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Potentia Tax
1226 Lincoln Avenue, San Jose, California, United States
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About the Potentia Tax
Potentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning.
We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.
Potentia Tax also offers services such as individual tax return preparation, estate and trust tax returns, FBAR services, final returns for the deceased, corporate and LLC tax returns, and business property tax returns. We handle these processes with expertise and empathy, ensuring a hassle-free experience for our clients.
Additionally, our Business Evaluation and Management Advisory Services are designed to catalyze growth and secure financial futures for businesses. We offer in-depth business structure analysis, adaptive tax planning for business transitions, new business advisory services, and pre-sale business structure optimization to maximize profits and minimize liabilities.
With a focus on compliance, efficiency, and strategic decision-making, Potentia Tax provides a full suite of accounting services that go beyond number crunching. From preparing financial statements to performing bank reconciliations, we ensure your financial operations are streamlined and compliant with regulatory requirements, empowering you to make informed decisions with confidence.
Photos of Potentia Tax
1226 Lincoln Ave # 110, San Jose, CA 95125, United States
Opening hours of Potentia Tax
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of Potentia Tax
"Excellent experience, very helpful with efficient use of technology to ensure a comfortable client experience."
"Rachita was incredibly helpful and professional! She was patient and answered all of our questions, and provided excellent guidance. Throughout the process she was communicative and clear. They make it easy, and I look forward to working with them next year!"
"I found Rachita Wadhwa and Billy Boulett through the Yelp quote system. Rachita responded very quickly and set up a zoom call for introductions. Her communications throughout remained equally prompt. Billy also helped keep me well informed of how my filing progressing as well as provided secure means for me to provide my documents online. 2020 was an interesting year so my taxes were more complex than usual and I decided to get assistance late in the year. Despite the short deadline, Rachita was able to considerably outperform what TurboTax expected as well as provide advise to even further maximize my return. I am thrilled with the ability and professionalism Potentia Tax presented."
"I did this year's taxation with them. They are very professional and polite. The people that work here have great values."
"Had a wonderful experience with taxation. Every minute details were taken are of and well explained."
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