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U

Unisource Financial Group

Brisbane, California

(32)
U

Unisource Financial Group

Brisbane, California

(32)

Reviews (32)

Leave a review
D
17 December 2019

Samy Basta was very helpful. He pointed out step by step what our next move should be. Brought up a lot of questions that we need to consider before making a tax choice. Experienced RE investor CPA

L
10 July 2019

Samy is an experienced CPA in both public and private sectors, and provides professional accounting service to clients. He is responsible and dedicated to his work. His clients always come the first. I worked for Unisource Financial Group, and I learned a lot from working with this great team. I really appreciate that Samy, as a mentor, helps me better understand the real accounting world by doing tax preparation and small business accounting, and bookkeeping. I like the flexible work time and prudent attitude towards the clients' service. More...

E
30 June 2019

Samy is extremely patient and will answer all your questions. He offers great advice that works best for you and your business. He always has the client in mind. He is very professional and I enjoy working with him. I highly recommend Samy without hesitation. More...

E
25 June 2019

Samy is extremely patient and will answer all your questions. He offers great advice that works best for you and your business. He always has the client in mind. He is very professional and I enjoy working with him. I highly recommend Samy without hesitation. More...

C
30 April 2019

Samy and his team are fantastic. They are thorough and meticulous about every detail. They do a great job helping their clients with all their tax and accounting needs. Personally my accounts were a mess and complicated and Samy helped me navigate through all of them. He is smart and honest; he seeks not only to know your books but also to know you. You will not find a harder worker - he responded to all my emails even at night! You will not be disappointed. More...

B
27 March 2019

I have full confidence in Samy's tax planning knowledge. He is specialized in small business taxes. I seem him as the the right fit for real estate investors, start-ups and small and medium businesses. I have recommended all of my clients to meet him and get his fiduciary feedback. He is my own personal CPA and has been a great resource for my family and my practice...Above all, he is a great human being with a warm heart... More...

A
1 December 2018

Samy and his staff are absolutely professional, willing to go the extra mile in making sure every 't' is crossed and 'i' is dotted. Samy is extremely thorough and attentive, and has surpassed my expectation in every-way. Whether it be calls, emails, one-off items and questions- he's immediately responsive and attentive. If he'll have me- I'm coming back every year for business with him and his staff! More...

C
1 November 2018

I could not recommend Samy and the team at Unisource enough. They go above and beyond to make a difficult process as simple as possible. I had a confusing tax situation with opening up a new business, and Samy was able to tell me everything I needed to do, ensured I was compliant with all regulations, and made sure everything was filed on time. They did such a good job with my company’s taxes that I am now having them do my entire family. If I could give them 10 stars I would, if you are looking for a CPA, you’re lucky you found Samy. More...

D
1 November 2018

Samy knows his stuffHe is big on electronic document submittals which makes doing your tax preparation easy especially year after year. His office location in the southern area of San Francisco near Highway 101 with free parking make it easy to get to him for meetings More...

N
8 October 2018

Samy and his team are very knowledgeable when it comes to tax services and real estate accounting. He and his team offer great business advice and will help you plan for now and the future. They help businesses and individuals, so they are a one-stop shop for those who own their own business and need help with personal finances too! Highly recommended! More...

N
8 October 2018

Samy and his team are very knowledgeable when it comes to tax services and real estate accounting. He and his team offer great business advice and will help you plan for now and the future. They help businesses and individuals, so they are a one-stop shop for those who own their own business and need help with personal finances too! Highly recommended! More...

K
29 September 2018

Mr. Basta advised us with efficiency and expertise regarding the property tax implications when one partner sells interest in an income property.  His sound knowledge of the laws of reassessment enabled us to proceed with a clear understanding how the property tax would be affected, and this was most helpful.. Thank You, Samy Basta!Gary More...

D
29 September 2018

Samy knows his stuff.All electronic document submittals make doing your annual taxes easy.Samy is easy to work with.We've been with him a number of years. Southern San Francisco location near highway 101 with free local parking is sweet. More...

B
24 September 2018

Tax laws are confusing to me, but Samy does a great job explaining the intricacies! He also provides great advice.

T
13 September 2018

Samy and his team rock when it comes to helping with all of your accounting needs. They have helped me and many of my clients for accounting needs. You get the same services a big firm AND you get the boutique firm treatment.I highly recommends Sammy and Unisource Financial Group More...

G
13 September 2018

Samy is GREAT! Very knowledgeable​ and helpful. As a new business owner, he was very helpful in​ answering all of my tax-related​ questions. Always makes himself available to speak to him, responds to emails in a timely manner. He also filed my personal tax return for the past two years and experience was great! I would definitely recommend Samy and his team. More...

S
2 September 2018

Samy helped me understand some of the intricacies of the accounting system in the US and what I should pay attention to as a small business owner. Samy is very responsive and available and I never doubted his skills and knowledge. I think Samy knows his area of expertise and will always give you the best advice for your situation. More...

A
27 August 2018

I've worked with Samy for 1 year and its the first time (in 14 years of being self employed) I've felt like I have a financial partner rather than someone just filing my taxes. Samy takes the time to answer all of my questions, looks at my whole situation both as an individual and a business owner, and has set me up to make the most of my financial situation and responsibilities. Can't recommend him highly enough! More...

P
21 August 2018

Samy has worked with a number of my clients and I have found him to be thorough and very helpful in assisting my clients to maximize deductions and minimize taxes.

D
7 February 2018

Sammy is great! He explains things clearly and seems to be very knowledgeable and he was extremely helpful. I would highly recommend his services.

S
21 January 2018

I went to a seminar where Sammy was presenting about the new tax laws. He was also happy to answer my personal tax questions after the seminar as well. Although I haven't used his services yet, he seemed very insightful and knowledgeable on anything/everything tax related. More...

S
25 November 2017

Samy is a PROA specialist that caresAs a practicing attorney I chose Samy from the many CPAs I know to review and evaluate my personal tax situation. Samy provided the second and objective insight and opinion with a specific plan that allowed me to proceed comfortably.I recommend Samy without reservationYou will NOT be disappointed. More...

L
3 March 2017

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. He went above and beyond and sent me contact information for two of his connections that would be a better fit for my firm. This was definitely unexpected but VERY much appreciated! I sincerely appreciate a company and an owner who provide great customer service; even to those who are not their customers.Samy, thank you again for your amazing service and hospitality. I will definitely recommend Unisource to anyone in need! More...

A
1 November 2016

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! More...

J
15 September 2016

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. More...

E
30 May 2016

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. I can't say enough about the quality and the great feeling I got from working with Unisource Financial Group. Very recommended! More...

E
18 January 2016

I heard about Unisource Financial Group from a friend as I was needing a quick financial advice as solopreneur. Samy B answer me directly and was an amazing service by being very flexible and making time to meet and answer all my questions very patiently. I used to go to H&R block for my tax purposes and now I see what a world difference it makes when you have a good CPA. However, with the quality of service I received with Unisource I can't imagine to get anywhere else. Thanks so much for being so awesome! More...

C
16 November 2015

Samy has great knowledge when it comes to financials and tax implications, and it's all readily available, only a phone call away. He has a wide range of experience that almost all of your questions had been answered and tried previously. Samy has helped with personal tax filing, real estate transactions, and 1099 direction. And he has offered valuable assistance every single time. I definitely recommend him. More...

N
1 January 2015

Samy has been a great help to us.  He is professional and diligent. He is always attentive and quick to respond.  He has a great one-on-one service and is extremely reliable.  He has helped us not only personally, but also with our business taxes.  We have been working with Unisource for over five years, and highly recommend them to everyone. More...

G
28 December 2014

I highly recommend using both family and friendsI've been a client of Unisource Financial Group for 30+ years for tax services CPA. I've been very happy with Samy Basta the owner he is professional, efficiently and professionally & great customer service skills.  Therefore, I am loyal to companies that do right by their customers I will continue to be a loyal customer for Unisource Financial Group with many years to come. More...

S
30 October 2014

I want to thank you for your efficient, professional and excellent service quality.  I can always get a hold of Samy when I need to.  And when I need something immediately, he is always ther to help and step up to the plate, and get it done for me.  I never have to wait long for call back.  Samy gets all my financials and tax returns done in a timely fashion, and is always and I recommend his services to many of my friends and coworkers and they have all had a very positive things to say about Samy.S. Kafeety More...

N
5 October 2014

I've been a client of Samy B. (Unisource Financial Group) for 10+ years for my tax services. I've been very happy with Samy's professional tax services and GREAT customer service skills.  Therefore, I will continue to be a loyal customer for tax services with many years to come.  Nancy Kline More...

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