Quality. Integrity. Results.
Tax Advisory & Consulting
Client Accounting Services
Individuals & Closely-held Business Entities
2021/22 Tax Strategy/Planning, Multi-Scenario Tax Projections and Analysis
Quarterly Effective Tax Rate (ETR) Measurement and Refinement
Tax Preparation for Individuals
& Business Entities
FBAR Filings
Tax Resolution
CFO Advisory
Financial, Tax and Cash Flow Advisory Essential to Businesses Reopening and Scaling in a Post-Pandemic World
Did you know?
- 69% of business owners are kept up at night due to cash flow concerns
- 82% of businesses that fail do so due to poor cash management
- 30% thought they were making money
- 43% of businesses risk not having enough cash on hand on payday
Why?
Simple, powerful and effective solutions can efficiently place you in full control
Engage us to stress-test your business
Flawless QuickBooks Desktop and QuickBooks Online Accounting
Monthly, Quarterly, Financial Statements & Analysis
Management Reporting
providing you with actionable intelligence
Payroll, Payroll, Sales and Property Tax and Business Filings
Cobalt PacWest
CPAs & Tax Advisors
Cobalt PacWest is a forward-thinking public accounting, tax and consulting practice specializing in advanced tax strategy/planning, quarterly effective tax rate (ETR) management, tax preparation, consulting and accounting services. With a specialty working with upwardly-mobile technology executives and professionals, business owners, entrepreneurs and closely-held business entities. Our clients benefit from our innovative approach, expertise, passion and commitment to assisting them leverage tax strategies to minimize their tax exposure and tax cash outflows, minimize risk and build transformative wealth critical to their success.
We are passionate about and committed to assisting families and businesses reorganize their lives, save on taxes and increase their wealth and reducing and/or eliminating the stress of going it alone. Leveraging our collaborative work style, experience, expertise and state-of-the-art technologies we ensure our clients are empowered to stay ahead of the tax curve and have a trusted partner by their side to consistently execute smart, timely and effective financial decisions and close each year out strong.
Welcome to Cobalt PacWest.
Member Organizations
AICPA
AICPA Tax Section
AICPA Women in Business
Cobalt PacWest
CPAs & Advisors
650.930.9562 | 800.670.1942
303 Twin Dolphin Dr #600
Redwood Shores, ca 94065
221 Main Street # 1416
Los Altos, CA 94022
I