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Tax Strategy, Planning & Preparation
Financial Consulting | Public Accounting


 

  • Physicians & Healthcare Professionals​​​​​​

  • Professionals​

  • Entrepreneurs, Shareholders

      Partners & Members

  • Professional Medical Corporations

  • Closely-held Businesses

  • Individuals & Families  

La Jolla | Menlo Park | Irvine

 

Cobalt PacWest
CPAs & Tax Advisors

Natalie C. Papagni, CPA
Managing Principal
Overpaying Taxes?
That's expensive, and unnecessary.
 
Whether you’re a professional building wealth,
Board-certified Healthcare professional, entrepreneur,
shareholder or partner —you have questions.
 
You expect and deserve clear answers from a CPA who understands
your profession, your financial structure, goals, concerns
- and your potential.
 
  • Did you overpay taxes in 2022 and 2023? 
  • What is (should be) your effective tax rate target in 2024 ?
  • What is your 2024 and multi-year tax planning ROI potential?

Ask Us.
It's That Simple. 
Lifetime guidance you can trust starts with a conversation.
OUR VISION

About

Cobalt PacWest | CPAs & Tax Advisors specializes in tax strategy and planning, financial consulting and tax return preparation for executives and professionals, Board-certified Healthcare professionals, entrepreneurs, shareholders, and partners, and the companies they own and control headquartered in California.

 

Clients choose to work with us because of the depth of our experience, expertise and direct and candid advice they can count on today, and in the future. 

 

We’ll work closely with you to simplify your financial affairs,  develop multi-case and multi-year tax projections to assist you make smart, timely and efficient decisions to manage your financial affairs, minimize taxes and expand your wealth with confidence. And we will efficiently prepare your individual, business and trust tax returns, as relevant, locking in the tax savings planned for, earned and deserved. 

Clients who work with us have many of the following goals:

1) Streamlining 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 and educated on relevant financial and tax matters
4) Filing flawless, timely and accurate personal and business tax returns prepared 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 

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 LA JOLLA office is conveniently located across from La Jolla UTC, minutes from La Jolla's thriving business district, UC San Diego Health, Scripps Health, and Torrey Pines.​

Our MENLO PARK office is conveniently located minutes from many of Silicon Valley's leading technology companies including Apple and Google, Stanford University and Stanford Medical Center. ​

Our IRVINE office is conveniently located near the intersection of the 405 and Jamboree, minutes from the John Wayne Airport, the heart of irvine, Newport Beach's thriving business district and Hoag Hospital.    


Welcome to Cobalt PacWest | CPAs & Advisors.

Natalie C. Papagni, CPA
Managing Principal 


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

MANAGING PRINCIPAL

May 2024 BW.jpg

Natalie C. Papagni, CPA

Natalie began her career with Accenture in 1998 and has been a Certified Public Accountant in the state of California since 2006. Natalie has held leadership roles in tax, public accounting, management consulting and wealth management with leading firms including Armanino LLP and Singer Lewak, LLP, and UBS. 

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

With Natalie's guidance, individual and business clients execute smart, timely and effective decisions to manage their financial affairs, strategically reduce taxes and file flawless individual and business tax returns in full compliance with Federal and state tax laws, and grow and protect their business and personal 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. 

An outdoor 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


La Jolla


4225 Executive Square # 600

La Jolla, CA 92037

858.247.0939

Menlo Park 


101 Jefferson Drive

Menlo Park, CA 94025

949.617.6795

Irvine

3333 Michelson Drive # 300

Irvine, CA 92612

949.617.6795

CONTACT 
 

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

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