Potentia Tax

San Jose, CA Financial Services
(408) 877-6867
(408) 877-6867
1226 Lincoln Ave Ste 110, San Jose, CA 95125

1226 Lincoln Ave Ste 110, San Jose, CA 95125

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About the Business

At Potentia Tax, our mission is to provide our clients with insightful advice in order to enable them to make well-informed decisions. We focus on tax planning and devote equal time to planning as to preparation so that our clients can benefit from minimized tax implications. Our team consists of CPAs, tax experts, and financial professionals, working together to offer services to individuals and business owners who have a net worth of two million or more.

We strive to be the best in providing comprehensive tax planning and preparation services. Our team has the expertise and experience to manage complex tax issues, from estate and trust planning to business succession strategies. We take the time to understand each client's unique financial situation and develop personalized solutions tailored to their needs.

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Publisher Info

Opening Time

  • Mon
    9:00 AM - 4:30 PM
  • Tue
    9:00 AM - 4:30 PM
  • Wed
    9:00 AM - 4:30 PM
  • Thu
    9:00 AM - 4:30 PM
  • Fri
    9:00 AM - 4:30 PM
  • Sat
    Closed
  • Sun
    Closed
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