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Rachita Wadhwa, CPA

Rachita Wadhwa, CPA

Lead Tax Preparer & Planner

As a licensed CPA working in the lead role at Potentia tax for tax planning, advisory & preparation, I believe that minimizing taxes today can greatly enhance one’s wealth tomorrow. Having experience in working with Ernst & young in the audit department has provided an edge over documentation & planning and the importance of same in financial & tax planning. I have also had my own startup & being an entrepreneur myself, I do provide insight on business development.

I am an avid reader and have good knowledge on Taxation, Accounting, Finance, Auditing, Strategy & Operations. I work with the passion for what I do and to be a catalyst to add value to others by putting my skills and expertise to the maximum. My professional experience has been in handling wide range of roles ranging from audit, business, planning, advisory and preparing taxes as well as financial statements. I love spending time with my family and planning vacations to check off my bucket list!

Meet the rest of our team

Your family financial health is the goal.

The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.