Excellent experience, very helpful with efficient use of technology to ensure a comfortable client experience.
May 2022
Just completed my 2nd year with Potentia Tax. Rachita is extremely knowledgeable and professional. She helped me set up an LLC for my business and is administering the book keeping for me as well. Very pleased with all aspects of their service.
April 2022
Potentia Tax has done my taxes for a couple of years. I am very happy with their services, communication, and professionalism. Rachita is very knowledgeable about taxes and ways to limit future tax liabilities. Everyone at Potentia Tax is willing to help, even in the busiest of times.
Our primary goal is to provide insightful advice so clients can make informed decisions. Tax planning is a key component of the service we provide. Planning is at the center of everything we do, therefore, we dedicate and equal amount of time to planning as we do tax preparation to minimize your tax implications.
Potentia Tax has an experienced team working to make sure our clients receive personal and professional attention. Our firm focuses on accounting and tax services to high-net-worth and ultra-high net-worth individuals as well as small, medium, and large-scale businesses.
