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Work With a San Francisco CPA to Maximize Your Business Profit

At Basta & Company, we don’t just minimize your taxes (although, we’re great at that!). We care about the success of your business as if it’s our own. That’s why our CPA tax accountants in California proactively help business owners make smarter financial decisions to maximize the amount of money they take home. For more information, feel free to contact our accountant, consulting in San Francisco, CA.

Where Can We Help?

Tax Strategy

California tax laws are complex and ever-changing. That's why it takes an experienced CPA to formulate a tax strategy that works for your business. At Basta & Company, we use our local expertise and decades of CPA experience to help business owners in any situation stop overspending on tax.

Fractional CFO

As your business grows, financial management becomes more complex. Through our California CFO services, we handle the financial direction of your company through budgeting, financial planning, and KPI tracking for a fraction of the cost of a traditional CFO.

Advisory Services

Every decision you make in business can have far-reaching ripple effects down the road. Through our business advisory services, we're on hand to ensure you're making the smartest financial decisions at every turn, In other words, our accounting consultants in California help rectify any financial concerns that may arise.

Trusted Bay Area CPA for Over 20 Years

Looking for experienced CPA tax accountants near you? Look no further! We are an all-in-one accounting solution, serving real estate and tech companies. At Basta & Company, our priority is your business success. For decades, we've helped Californian business owners navigate the complexities of tax strategy, manage financial operations, and position their business for growth. In other words, our accounting consultants in California help rectify any financial concerns that may arise.

Our Services

Fractional CFO

At Basta & Company, we help companies optimize their business systems, maximize resources, solve tough financial challenges, and ultimately accelerate growth with our part-time virtual CFO services in California.

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Business Tax Services

Whether you’re a new business owner or have years of returns on the books, we make sure your business pays as little tax as legally possible. Throughout the tax planning process, we’re available to answer any questions

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New Business Advisory

At Basta & Company, we guide new business owners on smarter financial decision-making from the beginning, to ensure they are in a winning position for success on all fronts.

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Not Your Average San Francisco CPA.
Here's What We Do For Businesses.

Increase Business Profitability

Are you overspending on expenses each month? Is too much money going towards your taxes? Is your business structured for maximum efficiency? We help you structure your business more efficiently in order to accelerate the growth of your business.

Reduce Your Tax Burden

There is a good chance if you're reading this as a business owner, you are paying too much money in taxes. Being one of the leading CPA firms in California. Switching to our tax planning & preparation services typically saves business owners thousands of dollars in taxes

Manage Day-to-Day Financials

It's hard enough as a business owner to run the day-to-day operations, let alone know where your spending is going each month. We help you stay on top of cash flow issues through monthly accounting & part-time CFO services.

Get An Expert's Opinion

Have a touch financial decision to make? Not sure how to get your cash flow back on track? We're always a phone call away to help you tackle the difficult decisions you face every day as a business owner. At Basta & Company, we're on hand to steer your business towards success.

Read Our Latest Blogs

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What Are California’s 1031 Exchange Rules?

What are California’s 1031 Exchange Rules? We’re walking you through everything you need to know with our experienced real estate accountant in today’s post.

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Let’s Talk BOI Reporting: A No-Nonsense Guide for Busy Professionals (2024 Edition)

Hey there, fellow business professional! Pull up a chair – let’s have a real conversation about BOI reporting. If you’re thinking, “Great, another compliance requirement,” I get it. But stick with me because I’m going to break this down in a way that actually makes sense for your busy schedule. The Basic Scoop: What’s Really […]

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6 Costly Accounting Mistakes That Marketing Agencies Make

Ever wonder how much revenue slips through the cracks in your marketing agency’s financials? Accounting errors don’t just mean redoing a spreadsheet; they impact your bottom line and can threaten client trust. The reality is that marketing agencies are prone to specific pitfalls due to their business model—retainer billing, project-based income, and fluctuating expenses. Here’s […]

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What Our Client Says?

Jonathan SenigagliaJonathan Senigaglia
21:58 04 Jul 22
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!
michael berkemichael berke
23:11 13 May 22
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!
Elmira EsmaeiliElmira Esmaeili
01:17 01 Mar 20
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.
john meloyjohn meloy
00:01 16 Feb 20
As a new client I’m 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. I’m grateful for the invaluable assistance I’ve so far received from Basta & Company, and staff!Thank you,John Meloy
Jessica BermanJessica Berman
22:22 23 Jan 20
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!
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Frequently Asked Questions

We’re a B2B accounting firm with a focus on real estate and tech companies. We provide value-added services such as tax planning, financial analysis, and strategic advice. We help businesses optimize their financial performance, reduce their tax burden, and make informed decisions that support their growth and profitability.

Any business that needs help managing its finances can benefit from working with us. This includes small businesses, startups, and mid-sized companies, across tech and real estate industries.

We specialize in venture-backed startups real estate, construction, architecture, and engineering firms. However, we will consider other industries as well, on a case-by-case basis.

Our fee structure is in tiers, depending on the complexity of the service. we value price every engagement. This means that we focus on the value we provide to your business, rather than simply charging based on the amount of time we spend on a particular task. By using a value-based pricing model, we’re able to provide more than just accounting services – we act as strategic partners to help your business achieve its goals and succeed over the long term.

We offer full-suite, cost-effective accounting solutions through our unique fractional CFO service platform. These services include tax and accounting, financial analysis, budgeting and forecasting, cash flow management, financial reporting, and strategic planning. We offer tailored solutions that are specifically designed to address the challenges faced by your business.

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.

Company

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100 Pine Street, Suite 1250
San Francisco, CA 94111

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