Specialties
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.
History
Established in 2024.
Ronak Bhatt is a dedicated Certified Public Accountant and MBA graduate, as well as the visionary founder of Milestone CPAs. With extensive expertise in tax services, accounting, and advisory, Ronak is committed to empowering individuals, startups, entrepreneurs, and family offices to achieve success. His passion lies in guiding clients through pivotal life events, whether navigating the complexities of business growth, managing wealth, or addressing tax challenges.
Meet the Business Owner: Ronak B.
At the helm of Milestone CPAs, Ronak leads a dynamic suite of services tailored to the unique needs of each client. His experience spans diverse industries, including real estate, healthcare, professional services, tech startups, private equity, and family offices. His holistic approach ensures that clients receive personalized solutions that not only solve immediate challenges but also position them for long-term success.
Ronak’s commitment to fostering strong client relationships sets him apart as more than just a financial expert; he is a trusted advisor dedicated to helping clients reach their milestones with confidence and clarity. His integrity, responsiveness, and proactive mindset are at the heart of Milestone CPAs’ mission to provide exceptional service and build lasting partnerships.