• Reliable tax planning

    from an Experienced CPA firm
  • Accounting services

    for small businesses and entrepreneurs.
  • Accounting for real estate

    businesses and homeowner associations

San Francisco, CA Accounting, Unisource Financial Group

San Francisco Accounting and Tax Services

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.  

Tax Preparation, Planning and Advice for Business and Individuals

When our tax accountants prepare your business or individual taxes, you can be certain that you’ll receive every available credit or deduction for which you qualify and, that your returns are prepared error-free and on time.

Our tax planning services offer a proactive approach in designing tax strategies that ensure you’ll pay the least amount possible on your current return. Then, with ongoing reviews throughout the year, we can advise you on ways to keep your tax liability as low as possible going forward.

If you find yourself dealing with an IRS or state tax problem such as an audit, unfiled returns or back taxes owed, we can help you with discrete, affordable resolutions such as offers in compromise or installment plans.  And, as CPAs we’re fully qualified to represent you to the IRS or the CA franchise tax board.

We also provide tax preparation and IRS representation for individuals as well as services such as preparation of trusts and gift taxes. 

Small Business Accounting and Bookkeeping

We offer full-service accounting for startups and small business with packages that include:

  • Day-to-day accounts payable and receivable, invoicing and bookkeeping functions
  • Cash flow management, budgeting, forecasting
  • Accurate and report-ready financial statements

Services for QuickBooks®

Our QuickBooks® advisors will help you install the software, then work with you to customize forms, invoices and other functions designed to meet the needs of your business model.  We can also help you transition your existing data, then provide personalized training for you and your staff as well as troubleshooting and problem resolution.

New Business Advisory

Whether you’re an entrepreneur looking for the right business entity, or an established small business that needs financial direction, we offer strategic planning and new business advisory services to help you set up the personalized financial processes that will keep your business profitable, compliant, and running smoothly.   Our diverse client base includes, San Francisco-area startups, medical and dental practices, architects, engineers, real estate professionals and independent contractors.

How can we help you?

Unisource Financial Group is located at 150 Executive Park Blvd, Suite 4450 in San Francisco and serves businesses and individuals in San Francisco Bay, the Silicon Valley, East Bay, South Bay and surrounding areas.  Give us a call at (415) 333-6262 for a free consultation to see how we can help you with all of your tax and accounting needs. 

Services for Individuals

Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

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Business Services

Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.

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Tax Services

Don't pay more in taxes than you have to! Take full advantage of all deductions and credits with our tax planning, compliance, and preparation services.

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Services for QuickBooks®

There's a reason QuickBooks® is the number one business accounting software. Put this robust software to work for you with QuickBooks® setup and training.

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