Potentia Tax
Our primary goal is to provide insightful advice so that you can make informed decisions. Tax planning is at the center of everything we do and a key part of how we educate our clients. We dedicate an equal amount of time to planning as we do tax preparation to minimize your tax implications. Our team of CPA’s, tax preparers, and financial professionals work holistically to serve individuals and business owners with a net worth of $2 million or more.
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4
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Rachita Wadhwa
Lead Tax Planner & Preparer · Other
EmailPhone - LV
Lanica V. Umali
Tax Practice Manager · Finance & Accounting
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Akshata Shanbhag
Tax & Accounting Associate · Finance & Accounting
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Top roles at Potentia Tax
3 distinct titles indexed · top 3 shown.
- 1lead tax planner & preparer
- 1tax & accounting associate
- 1tax practice manager
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