Cobalt PacWest Advisors (CPA)
CPAs & Tax Advisors
La Jolla 🔹 Los Angeles 🔹 Irvine
Transforming Complexity into Financial Clarity​
The Beauty of Planning
Strategic Tax Planning + Tax Compliance (Tax Preparation)
+ CPA-led Comprehensive Financial Planning + Business Advisory Services
for Physicians, High Income Individuals and Businesses
Why Clients Chose Us
Trusted by Professionals, Executives, Physicians, Medical Professionals and Business Owners - Entrepreneurs
Throughout California
About Us
Cobalt PacWest Advisors (CPA) is a California CPA firm with offices in La Jolla, Los Angeles and Irvine.
Cobalt PacWest Advisors (CPA) provides strategic tax planning + tax preparation + CPA-led comprehensive financial planning + business advisory services for physicians and healthcare professionals, high-income individuals and families, business owners and businesses intent on minimizing tax liabilities, increasing financial and tax efficiencies, and making smart decisions to achieve what matters most, and living their best lives.​​​​​​
Why Clients Chose Us
Large Firm Expertise Coupled with
White Glove Service
18+ years of experience spanning top-tier CPA, tax and consulting firms coupled with the white-glove personalized service and responsiveness of boutique firms - without the elevated fees. ​​​
Excellence
We adhere to the highest professional standards in everything we do. Delivering expertise, solutions and service that exceed our client's expectations drives our success.
Collaborative
Partnership
We provide proactive, strategic, actionable recommendations and guidance year-round to empower our clients to achieve optimal financial and tax outcomes.
Access
Our Open Door Policy ensures our clients have access to our Principal - Founder when they have a question, will benefit from professional insight, expertise and guidance.
Confidentiality
We have an unwavering commitment to confidentiality, discretion and data security. Our filing sharing portal is protected with bank-level security (256-bit encryption).