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With Tech & start up companies, getting your tax strategy right can be the difference in hundreds of thousands, if not millions of dollars, over the life of your company. That’s why it’s important to hire experts like Basta and Company from the beginning, to set your company up in the most profitable way. We know the Tech tax code inside and out, and have over 20 years of experience managing the most complex Tech tax situations. Through dozens of often-missed tax credits & deductions, we’ll save you tens of thousands of dollars in the bat of an eye.

We help minimize your start up taxes

Save hundreds of thousands on tax credits

Did you know that your start up can apply up to $250,000 in tax credits to payroll tax each year, even if you are not yet profitable? At Basta & Company, we know the tax code for Tech & Start Up companies inside and out. We'll make sure you receive every deduction and credit you're qualified for.

Plan ahead for your exit

Why should you worry about exiting already? Selling your business will trigger capital gain taxes, so it’s important to know ahead of time what your options are, and structure your business in a way that will be most profitable for you. Getting your tax structure right from the beginning, can be the difference in hundreds of thousands of dollars in your pocket, or not, when you sell.

Reduce your stock compensation tax liability

When you are granted stock compensation within a Tech company, you technically don’t own them until they fully vest (~4 years later). However, you still have to pay taxes on them! We will help you set up a tax election that will avoid paying ordinary income taxes at the time when options are fully vested (~4 years later), when the value is higher, and instead pay taxes at the initial price of when the stock was worth pennies.

We take care of your start up taxes
- from start to finish

In-Depth Tax Strategy

Our services begin the day you come on board. We'll take a look at your existing tax structure and create a tailored tax approach to optimize any gaps we see. We'll help prepare you ahead of time for the R&D Tax Credit, start up deductions, and stock option tax efficiencies to ensure that you qualify for tens of thousands of dollars in savings in each year.

Breezy Tax Planning

What do stress-free taxes feel like? With Basta & Company, you'll find out! We handle all of your quarterly and annual taxes to ensure accurate and timely filing, in order to reduce your risk of penalties. We’ll always check in to make sure you understand exactly what’s going on with your taxes each year.

Tax Resolution

With over 20 years of experience in tax strategy and preparation experience, there’s nothing we haven’t seen. Whether you have received an audit notice from the IRS or need to file back taxes, rest assured we'll solve any tax issues that arise.

Jonathan Senigaglia
3 years ago
Samy Basta is such a kind and sweet man, I just love him! Such a pleasure to work with. Samy cares ... read more
michael berke
3 years ago
I cannot recommend Samy enough! He helped us with a very challenging 1031 exchange which allowed us... read more
Elmira Esmaeili
5 years ago
What a great surprise! We were expecting to pay IRS over $10,000 in additional taxes but we ended u... read more
john meloy
5 years ago
As a new client I’m delighted to report that my interactions with Basta & Company have been exc... read more
Jessica Berman
5 years ago
I have worked for Basta & Company. Samy Basta is the lead CPA and head of the company. He is an... read more
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Samy Basta is such a kind and sweet man, I just love him! Such a pleasure to work with. Samy cares deeply about client education, and takes the time to explain complex tax matters in ways a non-expert (like me) can understand. He is so patient and diligent. I am consistently impressed with his deep knowledge of tax law, and the way he uses that knowledge to save his clients money. This year he showed me how, through some simple tax planning, I could cut $6k off my tax bill. I am so grateful for Samy!

Jonathan Senigaglia- Basta & Company client

Jonathan Senigaglia

Work With the Start Up Tax Experts.

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About Us

Meet Samy Basta, CPA, and his team. Samy is a tax expert and small business consultant specializing in helping real estate and tech companies maximize their tax savings while scaling up sustainable growth. With over 25 years of experience in the industry, Basta & Company has become a trusted advisor to numerous small businesses looking to navigate the complexities of tax laws and regulations.

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100 Pine Street, Suite 1250
San Francisco, CA 94111

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