Business Details
Your Trusted San Francisco CPA for Tax & CFO Services
Basta & Company & Company is a San Francisco-based CPA firm with over 25 years of experience helping small businesses maximize profitability and minimize tax liabilities. Our team of certified professionals specializes in tax strategy, fractional CFO services, and business advisory for real estate and tech companies. We prioritize client education, offering personalized guidance to help business owners make informed financial decisions. Our proactive approach combines deep expertise in California tax laws with tailored solutions for sustainable growth. We differentiate ourselves through transparent communication, actionable insights, and a commitment to treating each client as a unique partner.With decades of combined experience, we provide the strategic support businesses need to thrive in complex financial landscapes. Our services include tax planning, financial reporting, and advisory solutions designed to optimize cash flow and long-term success. We measure our impact through the tangible savings and growth achieved by our clients, ensuring they retain more of their hard-earned profits.
Services
Fractional CFO Services
Business Tax Services
New Business Advisory
Real Estate Accounting
Tech Accounting Services
Highlights and features
- We offer over 25 years of experience in tax strategy and business advisory.
- Our team provides personalized tax planning tailored to California's complex regulations.
- We deliver fractional CFO services at a fraction of traditional costs.
- Our clients save an average of $5,000 in their first year through strategic deductions.
- We specialize in real estate and tech accounting with industry-specific expertise.
What people say
Cut $6k off tax bill
Deferred capital gains taxes
Paid nothing in taxes
Patient and diligent
Detailed and responsive
Services
Fractional CFO Services
Our virtual CFO services provide strategic financial leadership for growing businesses. We handle budgeting, cash flow management, and KPI tracking to optimize financial performance. Clients receive expert guidance on scaling operations while maintaining cost efficiency through our affordable monthly packages.
Business Tax Services
We develop customized tax plans to minimize liabilities while ensuring compliance with California regulations. Our CPAs identify industry-specific deductions and credits to maximize refunds. We handle complex filings for businesses in real estate, tech, and other specialized sectors.
New Business Advisory
We help new businesses choose optimal legal structures and implement financial systems for long-term success. Our advisory includes tax planning, lending preparation, and operational frameworks tailored to each industry's unique requirements.
Real Estate Accounting
Our real estate specialists manage complex accounting needs including 1031 exchanges, property management reporting, and investment analysis. We optimize tax strategies for real estate portfolios while maintaining accurate financial records.
Tech Accounting Services
We provide tailored financial solutions for tech companies from formation through growth stages. Services include equity structure planning, venture capital reporting, and tax optimization for software development and tech innovation cycles.
People
Samy Basta
Founder & CPA
With over 25 years of experience, Samy specializes in tax strategy and business advisory for real estate and tech companies. He focuses on maximizing client savings through proactive financial planning and personalized guidance.
Viviana Jurado
Staff Accountant
Viviana brings seven years of experience in bookkeeping and financial management, specializing in technology-driven accounting solutions for diverse industries.
Louise Santiano-Villanueva
Client Success Manager
With over a decade of client support experience, Louise ensures seamless service delivery and organizational excellence for our accounting clients.
Theresa Campbell
Executive Support
Theresa provides eight years of expertise in client communication and team organization, ensuring smooth operations and client satisfaction.
Questions
How does Basta & Company & Company & Company help businesses save on taxes?
We identify industry-specific deductions and tax credits while creating strategic year-round plans to minimize liabilities.
What services do you offer for real estate businesses?
We provide specialized accounting, 1031 exchange guidance, and tax optimization for real estate investors and developers.
How are your fractional CFO services different from traditional CFOs?
We offer the same strategic financial guidance at a fraction of the cost without full-time employment requirements.
Do you work with tech startups?
Yes, we specialize in tech accounting, equity structures, and tax strategies tailored to startup growth cycles.
How do I get started with your services?
Book a free 15-minute consultation to discuss your business needs and create a customized financial strategy.
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Reviews (7)
Wahed Ibrahim
Feb 14, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I would like to say Mr. Samy is a very honest & trustworthy person. He has the best experience in this field (accounting) and gives the best guidance. I would recommend him for all big & small companies.
I would like to say Mr. Samy is a very honest & trustworthy person. He has the best experience in this field (accounting) and gives the best guidance. I would recommend him for all big & small companies.
Lina Kutsovskaya
Dec 13, 2020
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Positive:Professionalism,Quality,Responsiveness
Since the very start of our business we began working with Basta & Company, Samy Basta. Our experience is been excellent, professional and responsive. Thank you Samy for all the support and guidance.
Since the very start of our business we began working with Basta & Company, Samy Basta. Our experience is been excellent, professional and responsive. Thank you Samy for all the support and guidance.
Luis Zavala
Dec 12, 2020
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Basta & Company help us and guide us back in 2017 to incorporate my company is been a great experience working with Samy until today day, hopping for best year to come with his advised, knowledge and professionally
Thank you Samy!!
Thank you Samy!!
John Meloy
Nov 22, 2020
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As a new client Im delighted to report that my interactions with Basta & Company have been excellent. Though not a complete novice with online forms processing, at 1st I was slightly perplexed by the TaxDome software. Fortunately for me I had phone assistance from Jessica Catinella, who graciously walked me through the process. My uploads, though not correctly labeled, reached Jessica who called and advised me that all went well. Im grateful for the invaluable assistance Ive so far received from Basta & Company, and staff! Thank you,
John Meloy
John Meloy
Clay Spence
Nov 09, 2020
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Samy is a consummate professional and a creative, diligent accountant. It's a pleasure working with him.
Jessica Berman
Aug 31, 2020
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I have worked for Basta & Company. Samy Basta is the lead CPA and head of the company. He is an amazing boss with an amazing staff under him. The company is very detail oriented and I would highly recommend their services to anyone!
Elmira Esmaeili
Jun 28, 2020
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What a great surprise! We were expecting to pay IRS over $10,000 in additional taxes but we ended up with $4,000 tax credits and paid nothing! Samy is amazing! He knows all the recent tax reforms and patiently explains them to us and applies the relevant tax deductible tools and strategies for our business and personal taxes. We have referred him many of our friends and we heard nothing but great reviews. We are so happy to know him and have him as our valuable resource for our finances.
