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    Potentia Tax

    5.0 (7 reviews)
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    Services - Potentia Tax

    Accountants

    Business filing for current tax year

    Individual filing for current tax year

    6 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Potentia Tax

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    2 years ago

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    5 years ago

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    5 years ago

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    5 years ago

    Personable service and a great return... what more could you ask for? Nothing! Rachita and the team at Potentia are highly recommended!

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    Empyreal Accountancy

    Empyreal Accountancy

    4.8
    (20 reviews)

    I had a very unprofessional and frustrating experience with this tax service. Jason agreed to set…read moreup an appointment with me, and I went through every step they asked for--signing up through the TaxDome app, filling out forms, and providing all of my personal and dependent information. At first, they were very responsive, which made me feel comfortable moving forward. But on the day of my appointment, Jason suddenly canceled and told me they could no longer provide a service to me. After I had already provided sensitive information, they said they would delete everything. The whole situation felt extremely unsettling. To make things worse, I tried calling multiple times after receiving the cancellation message, and they didn't answer or return a single call. That lack of communication only made the situation feel even more suspicious. Don't be fooled by the 5‑star reviews. My experience was the complete opposite--last‑minute cancellation, zero professionalism, and no accountability. After everything, it honestly felt like a scam.

    Jason Huynh was patient as I explained my rather complicated tax issue. He was very clear in terms…read moreof the process and what to expect, which I appreciated. Jason was in contact with me through each step of the way, and I was very pleased with the outcome. Jason amended my return and included specifics to IRS as to where the confusion was and that it was corrected accordingly. Jason has offered to help further in the case that IRS needs more clarification. I have battled with IRS for two years and am very grateful that Jason was able to figure it all out.

    Premier Tax Advisors

    Premier Tax Advisors

    4.8
    (65 reviews)

    Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

    Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

    Potentia Tax - taxservices - Updated June 2026

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