About

Cobalt PacWest | CPAs & Tax Advisors provides advanced planning, tax and consulting services at levels adding high-impact value and results. Clients chose us for our proactive, consultative approach, expertise in their industry, insights that open doors, commitment to quality, integrity and world-class service excellence.

Our clients live busy and fulfilling lives. Clients include professionals, technology executives with equity award compensation, physicians and healthcare professionals, business owners and entrepreneurs, privately-held companies and trusts.

Our clients find our insights, perspectives and planning expertise opens doors, addresses specific personal and professional challenges and concerns they face, introduce strategies and opportunities to strategically minimizing tax liabilities and stay on track to fund what matters most - and retire on their terms.

Partner with us and Experience the Benefits.

Reach out and get our conversation started

Services
(a la carte or as part of a bundled package)

Comprehensive Financial Planning

Personal net worth statement
Cash flows, finances and budgets
Compensation and benefits
Funding strategies - for what matters most
Real estate and investments
Retirement planning - retire on your terms
Risk management - insurance needs analysis

Advanced Tax Planning

Multi-year & multi-case tax projections - updated and refined quarterly
Quarterly tax management
Effective tax rate minimization

Tax Return Preparation

Individuals and trusts
S corporations, partnerships & LLCs
Professional medical corporations
C corporations
FBAR filings
Amended returns
Quarterly estimated tax payments

Client Accounting Services (select clients)

Accounting and reporting
Business tax compliance

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When You Choose Cobalt PacWest CPAs & Advisors

You Can Be Confident

You Have Chosen a Partner with the Expertise You Need to Succeed

Principal

Natalie C. Papagni, CPA is the Principal of Cobalt PacWest | CPAs & Tax Advisors.

Natalie is passionate about understanding what matters most to her clients, assisting them understand their options and make smart, timely and efficient decisions to navigate the financial landscape and tax laws to achieve what matters most, minimize taxes liabilities and effective tax rates to the lowest levels possible and grow and preserve their net worth.

Natalie has been a CPA certified by the California Board of Accountancy since 2006. Natalie obtained her B.A. in Economics from the University of California, Irvine. In addition to her current role, Natalie has held senior tax advisory roles with industry leaders Singer Lewak and Armanino LLP and held the position of Private Wealth Advisor / Vice President - Investments with UBS.

Away from the office, Natalie enjoys running, swimming and hiking, traveling, attending conferences and staying current with her favorite podcasts on science, health and longevity.

npapagni

@cobaltpacwestadvisors.com

650.687.9704 x 1

Contact

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Cobalt PacWest | CPAs & Advisors

303 Twin Dolphin Drive #600

Redwood Shores, CA 94065