Case Studies
CASE STUDY: R&D CREDITS
$146K in R&D Credits Recovered for a Design-Build Contractor
Basta & Company didn’t just claim the credit, but rebuilt the bookkeeping to keep it defensible every year going forward.
CONSTRUCTION
CASE STUDY: TAX PLANNING THROUGH GROWTH
$18K in Tax Penalties Avoided by a Contractor During a Growth Year
Basta & Company rebuilt the books, recalculated estimates in real time, and elected into California’s PTET.
CONSTRUCTION
CASE STUDY: EQUIPMENT STRATEGY
Turning Equipment Purchases Into a Tax Strategy, Not a Guessing Game
Equipment purchases that used to be categorized by instinct are now run through a fixed-asset protocol.
CONSTRUCTION
CASE STUDY: SALARY COMPLIANCE
Fixing a Reasonable-Compensation Problem Before the IRS Did
Salary is brought from $30K up to the $101K IRS reasonable-compensation benchmark, turning a risk into a managed fix.
CREATIVE SERVICES
CASE STUDY: ENTITY STRUCTURING
Three Real Estate Deals, Finally Untangled From One Bank Account
With dedicated banking set up per deal, reconciliation that used to take weeks per closing is on track to take days.
REAL ESTATE
“Basta & Co. was recommended to us after we had a series of bad experiences with other accounting firms. We look forward to tax season with Samy in charge of our complex tax situations.”
Sharon Ching
SLM Architecture and Design
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.
Elmira Esmaeili
As a new client I’m delighted to report that my interactions with Basta & Company have been excellent. I’m grateful for the invaluable assistance I’ve so far received from Basta & Company, and staff!
John Meloy
I cannot recommend Samy enough! He helped us with a very challenging 1031 exchange which allowed us to defer our capital gains taxes and purchase a new property. He returns e-mails and phone messages promptly and the best part is that he talks non CPA language to you in order to make sure you understand everything. If I could, I would give him 6 stars!
Michael Berke
What types of businesses do you work with?
We work with startups, small-to-mid-size businesses, and scaling companies in construction, architecture, and interior design — primarily across San Francisco, the Bay Area, and California. We tailor every engagement to the size, stage, and industry of your business. Have a different industry? We work with select businesses on a case-by-case basis. Reach out and let’s talk.
Do you help with both personal and business taxes?
Yes. Many of our clients are San Francisco business owners whose personal and business finances are closely linked. We provide integrated California tax planning and preparation for both, ensuring your overall tax strategy is aligned and optimized.
Can you help reduce our tax liability legally?
Absolutely. Proactive tax strategy, not just annual filing, is one of our core services. We identify legal deductions, tax credits, and planning opportunities throughout the year so you never pay more than you legally owe.
Do you offer ongoing support or one-time services?
Depends. We offer monthly retainer engagements for accounting, CFO advisory, and tax management. Most clients find ongoing support delivers the most value.
How do you work with new or growing businesses?
We help new and growing businesses build a strong financial foundation from the start. Whether you’re launching a construction company, architecture firm, or interior design studio, our team provides the accounting, tax, and advisory support you need to stay organized, manage cash flow, and make confident financial decisions as your business grows.
How do we get started with Basta & Company?
Fill out our contact form to share your business details and biggest financial challenges. We’ll review everything, and if it looks like a good fit, we’ll invite you for a call to dive deeper. No obligation.
Frequently Asked Questions
Still Have A Question ?
We’re here to help. Reach out to our team and we’ll get back to you as soon as possible.
Sounds like a fit? Let's talk.
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.
