Learn More About Unisource Financial Group of San Francisco

Unisource Financial Group is a full service Bay Area accounting firm specializing in providing tax­ driven accounting and strategic planning solutions to emerging businesses and not ­for ­profit organizations in San Francisco and the Silicon Valley since 2011.

Our Values

The individuals and organizations in the Bay Area and Silicon Valley are passionate about bringing their big ideas to life. We equally passionate about delivering services and insightful advice consistent with our values of professionalism, responsiveness, and quality.

These values are more than just aspirations. We live them every day, as evidenced by numerous testimonials?that speak to our clients’ experiences of professionalism, responsiveness, and quality. In working with us, our clients cite our knowledge, experience, accessibility, and caring as the reasons they continue to work with us and recommend us to their peers.

 Firm Profile

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.

  • We help clients set up their accounting software packages ­­including QuickBooks® , Xero, FreshBooks, and Sage­­so they have an accurate picture of their business all year, not just at tax time.
  • We maintain contact throughout the year to help clients develop and implement tax strategies to achieve their business goals with the minimal tax impact. 
  • Since almost any major decision has a tax implication, we help clients understand the effects of their decisions and determine the best tax strategies to achieve business goals.

Our Team

Samy Basta, our founder and managing director, brings more than 20 years of tax, financial and business consulting expertise to his leadership role in our firm. Over just a few years, Samy Basta has built Unisource Financial Group to become a leading Bay Area firm by designing a team approach to providing high quality services.

We continually seek opportunities to strengthen our team with professional, hard­working, licensed CPAs with at least four years of experience. The individuals best suited for our team approach will have demonstrated highly effective tax preparation skills, superior tax research and problem solving abilities, broad software knowledge, and excellent written and oral communication skills. Of course, independence, integrity, objectivity, competence, and due care are pre­requisites for a Unisource Financial Group career.

Schedule a Consultation

Our physical location at 5 Thomas Mellon Circle, Suite 202 in San Francisco provides a base from which to serves individuals and organizations in San Francisco Bay, the Silicon Valley, East Bay, South Bay and surrounding areas. Call us today at (415) 333-­6262 to schedule a free consultation to see how we can help you make data­ driven decisions that will you achieve your business and financial goals.

Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Employment Opportunities
Check this page from time to time for specific employment opportunities.
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.