Profile
Milestone
ListedPleasanton CPA Firm for Tax, Accounting, and Advisory
About
About
Milestone is a CPA firm based in Pleasanton, CA, serving small businesses, real estate investors, and families. The firm provides tax, accounting, and advisory support for clients who need help with planning, bookkeeping, business decisions, and ongoing financial organization.
Its services include tax preparation and planning, bookkeeping, outsourced accounting, CPA advisory, and new business formation.
Milestone is a CPA firm based in Pleasanton, CA, serving small businesses, real estate investors, and families. The firm provides tax, accounting, and advisory support for clients who need help with planning, bookkeeping, business decisions, and ongoing financial organization.
Its services include tax preparation and planning, bookkeeping, outsourced accounting, CPA advisory, and new business formation. Milestone also works with estate and trust tax matters, mergers and acquisitions, business exit strategy, and succession planning. The source materials describe service options for both in-person and remote clients, with QuickBooks listed among the software tools.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| CPA accounting advisory | In-person | ||
| CPA accounting advisory | Remote | ||
| New business formation | In-person | ||
| New business formation | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
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