Talk to a partner who actually
knows your specialty.
A 30-minute conversation with a senior CPA partner — no pitch, no pressure. Just clarity on what year one would look like for your practice.
Three ways to reach us.
Pick the one that fits how you work. Every inquiry routes straight to a partner — no junior screeners.
Tell us about your practice.
Share a few details and we’ll route your inquiry to the right partner. Most owners hear back the same business day.
The more context you share, the more useful our first conversation can be. We come prepared.
- Senior CPA partner replies — not a junior or screener
- No sales pitch — the first call is purely diagnostic
- Healthcare-specialty knowledge from minute one
- If we’re not the right fit, we’ll say so honestly
Start the Conversation
By submitting, you agree to be contacted about your inquiry. We never sell your information. Read our privacy policy.
Pleasanton, California.
Serving practices nationwide.
Practice Partner CPAs operates as the healthcare MSO division of Milestone Certified Public Accountants, Inc. — a registered California CPA firm headquartered in the East Bay.
By appointment only
Reply within 24 hours guaranteed
California focused, nationwide capable
When you can reach us live.
Tax season hours expand January through April. Closed federal holidays.
Before you reach out.
The questions we hear most often from new healthcare practice owners.
Do you work with practices outside California?
Yes. While we are headquartered in California and our compliance specialty is deepest there, we serve healthcare practices in all 50 states. Multi-state nexus and out-of-state telehealth practices are a routine engagement for us.
What does the first conversation cost?
The 30-minute discovery call is free. We use it to understand your practice, your current setup, and whether there is a clear fit. If we are not the right MSO partner for your specialty or size, we will tell you that directly.
How quickly can we get started?
Typical engagement goes live within 30 days of signed contract. For mid-year onboarding, we can compress that to 14 days if there is a pressing tax deadline. Year-end onboarding (December–January) requires a 6-week window.
What about confidentiality?
Every inquiry is held in strict CPA-client confidence. We do not share inquiry details with third parties, period. NDAs are available on request before substantive conversations if your situation requires one.
I am not ready to switch CPAs — can we still talk?
Absolutely. Many owners reach out to validate that their current setup is appropriate or to compare a generalist setup against MSO-grade infrastructure. We are happy to give an honest second opinion without any obligation to switch.
What information should I have ready?
For the first call, just bring the basics: practice specialty, annual revenue range, current CPA setup (firm or in-house), and the 2-3 questions you would most like answered. We do not need tax returns or financials in the discovery call.
You work with a senior partner. Always.
Healthcare practice owners need a CPA who actually understands the practice — not a generalist running through a checklist. Every engagement is partner-led from discovery through ongoing advisory.
That is why our discovery calls run 30 minutes (not 15). It is why we cap our practice at the number of owners a senior partner can directly know. And it is why our client retention runs 4–7 years per practice.
The healthcare MSO partnership
that keeps the practice yours.
Skip the form. Book a partner directly. A 30-minute conversation that respects your time and tells you exactly what year one would look like.
Want the partner-led second opinion — for free?
A 30-min call with a senior CPA partner. No pitch, no obligation. You leave with 1–2 specific tax moves your current CPA may have missed.
Book My Free Call →