Potentia Tax
Business details
- Category
- Accountants & Tax · Tax consultant, Tax preparation
- Address
- 1226 Lincoln Ave Suite 200 Ste. 200, San Jose, CA 95125
- Phone
- (408) 877-6867
- Website
- potentiatax.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Secure document collection, prompt answers, and electronic filing, all handled with care: that's what we offer at Potentia Tax. We're a tax preparation and tax consulting practice serving San Jose and families and individuals across Santa Clara County.
Many of our clients stay with us year after year, and we treat every relationship like family, helping with choices well beyond the filing itself. Our team collects your information through a secure vault tool, so your documents stay protected from the start.
We respond to questions promptly and explain things clearly, so you always know where your return stands. We also go the extra mile to keep tax season on track, including guidance on details that are easy to miss, like the IRS identity PIN that changes each year.
Whether you're preparing a simple return or managing a more involved portfolio, we bring the same attention and professionalism to the work.
Book through our website to get started.
Many of our clients stay with us year after year, and we treat every relationship like family, helping with choices well beyond the filing itself. Our team collects your information through a secure vault tool, so your documents stay protected from the start.
We respond to questions promptly and explain things clearly, so you always know where your return stands. We also go the extra mile to keep tax season on track, including guidance on details that are easy to miss, like the IRS identity PIN that changes each year.
Whether you're preparing a simple return or managing a more involved portfolio, we bring the same attention and professionalism to the work.
Book through our website to get started.