
Roundleaf - San Jose
variety of options so they can make the best choice for themselves. Our services help individuals to guide our customers on their financial journey. We provide personalized advice and tailor our services tomeet each person’s specific needs. Our goal is to help you accomplish your financial goals and manage your

Sosa Practice Partners
success. We offer a range of highly personalized services tailored to the needs of individual services include medical billing and practice management solutions, EMR/EHR software, creative collection solutions, well care services why we are dedicated to providing the best possible solutions to ease the pressure of

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