The Knowledge Hub
for San Francisco Businesses

Access actionable insights, tutorials, and expert advice to elevate your accounting and financial decision-making.

Insights From Your San Francisco CPA

Finance Video Insights

Learn key accounting and financial strategies from real-world scenarios, explained through concise and informative videos.

“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

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.

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.

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.

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.

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.

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

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Basta & Company guides San Francisco businesses through every financial milestone — from business structure and accounting systems to tax strategy and scaling with confidence.