Potentia Tax
Financial ServicesView the employees at
Potentia Tax-
Nicole Morris Partner at Potentia Wealth
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San Jose, California, United States
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Rising Star
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Overview
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.