Potentia Tax
Financial Services • 
San Jose, California, United States • 1-10 Employees
Company overview
| Headquarters | 1226 Lincoln Ave.,, Ste 200, San Jose, CA 95125, US |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Tax Preparation, Irs Problem Resolution, Gift Tax Consulting |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at Potentia Tax
Nicole Morris
Director of Business Operations
Potentia Tax Email Formats
Potentia Tax uses 2 email formats. The most common is {first initial} (e.g., j@potentiatax.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@potentiatax.com | 75% |
{first name} | john@potentiatax.com | 25% |
About 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.
Potentia Tax revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Potentia Tax has never raised funding before.
United Kingdom
Australia
Frequently asked questions
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40,000 users
