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Menlo Park | La Jolla | Irvine

 

Cobalt PacWest
CPAs & Tax Advisors

Tax | Public Accounting | Consulting


 

  • Physicians & Healthcare Professionals​​​​​​

  • Technology Executives & Professionals​

  • Entrepreneurs, Shareholders

      & Partners

  • Professional Medical Corporations

  • Closely-held Businesses

  • Individuals & Families  

Natalie C. Papagni, CPA
Managing Principal
Overpay Taxes?
That's expensive, and unnecessary.

We empower our high clients to leverage tax strategy & planning, multi-year and multi-case projections and analysis and quarterly tax management to execute smart, timely and proactive decisions to achieve desired tax
outcomes and results. 

Our clients receive flawless and efficient tax returns, locking in tax savings planned for, earned and deserved. 


You Can, Too. 

 
  • What is your tax savings potential in 2024?
  • What is your tax savings potential in 2025 & beyond? 
  • What is your multi-year tax planning ROI potential?

Ask Us.
It's That Simple. 
OUR VISION

About

Cobalt PacWest | CPAs & Tax Advisors provides tax strategy and planning, financial consulting and tax return preparation at levels adding high-impact value and results. Cobalt PacWest serves individuals and closely held businesses headquartered in California.

The majority of our clients are physicians and Board-certified healthcare professionals in private practice and with leading healthcare organizations, technology executives and professionals, entrepreneurs, shareholders and partners and the companies they own and control in diverse industries headquartered in California.

 

Our clients have the following goals:

1) Streamline their financial affairs

2) Bi-annual strategy sessions, multi-case and multi-year tax projections updated and refined quarterly

3) Being empowered, and proactively informed on financial and tax matters year-round

4) Filing flawless, timely and accurate personal and business tax returns 

5) Remain in full compliance with federal and state tax laws
6) Elimination of year-end surprises

7) Unrestricted phone access to the Managing Principal throughout the year

8) Year-round prompt, personalized service excellence 

For select business clients, we provide CFO - level services, and perform public accounting activities including the preparation financial statements, perform business compliance, provide introductions and manage relationships with bankers, real estate and wealth management advisors.

With over a decade of experience empowering our clients to envision and achieve their potential, you can be confident we have the expertise you need to succeed. 

 

Our MENLO PARK office is located a few miles from the region's leading technology companies, including Apple and Google, Stanford University, Stanford Medical Center and a short driving distance from UCSF. 
 
Our LA JOLLA office is conveniently located across from La Jolla UTC, minutes from UC San Diego, UC San Diego Health, Scripps Memorial, Torrey Pines and La Jolla's thriving business district. 
Our IRVINE office is conveniently located near the intersection of the 405 and Jamboree, minutes from UC irviner and the the John Wayne Airport.   


Welcome to Cobalt PacWest | CPAs & Advisors.

Natalie C. Papagni, CPA
Managing Principal 


cobaltpacwestadvisors.com
lajollamd-taxcpa.com | stanfordmd-taxcpa.com
ATTORNEYS

MANAGING PRINCIPAL

Natalie C. Papagni, CPA

May 2024 BW.jpg

Natalie obtained her Board certification from the California Board of Accountancy (2006) and has held leadership roles providing tax advisory and financial consulting to high net worth clients for leading public accounting, tax and advisory firms including Armanino LLP and Singer Lewak, LLP, and UBS. Natalie is an active member of the American Institute of Certified Public Accountants (AICPA).

 

Natalie obtained her B.A. in Economics from the University of California, Irvine.​

With Natalie's guidance, individual and business clients embrace power of tax strategy and planning to execute smart, timely and effective decisions to streamline their financial affairs, strategically reduce taxes while remaining in full compliance with tax laws, and leverage the ROI acheived from tax planning to enhance and protect their net worth.  

Ask a question and have a dry erase board handy and you will see the true passion of a professional who not only wants to educate but also wants to ensure professionals and small business owners thrive. 

A health, wellness and outdoor fitness enthusiast, away from the office Natalie can be found running, swimming and hiking, travelling, reading, attending conferences and listening to podcasts on science, health and longevity.

CONTACT

Menlo Park


101 Jefferson

Menlo Park, CA 94025

650.687.9704



La Jolla


4225 Executive Square # 600

La Jolla, CA 92037

858.247.0939

Irvine


3333 Michelson # 300

Irvine, CA 92612

949.617.6795

CONTACT 
 

npapagni@cobaltpacwestadvisors.com
cobaltpacwestadvisors.com
stanfordmd-taxcpa.com
lajollamd-taxcpa.com
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© 2024 Cobalt PacWest | CPAs & Tax Advisors

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