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 is a fantastic CPA. He has a lot of experience and knowledge, and truly cares about each customer. Rather than a fast "one and done" approach, he takes the time to understand your business, ask detailed questions, listen to your goals, and help provide the best possible service. I'm happy to recommend Potrus CPA!

Highly recommend to small business owners for bookkeeping. Alan is empathetic, organized, and thorough. I love that he reconciles my books weekly and offers courtesy phone calls to go over my numbers and my goals. I’m so grateful for Potrus CPA team!

I highly recommend Potrus tax firm. He is very knowledgeable, efficient, friendly and treats you like family. Also, his fees are reasonable. I always recommend him to my family and friends. You will not regret dealing with him.

I wish I'd found Potrus a decade ago. Alan and his team are thorough, dedicated, and trustworthy. If you are looking for a CPA who can take the burden of doing taxes off of your plate—so you can focus on building your business—then you've found him.

Potrus Tax, specifically Alan and Kate, have been instrumental in streamlining our small business's finances. Their expertise in taxes and bookkeeping, coupled with their personalized approach, have saved us time and money. We couldn't be happier with the results and highly recommend Potrus Tax to any small business owner seeking a reliable and attentive partner.

Our company had the pleasure to work with Potrus CPA - we highly recommend them.

Tax Strategy and Planning

Cut Back on Your Tax Expenses with Our Proven Process