Case Studies
See how California businesses across the built environment improve profitability, cash flow, tax strategy, and financial visibility with year-round accounting and CFO support.
CASE STUDY: R&D CREDITS
Several years of R&D tax credits sat unclaimed on a contractor's books
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
Estimated $10K in Tax Penalties Avoided by a Growing Contractor
Basta & Company rebuilt the books, recalculated estimates in real time, and elected into California’s PTET.
CONSTRUCTION
CASE STUDY: EQUIPMENT STRATEGY
Equipment Purchases Turned 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
Reasonable-Compensation Problem Fixed Before the IRS Did
An owner’s distributions were nearly 5x his salary. The IRS noticed first, so we turned a risk into a managed fix.
CREATIVE SERVICES
CASE STUDY: ENTITY STRUCTURING
Multi-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
