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Tax Strategy and Planning

Take your taxes from overwhelming to optimized. With the help of our tax professionals, you can navigate complex tax regulations to maximize your deductions.

Cut Back on Your Tax Expenses with Our Proven Process

What if there was a way to keep more of your money during tax time?

With Potrus CPA, there is. And it means less work for you.

Our team of tax strategy experts handles everything, including:


  • Analyzing your finances to identify potential tax-saving opportunities
  • Crafting tax strategies tailored to you and your business
  • Implementing a tax plan that maximizes your savings

A Better Tax Season Has Arrived

Plan and strategize for tax time with Potrus CPA by your side.

Increase Your Savings

We’ll assist you in taking advantage of all the deductions, credits, and exemptions available to you.

Avoid Compliance Risks

Let our strategists help you navigate tax rules and avoid legal issues, so you can stay 100% compliant.

Get Customized Solutions

Our team values each of our clients and their businesses, so we tailor our strategies to meet your unique goals.

Tax Strategy Pricing

We offer in-person tax planning in Orange County and online tax planning services across the United States.

The best part? They’re basically free.

Just 20% of the Tax Savings We Find You

Saving Small Business Owners Time and Money

Just ask the CEOs we’ve helped in-person and online.

Alan Potrus,CPA