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Samy Basta CPA

Samy Basta

CPA

Jessica Catinella

Jessica Catinella

Marketing & Administrative Assistant

Steven Wolfson

Steven Wolfson

CPA

Hello

Thank you for expressing interest in our tax and accounting services for small businesses. This page will help you understand our process for working with new clients. If you have any questions, please give us call at 415-333-6262.

Be In Touch

As a small digital firm, based in San Francisco, we genuinely care about finding better ways to help you manage your business. Our qualified CPA staff with diversified background strive to meet and exceed your expectation. Our welcoming and experienced staff is ready to answer your questions. Call us at415-333-6262, or chat online. Any requested documents can be provided through the File Share Link located on our secure portal.

Why Us?

Here at Basta & Company, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted San Francisco, CA CPA firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping, to making informed decisions about hiring more employees, or investing in a big purchase, we are ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business.

Complementary Consultation

After the initial consultation, we’d ask you to:

The answers to your questions help us to become familiar with your situation, and accurately quote our professional services. We’ll review your prior year tax documents, and you’ll receive a follow-up email with our Three Tier Pricing options to choose from.

Moving Forward

Want to go ahead and sign up? We’re very excited with the prospect of having you as a client. Just let our team know which service package you desire. Our staff will send you an engagement letter, you review and e-sign it, and let’s get to work.