A little bit about UNISOURCE
Samy Basta is the managing director and founder of Unisource Financial Group, he brings more than 20 years in tax, financial and business consulting to this role. Samy’s practice focuses on consulting with privately-held companies in the areas of financial planning and tax services in a wide range of areas, including tax saving strategies, tax return compliance and advisory services, choice of entity. His emphasis is in the area of financial planning, working with clients to improve the quality and usefulness of their resources. Samy also provides technical support on complex tax issues, as well as helps solving tax problems and IRS audit representation.
Samy has Bachelor of Science in business administration with a concentration in finance and accounting. He earned his MBA from the Notre Dame de Namur University in CA with a concentration in finance. He is a member of the American Institute of Certified Public Accountants, California Society of CPA’s and CA Society of Tax Consultants. He served on the Board of Directors as VP and President of SF Chapter for the California Society of Tax Consultants, a 501(c)(3) charitable organization that provides tax education to tax practitioners.