Meet The Team
Meet our licensed San Francisco CPA and expert team delivering tax planning, bookkeeping, and financial advisory services across the Bay Area and California.
Meet The Team
Get to know our licensed San Francisco CPA, our dedicated accountant, and the supportive team bringing deep expertise in tax planning, bookkeeping, and financial advisory services businesses across Bay Area and California.
Meet Samy Basta, CPA
Founder
Founder of Basta & Company, Samy Basta, CPA brings with him over 20 years’ of experience in tax strategy, financial planning, and business advisory across the real estate, medical, and tech industries.
Meet Louise Villanueva
Client Success
Meet Andres Herrera
Staff Accountant
Andres is a detail-oriented accountant with a strong foundation in bookkeeping, payroll, and month-end close, known for clear processes and proactive communication.
Meet Mariana Alejo
Admin Lead
Mariana brings a calm, steady energy to the teams she supports, helping day-to-day operations run smoothly with clarity and intention. She focuses in organization, clear communication, and anticipating needs so nothing slips through the cracks.
“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?
Both. We offer monthly retainer engagements for bookkeeping, CFO advisory, and tax management, as well as project-based engagements for tax preparation, audits, or financial reviews. Most clients find ongoing support delivers the most value.
How do you work with new businesses or startups?
We love working with founders from day one. We help new businesses choose the right entity structure, set up their accounting systems, build financial models, and create a tax strategy before revenue even begins, so you start with the right financial foundation.
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.