Tax Planning
Personalized strategies address tax liability, investments, assets, an
Potentia Tax
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About Potentia Tax
Tax planning and tax return preparation serve as the core offerings. Potentia Tax works with individuals and business owners with net worth of $2 million or more, combining planning with preparation to address complex financial situations. Services include planning for high-net-worth individuals, Alternative Minimum Tax guidance, multistate tax matters, estate and trust arrangements, and business tax strategy. The firm also advises on business succession, new entity selection and structuring, and mergers and acquisitions. Its team includes CPAs, tax preparers, and financial professionals who consider investments, real estate, other assets, and business circumstances when developing strategies. Potentia Tax serves clients in San Jose.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax Preparation
Prepares individual tax returns for clients with complex financial por
Business Tax Strategy
Advises on entity structure, succession, and mergers and acquisitions.
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