8910 University Center Ln Suite 400
La Jolla, CA 92038
858.754.8277
1875 Century Park East Suite 1700
Los Angeles, CA 90067
424.230.3162
3333 Michelson Dr Suite 400
Irvine, CA 92612
949.287.8339
Access our Whitepaper Library
here
Strategic Tax Planning + Tax Compliance
CPA-level Comprehensive Financial Planning
Consulting + Accounting Services
Serving
Professionals and Executives
Physicians & Medical Professionals
Businesses
Private Practices
Cobalt PacWest
CPAs & Tax Advisors
Why Clients Chose Us
Trusted by Professionals, Executives, Physicians, Medical Professionals and Business Owners - Entrepreneurs
Throughout California
About Us
Cobalt PacWest CPAs & Tax Advisors is a full-service public accounting, tax advisory and consulting firm serving individuals and businesses throughout California.
Cobalt PacWest specializes in strategic tax advisory + CPA-level comprehensive financial planning + tax compliance + consulting + accounting services for professionals and executives, physicians, specialists and healthcare professionals, business owners - entrepreneurs, businesses and private practices in California.
​
We are focused on partnering with clients that desire the expertise found at the leading advisory firm coupled with the personalized expertise, unhurried attention and responsiveness of a boutique firm committed to service excellence without the elevated fees.
Services
Cobalt PacWest provides strategic tax advisory + CPA-level comprehensive financial planning + tax compliance + consulting + accounting services for professionals and executives, physicians, specialists and healthcare professionals, business owners - entrepreneurs, businesses and private practices in California.
Strategic Tax Planning
Multi-year and multi-scenario tax planning designed to minimize taxes to the lowest levels possible while respecting all federal and state tax laws.
CPA-level Comprehensive
Financial Planning
Holistic CPA-level tax planning and plan scenario analysis designed to assist you achieve what matters most, financial independence and retire on your terms.
Tax Compliance
Accurate and efficient preparation of you federal and state individual, business, trust and gift tax returns and FBAR filings.
Services for Businesses
Business formation and entity selection, financial consulting, new business financial and accounting set-up and ongoing services.
Core Values
Integrity
We lead every interaction with honesty, ethics and transparency and high professional standards.
Applied Expertise
Every client benefits from our expertise applied to their personal financial situation, interests, goals.
Confidentiality
We have an unwavering commitment to discretion, our client's privacy and confidentiality.
Partnership
We build authentic relationships build on trust, open communication and thoughtful collaboration.
Security
We respect our client's time and energy. We respond to client calls and emails within 24 hours.
