doing this type of work?

We started our firm with a passion for helping individuals and businesses succeed. Tax preparation is a critical part of financial health, and we wanted to provide expert guidance to individuals, families, and small businesses, allowing them to focus on what they do best.

What types of customers have you worked with?

We have worked with a diverse range of clients including entrepreneurs, high-net-worth individuals, and small businesses, including those in retail, professional services, technology, and more. Our experience spans various industries and business structures.

Describe a recent project you are fond of. How long did it take?

A recent project we're proud of involved helping a local retail business restructure its finances to maximize tax efficiency and claim significant deductions they had previously missed. This project took approximately six weeks and resulted in substantial savings for the client.

What advice would you give a customer looking to hire a provider in your area of work?

Seek a provider with relevant experience and a strong understanding of your industry. Ensure they are proactive, detail-oriented, and committed to maximizing your financial outcomes. Look for clear communication, transparent pricing, and a personalized approach.

What questions should customers think through before talking to professionals about their project?

What are your specific tax needs and goals? What is your current financial situation? What are your expectations for communication and ongoing support?