Cobalt PacWest Advisors (CPA) is a boutique California CPA firm specializing in strategic tax planning + tax preparation + CPA-led comprehensive financial planning + business advisory services for physicians and healthcare professionals (from residency-to-retirement), individuals and families, business owners - entrepreneurs, and businesses seeking proactive guidance to reduce taxes, simplify finances, and plan for their future to achieve what matters most and live their best lives - with confidence and clarity.

 

Cobalt PacWest Advisors (CPA) understands the challenges and concerns physicians and healthcare professionals, high-income individuals and families, business owners and businesses face as their income increases, financial decisions and the associated tax implications become more complex, financial obligations grow heavier, the impact of inflation compounds and retirement nears. Few have the time, interest or expertise required to obtain the best possible outcomes without the help of a tax-savvy CPA on their side every step of the way.

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That's why we are here. ​​

Thank Yesterday, Love Today, Create Tomorrow.

It's not theory. It's transformation.  

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Cobalt PacWest Advisors (CPA) partners with clients that desire top-notch tax, planning and advisory expertise found at leading firms coupled with the personalized expertise, unhurried attention and responsiveness of a boutique firm - without the elevated fees.

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Cobalt PacWest Advisors (CPA) is a member of the American Institute of Certified Public Accountants (AICPA), the Greater San Diego Chamber of Commerce, the Beverly Hills Chamber of Commerce, and the Rady Children's Hospital Foundation Estates and Trust Council. 

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Don't let your demanding work schedule, procrastination, confusion about the OBBBA tax bill, changes in student loan repayment plans, financial stress and fragmented advice lead to overpaying taxes again in 2025. 

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📞 Time is money.

Schedule a Consultation and Strategy Session with Us Today.

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Schedule via Calendly

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