Protect Your Business from Tax Liability
Our business tax specialists can help you understand your tax exposure to reduce taxable income. This can help you make informed decisions, and protect the company you’ve spent years building.
Taxes can be stressful for a business owner. Potentia helps by integrating as part of your team, reviewing your company’s financials to uncover opportunities for tax savings, and then executing with acumen every step of the way. Don’t give more of your business income to the government: protect your business by reducing taxes.
Tax Planning, Seamlessly Integrated
Business tax strategies
We understand that managing your company’s taxes is critical, but often, business owners do not have the time or depth of understanding to truly take advantage of the many tax-saving strategies available.
What are the rules a family needs to follow to make tax-efficient gifts? We stay on top of ever-changing tax law to make sure your giving strategy is designed to reduce your taxable estate while avoiding tax consequences for your recipients.
Inheritance tax law
Recent focus on generational wealth has made inheriting money more complex than ever. We help our clients avoid being caught off-guard with strategic planning executed seamlessly, in a way that benefits them the most.
Estate tax review
Many families put estate planning structures in place to protect their assets from tax drag and generational tax burden. We help families avoid unintended consequences with a thorough estate tax review to reduce the impact of generational estate tax liability.
Don’t Leave Money On the Table
Our team of business tax professionals can help you make informed decisions about your company’s taxes so that you feel confident and in control.
1226 Lincoln Ave
San Jose, CA 95125
1226 1226 Lincoln Ave.
San Jose, CA 95125