Potrus CPA Tax, Accounting & Advisory
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Our Services
Books, business taxes and planning handled together — by the CPA who actually answers.
Monthly Bookkeeping
Clean books every month, closed on time — so you always know where the business stands, not just at year end.
Business Tax Preparation
S-corp, C-corp, LLC and partnership returns prepared and filed on deadline, including extensions.
Tax Planning & Strategy
Proactive planning through the year, not a bill in April. We bring you savings ideas before you ask.
CPA & Accounting
A licensed CPA firm handling the whole picture — bookkeeping, payroll questions and entity structure together.
Partnership & Fund Tax
Multi-entity structures, partnerships and funds with heavy K-1 volume — the work most small firms turn away.
SBA Reviews & Attestations
Annual reviews and agreed-upon procedures for SBA lending requirements, prepared to spec.
The Track Record
Credentials, recognition, and a review record you can go and check yourself.
Across 114 client reviews — every one of them five stars.
Named to Inc.'s 2025 Regionals list for the Pacific region.
A licensed firm, accountable to the California Board of Accountancy.
Founded here, and working with Orange County businesses ever since.
Why Businesses Switch To Us
Most of our clients came from a CPA who stopped calling back.
Not a bookkeeping shop or a seasonal tax chain. A California-licensed CPA firm, accountable to a state board.
The most common reason clients move to us is that their last accountant went quiet. We pick up.
Bookkeeping, tax prep, planning and attestations from one team — so nothing falls between vendors.
We flag opportunities as they come up, so decisions get made while they can still change the outcome.
A predictable number every month. No meter running because you called with a question.
You work with the CPA who knows your file — not a junior who escalates and disappears.
What Clients Say
5.0 stars across 114 Google reviews.
Every review on our Google profile is a five-star one. Read them yourself before you call — we would rather you checked.
Talk To A CPAHow It Works
Three steps from first call to books you stop worrying about.
Tell us about your business
Call or send the form. We'll ask about your entity, your books and where things currently stand.
A real conversation with a CPA
Not a sales call. We look at your actual situation and tell you what we would do and what it costs.
We take it from here
Onboarding, cleanup if the books need it, then a steady monthly rhythm you never have to chase.
Where We Work
Based in Anaheim Hills and working with businesses across Orange County. Most of the work is remote, so the office is a convenience, not a requirement.
- Anaheim
- Yorba Linda
- Brea
- Orange
- Fullerton
- Irvine
- & surrounding areas
Outside Orange County? Give us a call — much of what we do works remotely.
Ready to stop chasing your accountant?
Flat monthly pricing, and a CPA who picks up the phone.
Most conversations start with a 15-minute call.