Business Details
28 Years
experience
Trusted CPA Services in San Francisco, CA
Basta & Company & Company is a San Francisco-based CPA firm dedicated to helping small businesses optimize financial performance and reduce tax burdens. With over 25 years of experience, we specialize in tax strategy, financial planning, and business advisory services tailored to real estate and tech companies. Our team prioritizes client education, offering personalized guidance to navigate complex tax laws and implement strategies that maximize profitability.We combine local expertise with proactive financial management, including fractional CFO services, to ensure businesses pay the minimum legally required taxes while positioning for sustainable growth. Our commitment to transparency, responsiveness, and client-centric solutions has earned us a reputation as a trusted advisor in the Bay Area.
Services
Fractional CFO
Business Tax Services
New Business Advisory
Real Estate Accounting
Tech Accounting
Details
- Year established: 1998
Highlights and features
- We offer over 25 years of experience in tax strategy and financial planning for real estate and tech businesses.
- Our team provides personalized tax-saving strategies tailored to your unique business needs.
- We deliver fractional CFO services at a fraction of the cost of a full-time executive.
- Our CPA experts proactively educate clients on complex tax matters in plain language.
- Clients save an average of $5,000-$10,000 annually through our tax optimization strategies.
What people say
Deep knowledge of tax law
Saved thousands in taxes
Patient and diligent
Excellent client education
Prompt communication
Services
Fractional CFO
Our Fractional CFO services provide part-time financial leadership to optimize business systems and accelerate growth. We handle budgeting, financial planning, and KPI tracking, offering strategic guidance to improve cash flow and decision-making. Clients benefit from expert financial management at a fraction of the cost of a full-time executive, ensuring long-term profitability and scalability.
Business Tax Services
We specialize in minimizing tax liabilities for businesses through proactive tax planning and preparation. Our CPA experts stay updated on evolving tax laws to identify deductions, credits, and incentives tailored to your industry. From compliance to resolution, we ensure accurate filings and strategic tax-saving opportunities for real estate, tech, and other sectors.
New Business Advisory
Our advisory services help new businesses establish a strong financial foundation. We assist with entity selection, tax structuring, and financial forecasting to avoid common pitfalls. By optimizing business setup and lending strategies, we position startups for sustainable growth and profitability from day one.
Real Estate Accounting
We provide specialized accounting and tax solutions for real estate investors, developers, and landlords. Our services include property performance analysis, tax-efficient structuring, and cash flow management. By leveraging industry-specific expertise, we help clients maximize returns and navigate complex tax regulations in real estate transactions.
Tech Accounting
Tailored financial services for tech startups and IT companies, including tax optimization, cash flow forecasting, and strategic advisory. We address unique challenges like venture capital readiness and scaling operations, ensuring tech businesses maintain compliance while accelerating growth through data-driven financial insights.
People
Samy Basta
CPA, Founder
Samy Basta & Company & Company is a tax expert with over 25 years of experience in financial planning and business advisory. He specializes in helping real estate and tech companies reduce tax burdens and improve profitability through strategic guidance and personalized solutions.
Viviana Jurado
Staff Accountant
Viviana Jurado is a bilingual economist with seven years of experience in bookkeeping and financial management. She focuses on streamlining accounting processes and implementing technology-driven workflows to enhance efficiency for clients.
Louise Santiano-Villanueva
Client Success
Louise Santiano-Villanueva brings over 10 years of experience in client support and project management. She ensures seamless service delivery and organizational efficiency, helping clients navigate financial challenges with clarity and confidence.
Questions
What industries do you specialize in?
We specialize in real estate, tech startups, construction, and professional services firms. Our expertise extends to venture-backed companies and small businesses across California.
How can you help reduce my business taxes?
We identify industry-specific deductions, tax credits, and structuring strategies to legally minimize liabilities. Clients typically save $5,000-$10,000 annually through our tailored tax planning.
What is fractional CFO service?
Our fractional CFO provides part-time financial leadership, including budgeting, forecasting, and strategic advisory, at a fraction of the cost of a full-time executive.
Do you offer free consultations?
Yes, we provide a complimentary 15-minute consultation to discuss your financial goals and determine how our services can benefit your business.
How are your services priced?
We use value-based pricing with fixed monthly fees, ensuring transparency and predictable costs tailored to the complexity of your financial needs.
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