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June 2023 by Michael Lee
Excellent experience, very helpful with efficient use of technology to ensure a comfortable client experience.
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May 2022 by Craig P.
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.
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April 2022 by Sarah Maloney
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.
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April 2022 by Sarah M.
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.
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August 2021 by Will C.
Wow Wow Wow what a service. Rachita and Billy are incredibly responsive and extremely caring with their service. I was in a bit of a bind with my taxes last year and not only did Rachita talk me down during my minor freak out, but created a tax plan for the upcoming year to ease any anxiety's I had, while also processing my taxes 2 days before the deadline!!! I cannot recommend Rachita and Billy enough for their expertise. They are literally THE BEST! -Will
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August 2021 by Carol S.
Personable service and a great return... what more could you ask for? Nothing! Rachita and the team at Potentia are highly recommended!
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August 2021 by Jeff Maloney
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!
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July 2021 by Jeff M.
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!
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May 2021 by Steve Allhoff
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.
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May 2021 by Bhagyashri Samant
I did this year's taxation with them. They are very professional and polite. The people that work here have great values.
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May 2021 by Sanket Padwal
Had a wonderful experience with taxation. Every minute details were taken are of and well explained.
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April 2021 by Steve A.
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.