Potrus CPA PC

Alan and his team was everything I could have asked for from a CPA. After being dissatisfied with my previous CPA I was referred to Potrus and immediately they made a world of difference. They are extremely professional and responsive. They got all my books and taxes done quickly but thoroughly and all their team members seamlessly contributed to our needs with great communication. As a small business owner I feel a great weight lifted off my shoulders knowing I have a trustworthy and reliable CPA to back m

Trust Worthy. Knowledgeable. One - Who is able to Teach even in tax season - helping you understand what u need to know; what applies to your situation- why and how to better; what to polish, or where to cut down. Totally an Asset for the family with small investments on side and would want to grow their portfolio on their own. Potrus - is ideal to learn from and with along the way. Lastly - makes you feel as if you are the only client & comfortable - w no rush even in an unconventional of work. Gratefu

As a new client, I?ve been thoroughly impressed with the level of service and expertise this CPA firm provides. From our very first consultation, it was clear that they understand the complexities of S Corporations and approach every detail with precision and care. They took the time to understand my business, offered strategic guidance tailored to my needs, and made what could have been an overwhelming process feel completely manageable. Their responsiveness and professionalism are truly exceptional ? eve

I was referred to Alan via a close friend. It was my first time filing jointly with my spouse and he made it such an easy process. I was blown away by how quickly the turn around was, even though I began the process late in tax season. Alan was timely, professional, and communicated promptly with us the entire time. I will definitively be using his services moving forward. Taxes are such a headache and he made it truly stress free!

My previous CPA got ill after I submitted all of my info to him. I filed an extension on 4/15 after I did not hear back from him. Someone recommended Potrus CPA to me. Alan was able to take me on as a new client and he filed my taxes quickly. I really appreciate his expertise.

I was looking for a trusted CPA I found Potrus CPA on Google and am so glad I did! From the start, they made the process simple and stress-free. They took the time to answer all my questions, explained everything in a way that actually made sense, and worked quickly without cutting corners. It?s clear they genuinely care about their clients, which is rare to find. If you?re looking for a CPA who?s not only great at what they do but also kind and approachable, I highly recommend them!

Alan was highly recommended to me by a trusted friend, and my experience has been exceptional. His expertise and strategic guidance have been invaluable for both my personal and business financial matters. Alan implements effective strategies with a keen attention to detail, ensuring optimal results. Additionally, his team?s prompt communication and streamlined processes make working with them seamless. I highly recommend his services to anyone seeking a top-tier CPA.

Alan has been my Accountant since 2019. He and his Team make it as easy as possible for their Clients and truly love what they do. I was impressed the first day I worked with them and I?m still impressed today. Highly recommend.

My experience with Alan and Potrus has been excellent. They are knowledgable, quick to respond and provide valuable insights / recommendations for my business. I highly recommend giving them try if you're looking for tax services, bookkeeping, accounting, payroll, etc!

Potrus is the kind of CPA firm that gives you true peace of mind. Their knowledgeable team, outstanding customer service, and efficient online systems are second to none. I highly recommend choosing Potrus for all your business and personal tax needs.

Alan and his team are knowledgeable, prompt, and reachable. I was able to understand everything without getting lost in technical jargon. I value speaking with people, rather than having long, useless chats with bots over some website, and Potrus CPA delivered that personal, expert service.

Second year with Alan and his team?they always deliver! He?s clutch, knows his stuff, and truly looks out for his clients. Tax man, tax man, yeah that?s him! Highly recommend him to anyone looking for a reliable and knowledgeable CPA.

This is my first year working with the team at Potrus CPA and I only have great things to say. Alan is responsive in answering questions. The tool provided is easy to use and the process was seamless. Will do business again.

Alan and his team are wonderful! I feel so fortunate we were introduced to them and couldn't be happier with their services. They are true partners and I would highly recommend them.

Alan and his firm are BY FAR the most professional, efficient, and responsive of any accounting firm we?ve worked with. A pleasure to do our taxes? Who would have thought that was possible?!

Alan and team have been such a pleasure to work with over the years. Dedicated, fast, and very knowledgeable about US and international tax matters.

I've been working with them for about six months. They are very knowledgeable, kind, and pleasant to work with. They have helped me move from QB desktop to QB online.

Happiness and more Happiness! Thats how I would describe the work that Alan and his team do for their clients. God Bless

I found Alan via Google. Finding a good CPA is very hard to come by, and I am very happy to have had Alan in my corner. My company needed audited financials within a few weeks and Alan delivered them as promised. Alan is kind, steadfast, and professional. Thank you, Alan, I am happy to know you.

Alan and his team saved me a lot of money and a lot of time. What else can you ask for? He is very responsive and generous with his time. He has been patient with all of my dumb questions and helped me make the best decisions. If you are looking for a good accountant, you have found him.

Professional. Prompt. Efficient and personable. The experience I've had with Portus CPA has been a great one! I worked with patient and knowledgeable professionals who walked me through this process in a way that that made it simple for me to follow along and learn. Communication was always reasonable.

Alan has been extremely helpful in the process to get taxes sorted for my business. He's extremely knowledge, understanding and responsive. By far, the best experience I've had with a CPA. Couldn't recommend him and his team any more!

Working with Alan and the team at Potrus CPA has been an absolute pleasure. The onboarding process was seamless, and their communication has always been clear and prompt. I am certain that I will continue to use Potrus CPA for all my future needs and will enthusiastically refer them to everyone I know.

I highly recommend Potrus CPA. Alan is very knowledgeable, patient and easy to work with. He did an excellent job on my tax returns and was also available for additional questions I had regarding my business. I was previously doing my taxes on my own but it has been very insightful working with Alan. I plan to have Potrus CPA file my taxes going forward.

Alan and his team are great. Thorough, knowledgeable and efficient. I have worked with Alan and his team for the past year now on a recurring basis and they are very low maintenance. We communicate regularly on projects and reporting and I have been very satisfied by the result - I highly recommend.

I recently had the pleasure of working with Potrus CPA for my tax filing, and they did an excellent job. The team was professional, thorough, and responsive throughout the entire process. They made sure all details were meticulously handled and answered all my questions promptly. I highly recommend Potrus CPA for their outstanding service and expertise.

I trust Alan and team with our business and personal taxes. Best in the game! Thank you ??

I have been working with Potrus Tax, specifically Alan and his amazing team (including Kelsey and others), for over 18 months. Here are a few reasons why I highly recommend them: Responsiveness: Their responsiveness is exceptional. They are always available on our Slack channel and reply promptly, often within less than a minute. Integration into our team: Unlike other third-party services, Potrus Tax truly feels like an integral part of our team. I can easily reach out to them whenever I need assistance,

Saved me a bunch of money, was quick to get everything squared away. Extremely helpful, would recommend to anyone!

We are a small business in Southern California. Potrus Tax has been doing a great job for us with accounting and tax services for about 3 years. We are happy to be working with them.

Very knowledgable team. I was late preparing my taxes this year and their team stepped in and helped me file in a timely manner. I was really happy with the return. The onboarding process was seamless and felt very hands-off once I turned over all relevant documentation (major plus for busy entrepreneurs). Will absolutely work with the Potrus CPA team again.

I called Alan for a last-minute item that needed to be addressed. Not only was Alan able to help out incredibly fast but also was able to save me some money along the way. He gained a client for life! I couldn't recommend him enough.

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!

Alan and team (Joe and David) are great. Very professional, always respond to questions/concerns in a timely manner. Have used them for years and would highly recommend.

Alan from Potrus CPA has been a fantastic accountant and bookkeeper for our VC-backed tech startup for the past few years. Not only does he do a great job with all our standard needs, Alan is especially helpful in finding ways to reduce excessive spend as well as apply to various grants and programs which have been incredibly valuable in extending our financial runway. Alan and team are very responsive, detail oriented, and we plan to continue working with him not just on this company but for future endeavo

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!

Extremely thorough CPA group led by Alan. Have been using them for a couple years and plan to conitnue. If you need CPA assistance, you can find no better firm.

Very responsive and flexible, it's a pleasure working with them.

I highly recommend Potrus tax firm. Alan 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.

100% recommend for book keeping & taxes. Alan and his team are reliable, professional and do a great job! Super happy to be working with them.

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.

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.

I love Alan Potrus?s work! he?s so fast and clean and has been doing my taxes for the past 2 years. Alan has saved me so much money on returns. Amazing CPA!!!! 10/10 would recommend!

Excellent service and they are very responsive to communications and questions!!! Highly recommend!!!!

My family and I have been using Potrus CPA the last 3 years. Alan and associates are exceptional at what they do from professionalism, customer service, affordability and a quick turn around. Definitely recommend Potrus CPA for any tax and accounting needs.

Alan and his team are knowledgeable, professional, and responsive. They've removed the office burden from my business so I can focus on growing it.

Potrus CPA is a professional firm efficient and the best in their execution. Very professional and carry themselves very well, extremely proficient in their skills and performing at a high level. Highly recommend!

Alan has great communication skills over the phone and emails. He has been helping us with 2021 and 2022 taxes. I highly recommend him, thank you Alan. A++++

Alan has been super helpful answering all of my questions and helping me with unique tax situations. I've really enjoyed working with him and his team!

Highly recommend Potrus - very professional, knowledgeable and organized.

First experience with using this team and WOW, they have really exceeded my expectations! Fast response time and follow up, I would definitely recommend them to anyone.

Fast, attentive service. Highly recommended!

Been working with Alan and his team been so helpful there response so quick and efficient ima happy I went with them!!

Great collaborator for small businesses. Responsive, professional and easy to work with. Highly recommend.

Working with Potrus CPA has been a delight. I would recommend Alan & his team to anyone looking for efficient, effective tax accounting help

Alan and his team have done an outstanding job providing tax accounting services and book keeping for us!!!

Alan has been a great CPA over the past few years, I highly recommend to anyone who wants quality and fast service for yearly taxes.

Service is 5/5 stars and could not ask for a better CPA to do my taxes! They walked me through each and every step even reminding me of some things I might have forgotten. Will 100% be coming back to them.

Working with the Potrus CPA team is really a good partnership for Syndiucs NACON!!!

The Potrus team is very professional, timely and easy to work with.. really helps our business!

Responsive, detailed, and informative. Been with Potrus for years through thick and thin.

Potrus help my company Elefante with our taxes. Very quick and easy.

Great communication, makes himself available to answer questions and provide feedback

The best! Really works with me where help is needed.

Very professional and provide exceptional service for my property management company

great and prompt service, thank you!

Potrus CPA is very knowledgeable and responsive.

They are quick to respond and resolve any issues.

Great people, very helpful and accomodating.

Great service and support.

So honest and efficient A joy to work with