Cobalt PacWest Advisors (CPA)
CPAs & Tax Advisors
La Jolla 🔹 Los Angeles
Transforming Complexity into Financial Clarity
The Beauty of Planning
Strategic Tax Planning + Tax Compliance (Tax Preparation)
+ CPA-led Comprehensive Financial Planning + Business Advisory Services
for Physicians, High Income Individuals and Businesses
Why Clients Chose Us
Trusted by Professionals, Executives, Physicians, Medical Professionals and Business Owners - Entrepreneurs
Throughout California
About Us
Cobalt PacWest Advisors (CPA) is a California CPA firm with offices in La Jolla, Los Angeles and Irvine.
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, new tax laws - including the OBBBA - are ushed in, financial decisions and the associated tax implications become more complex, intertwined and unclear, 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 that understands their evolving financial structure, the unique challenges and concerns they face and their family's non-negotiable and desired financial interests and goals on their side every step of the way.
That's why we are here.
Cobalt PacWest Advisors (CPA) provides strategic tax planning + tax preparation + CPA-led comprehensive financial planning + business advisory services for physicians & healthcare professionals, high-income individuals and families, business owners and businesses serious about minimizing their tax liabilities, achieving what matters most and living their best lives.
It's not theory. It's transformation.
Cobalt PacWest Advisors (CPA) partners with clients that desire top-notch expertise found at leading advisory firms coupled with the personalized expertise, unhurried attention and responsiveness of boutique firm - without the elevated fees.
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.
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.
📞 Time is money.
Schedule a Consultation and Strategy Session with Us Today.
Let’s chart a smarter path forward —together.
Welcome to
Cobalt PacWest Advisors
Stats
18
Years of Experience
3
Offices
98
Client Retention
🩺Articles
2025 Deduction and Credit Income Thresholds Proactive Tax Planning May Save Thousands
Dr. Debra K, Internal Medicine
Los Angeles
“Cobalt PacWest Advisors transformed my practice. Natalie structured my business for tax efficiency, set up a retirement plan, and reduced my tax rate by more than 10%. I now contribute six figures annually to retirement with confidence in my financial future.””
Dr. David S., Resident
La Jolla
"As a Resident with a modest income and massive student loans, I didn’t think I needed a CPA—until I met Cobalt PacWest. Not only did Natalie prepare my return promptly, she helped me understand my repayment options, optimize my withholdings, and even project my future taxes as an attending. Natalie laid out a clear path for loan forgiveness and showed me how to start building wealth now, not later."
Drs. Dan and Karen L,
San Diego
"As a dual-income physician household, we were overwhelmed. Cobalt PacWest helped us reduce our tax burden, simplify our finances, and put a plan in place to make work optional by age 60, fund our kids education and pay off our rentals. We are now free from financial anxiety and sleeping well at night. "
Drs. David E.,
Los Angeles
“As an anesthesiologist with both W-2 income and a side practice, my finances were complex and stressful. Cobalt PacWest Advisors built a multi-entity structure, optimized my deductions, and created a coordinated tax and financial plan. For the first time, I feel in control of my finances and confident about building long-term wealth.”
🩺What Our Clients Are Saying
