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Sailboat

Quality. Integrity. Results.






 

Tax Advisory & Consulting
Client Accounting Services
Individuals & Closely-held Business Entities 

2021/22 Tax Strategy/PlanningMulti-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

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650.930.9562 | 800.670.1942

303 Twin Dolphin Dr #600
Redwood Shores, ca 94065

221 Main Street # 1416
Los Altos, CA 94022