Our CPA experts provide fractional CFO services, accounting, and tax strategy for commercial real estate owners and investors across the San Francisco Bay Area and California, helping you manage cash flow, understand portfolio performance, and make more informed financial decisions as your holdings grow.
Some of the most consequential financial decisions in commercial real estate happen around specific transactions and deadlines — a 1031 exchange window, a refinancing decision, a property acquisition or sale, or a cost segregation opportunity that has not been evaluated. We provide fractional CFO services, accounting, and tax strategy for CRE owners across the San Francisco Bay Area and California who need a CPA thinking on that timeline.
We work with commercial real estate owners and investors to structure entities property by property, plan around 1031 exchanges and cost segregation opportunities, and consolidate reporting across a multi-property portfolio. This is a different conversation than a construction or trades business. The tax strategy here is built around depreciation, financing, and disposition timing rather than job costing.
The numbers we review together:
Financial Guidance for Commercial Real Estate Practices
Strong occupancy or rising property values don’t always translate into strong cash flow. Between debt service, capital improvements, tenant improvements, repairs, property taxes, and uneven rent collections, cash can get tied up quickly. Without a clear view of each property’s financial performance, it becomes harder to know which assets are truly generating healthy returns.
Our team of CPAs and accountants helps commercial real estate owners build financial systems around how their portfolio actually operates, giving them clearer visibility into cash flow, property performance, tax exposure, and the financial decisions behind future growth.
Financial challenges often start as everyday business decisions. For California companies, having the right advisor in place can help identify risks early and address them before they disrupt growth.
Most CRE owners depreciate buildings on a straight 27.5- or 39-year schedule when a cost segregation study could accelerate a meaningful portion of that depreciation. We assess whether it’s worth commissioning one.
The identification and closing windows in a 1031 exchange are unforgiving, and getting the basis tracking wrong afterward creates problems for years. We plan around these deadlines, not after them.
Many CRE owners hold each property in a separate LLC for liability reasons, but that creates a consolidation and reporting burden if it isn’t managed deliberately. We build reporting that rolls up cleanly.
Debt service coverage ratios and covenant compliance directly affect your ability to refinance or acquire. We track this proactively, not right before a lender asks.
Passive activity loss rules and real estate professional status determination materially change what you can deduct. Most owners haven’t had this actively planned.
We partner best with CRE owners that:
We work with commercial real estate owners and operators throughout San Francisco, the Bay Area, and California, helping them bring more clarity to property finances, tax planning, and portfolio-level decision-making.
California owners holding several commercial properties across one or more entities.
Owners managing retail centers or mixed residential-commercial properties.
Owners of office buildings, warehouses, or industrial space with longer-term leases.
Owners actively using 1031 exchanges to grow or reposition a portfolio while deferring capital gains.
Multi-partner ownership structures needing consolidated, partner-level reporting.
The right financial strategy doesn’t just organize your books. It increases resilience and confidence.
Your financial setup should work the way you do — not the other way around. That’s when things finally make sense
Our clients gain:
Growth can expose gaps in a commercial real estate company’s financial systems. As portfolios and operations become more complex, stronger reporting, financial infrastructure, and strategic oversight can help owners maintain visibility and make better-informed decisions.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Books structured to roll up cleanly across multiple property-level entities.
Plan around loan covenant timing, refinancing windows, and disposition scenarios.
Understand which jobs, crews, and service types are driving margin — and which are quietly breaking the bank.
Stay ahead of California taxes with year-round planning designed to legally minimize what you owe.
We run the numbers first so you can see how each move could affect cash flow and profitability.
Understand which properties, and which depreciation strategies, are actually driving after-tax return.
Stay ahead of California taxes with year-round planning designed to legally minimize what you owe.
We run the numbers first so you can see how each move could affect cash flow and profitability.
Senior financial leadership on a part-time basis. Strategy, forecasting, and financial decision-making. Without the full-time salary.
Books structured to roll up cleanly across multiple property-level entities.
Plan around loan covenant timing, refinancing windows, and disposition scenarios.
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
No. We’re based in the Bay Area serving the built environment (construction and construction specialty trades, engineering and design-firms, and property managers) across California.
Yes. We assess your properties and estimate the potential benefit before you commit to the cost of a study.
Yes. We help you plan around identification and closing deadlines and track basis correctly afterward.
Yes. We build consolidated reporting that rolls up cleanly across your entity structure.
Yes. We track debt service coverage ratios and covenant requirements proactively.
We help with depreciation strategy, entity structure, passive activity loss planning, and year-end tax strategy.
Yes. We help you understand how this status could change what you’re able to deduct.
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.
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.
Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.
With over 25 years of experience, Basta & Company has become a trusted partner for growing businesses across San Francisco, Alameda, Contra Costa, Marin, Napa, San Mateo, Santa Clara, Solano, and Sonoma counties, as well as throughout California. Led by Samy Basta, CPA, our team provides fractional CFO services, accounting, and tax strategy.
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