Samy Basta, CPA

SAMY BASTA, CPA

Founder

About Samy Basta, CPA

Samy Basta, CPA is a passionate advocate for small businesses and is committed to helping them achieve their goals. He’s well-versed in the rules around business tax structure, and choice of entity. He excels in helping companies take advantage of R&D tax credits, and qualify for real estate professional status. Samy is an expert in strategic exit planning, helping businesses prepare for and execute successful exits, whether through a sale, merger, or other type of transaction. While his work life revolves around business & tax strategy, his life also involves cooking, traveling, and playing his Oud.

Fun Fact

Samy served on the Board of Directors as VP and President of SF Chapter for the California Society of Tax Consultants, a 501(c)(3) charitable organization that provides tax education to tax practitioners.

Favorite Hobbies

Cooking, traveling, and playing his Oud.

Years of Experience

Over 20 years

View More Team Members

Rose Lance staff accountant

Rose Lance

Sr. Accountant

Kristell Temple

Client Service