Business Details
28 Years
experience
Your Trusted San Francisco CPA Partner for Tax and CFO Services
Basta & Company & Company is a trusted San Francisco-based CPA firm with over 25 years of experience helping small businesses maximize profitability and minimize tax liabilities. Our services combine proactive financial guidance, expert tax strategy, and fractional CFO support tailored to real estate and tech companies. We prioritize client education, transparent communication, and personalized solutions to ensure businesses thrive through complex tax landscapes.Our team of seasoned professionals delivers actionable insights, from initial business setup to advanced tax planning, while maintaining a commitment to ethical standards and client-centric service. With decades of local expertise, we position ourselves as strategic partners dedicated to long-term business growth.
Services
Fractional CFO Services
Business Tax Services
New Business Advisory
Real Estate Accounting
Tech Accounting Services
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of specialized CPA experience in real estate and tech industries.
- Our team provides proactive tax planning to legally minimize liabilities.
- We deliver personalized financial guidance with transparent, jargon-free communication.
- Our fractional CFO services combine strategic expertise at a fraction of traditional costs.
- We guarantee actionable insights to improve business cash flow and operational efficiency.
What people say
Cut $6k off tax bill
Deferred capital gains taxes
Paid nothing after $10k expectation
Prompt communication
Detailed consultations
Services
Fractional CFO Services
Our part-time CFO services provide strategic financial leadership at a fraction of full-time costs. We optimize business systems, manage cash flow, and develop growth strategies tailored to your industry. Clients gain access to expert financial analysis and proactive decision-making support to accelerate profitability.
Business Tax Services
We specialize in minimizing tax liabilities through customized planning and compliance solutions. Our team stays current with evolving tax laws to identify deductions, credits, and deferral opportunities. Services include annual tax preparation, audit defense, and year-round tax-saving strategies for businesses and individuals.
New Business Advisory
We help new businesses establish strong financial foundations through entity selection, tax planning, and lending support. Our advisory services cover operational structuring, cash flow management, and growth roadmaps. We provide ongoing mentorship to navigate early-stage financial challenges effectively.
Real Estate Accounting
Tailored accounting solutions for real estate professionals include 1031 exchange planning, property management accounting, and investment analysis. We address industry-specific challenges like depreciation schedules and tax-efficient structuring to maximize returns on real estate portfolios.
Tech Accounting Services
We support tech companies with specialized accounting for high-growth environments. Services include equity compensation planning, R&D tax credits, and scalable financial systems. Our team understands tech industry nuances, from venture capital readiness to compliance for emerging SaaS businesses.
People
Samy Basta
Founder & CPA
With over 25 years of experience, Samy Basta & Company & Company specializes in tax strategy and business advisory for real estate and tech companies. He focuses on minimizing tax liabilities while maximizing business growth through personalized financial guidance.
Viviana Jurado
Staff Accountant
Viviana Jurado brings seven years of financial management experience, specializing in technology-driven accounting workflows. She provides bilingual support and streamlines complex bookkeeping processes for diverse industry clients.
Louise Santiano-Villanueva
Client Success Manager
Louise Santiano-Villanueva offers over a decade of client support experience, ensuring seamless project management and organized financial operations. She serves as a dedicated liaison between clients and accounting teams.
Questions
How can Basta & Company & Company & Company help reduce my business taxes?
We identify industry-specific deductions, optimize entity structures, and implement year-round tax planning strategies to legally minimize liabilities while maximizing cash flow.
What accounting services do you offer for real estate businesses?
We provide 1031 exchange planning, property management accounting, depreciation analysis, and tax-efficient structuring tailored to real estate investors and developers.
Do you work with tech startups outside San Francisco?
Yes, we serve tech companies nationwide with virtual CFO services, equity compensation planning, and scalable financial systems for growth-stage businesses.
What's included in your fractional CFO package?
Our package includes financial forecasting, cash flow management, KPI tracking, strategic tax planning, and on-demand advisory services at a fixed monthly rate.
How do you handle complex tax situations?
We resolve audits, delinquent filings, and multi-state tax issues using 25+ years of experience with California's complex regulations and federal compliance requirements.
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