Call Us +1 (415) 333-6262

Client Portal

With Tech & start up companies, getting your tax strategy right can be the difference in hundreds of thousands, if not millions of dollars, over the life of your company. That’s why it’s important to hire experts like Basta and Company from the beginning, to set your company up in the most profitable way. We know the Tech tax code inside and out, and have over 20 years of experience managing the most complex Tech tax situations. Through dozens of often-missed tax credits & deductions, we’ll save you tens of thousands of dollars in the bat of an eye.

We help minimize your start up taxes

Save hundreds of thousands on tax credits

Did you know that your start up can apply up to $250,000 in tax credits to payroll tax each year, even if you are not yet profitable? At Basta & Company, we know the tax code for Tech & Start Up companies inside and out. We'll make sure you receive every deduction and credit you're qualified for.

Plan ahead for your exit

Why should you worry about exiting already? Selling your business will trigger capital gain taxes, so it’s important to know ahead of time what your options are, and structure your business in a way that will be most profitable for you. Getting your tax structure right from the beginning, can be the difference in hundreds of thousands of dollars in your pocket, or not, when you sell.

Reduce your stock compensation tax liability

When you are granted stock compensation within a Tech company, you technically don’t own them until they fully vest (~4 years later). However, you still have to pay taxes on them! We will help you set up a tax election that will avoid paying ordinary income taxes at the time when options are fully vested (~4 years later), when the value is higher, and instead pay taxes at the initial price of when the stock was worth pennies.

We take care of your start up taxes
- from start to finish

In-Depth Tax Strategy

Our services begin the day you come on board. We'll take a look at your existing tax structure and create a tailored tax approach to optimize any gaps we see. We'll help prepare you ahead of time for the R&D Tax Credit, start up deductions, and stock option tax efficiencies to ensure that you qualify for tens of thousands of dollars in savings in each year.

Breezy Tax Planning

What do stress-free taxes feel like? With Basta & Company, you'll find out! We handle all of your quarterly and annual taxes to ensure accurate and timely filing, in order to reduce your risk of penalties. We’ll always check in to make sure you understand exactly what’s going on with your taxes each year.

Tax Resolution

With over 20 years of experience in tax strategy and preparation experience, there’s nothing we haven’t seen. Whether you have received an audit notice from the IRS or need to file back taxes, rest assured we'll solve any tax issues that arise.

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!
js_loader
quotesArtboard 1 copy 2

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!

Jonathan Senigaglia- Basta & Company client

Jonathan Senigaglia

Work With the Start Up Tax Experts.

Book Your Free Chat To Get Started.

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

Get In Touch

100 Pine Street, Suite 1250
San Francisco, CA 94111

© Copyright Basta & Company. All Right Reserved 2024.