Unisource Financial Group

Accounting

Unisource Financial Group is a full-service accounting firm that’s been serving businesses and individuals in the San Francisco Bay area since 2012. Founder, Samy Basta, is an experienced CPA with more than 20 years of accounting experience in both public and private sectors. He’s passionate about his business and uses his expertise to partner with his clients, providing the financial services and insightful advice they need to make informed decisions that will help them achieve their business and financial goals.

We specialize in serving mid­-to­-high net worth individuals and small-to-medium­ sized businesses and not­-for­-profit organizations. Our clients are in a range of industries, including realtors, rental property owners, construction, consulting, professional services, business and consumer services.

We have assembled a team of knowledgeable and experienced business professionals with a passion for using their expertise to provide the value­ added services and insightful advice to help our clients realize their business and financial goals. We provide our services through a proactive working relationship. Read more

4 recommendations

  •  
    Lauren J.

    Shared on yelp.com

    Samy is amazing! I recently found Unisource Financial Group via a Google search and sent them an online message to inquire about their services. I sent messages to at least five other accounting companies and Unisource was the first firm to respond to my message and give me a call. (this was last week and only one other firm has since responded... I still have yet to get them on the phone).

    When we connected, Samy was very knowledgeable about the industry and provided excellent customer service. After chatting, unfortunately, Unisource wasn't the best fit for our particular, specific needs. At the end of our call, Samy offered to send me referrals to his connections that would be a better fit...

    Original recommendation
  •  
    Alexandra M.

    Shared on yelp.com

    I referred my client to Samy Basta and within days my client taxes were filled with the IRS and my client said that Samy was an Awesome referral. If you want the best accounting services, call Samy! Thank you for helping my client Samy!

    Original recommendation
  •  
    Jessica P.

    Shared on yelp.com

    I am an Accountant and Samy has been my go-to-person for over a year now- I wouldn't refer my clients anywhere else for their corporate tax returns! Samy is experienced and professional. He always takes the greatest care and provides the highest level of customer service. All around, he is efficient, detailed and affordable. I highly recommend his services.

    Original recommendation
  •  
    Eli Zaturanski

    Shared on goo.gl

    I found Unisource Financial Group through a friend who with startup that connects people, and warmly recommended to check them out. I am a photographer and entrepreneur and in the past I used H&R to help with tax filling, and it always felt lack of connection and care. So I was looking for an independent company that does things differently.

    My friend's referral didn't miss the mark and much more than expected. Samy is a very warm and caring person. Even before I signed in with him He sat with me for a free consultation and very patiently explained me all my options and even gave me free advice...

    Original recommendation