As you transition from Catherine Cochrane’s trusted services to our team, we want to extend a warm welcome and assure you that your tax needs are in capable hands.

Our Commitment begins with upholding the same values of personalized attention and expert tax services that Catherine has always provided. We’re here to ensure this transition is smooth, transparent, and comfortable for you.

What You Can Expect:

• Continued Excellence in Tax Services: With over 80 years of combined professional experience, our team is equipped to deliver the high-quality service you deserve.
  
• Familiar Processes: With the option to continue to use familiar systems, including paper organizers and return mail envelopes, or transition to secure electronic file share.
  
• Personalized Approach: Your tax preparation will be as detailed and individualized as you have come to expect.

Getting Started

Get to know us. Call, email, visit our website, or schedule a time to meet us in Willow Glen.

Allow us to get to know you. We are already reviewing your previous years’ tax returns. In the coming months, you will be receiving communications on how to work with our team for future tax planning and preparation. We’re here to help.

Your trust and confidence in us is greatly valued. We look forward to building a lasting relationship with you and ensuring your tax needs are met with the utmost care and expertise.

Warm regards,

Rachita Wadhwa, CPA

CPA of Potentia Tax Team