Individuals
At Cobalt PacWest, we partner with clients at all stages of life. Whether you are an upwardly-mobile professional, couple planning for your family's future, founder/entrepreneur launching a new business or established business owner mid-career or nearing a well-deserved retirement we have the experience you need to guide you on your journey.
Cobalt PacWest provides comprehensive tax and financial planning and tax return preparation to individuals and their families, and their business interests. Our services include multi-case scenario analysis, quarterly tax management and guidance in assisting you execute decisions year round in accordance with your best path forward.
With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach year end, it is essential for individuals and families to tap into the expertise of a solid tax professional and discuss strategies to reduce, defer or accelerate tax obligations to achieve the best tax outcomes in line with their unique financial and tax situation, financial and lifestyle goals. Take advantage of our expertise to put you in the drivers seat, and achieve your tax cash outflow and tax minimization goals.
Services we provide include:
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Multi-year Tax Planning
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Tax Projections and What-if Analysis
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Effective Tax Rate Minimization
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Quarterly Tax Management
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Federal Tax Return Preparation
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Multi-state Tax Return Preparation
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Estate and Trust Tax Return Preparation
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Amended Tax Returns
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Tax Notices
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IRS Representation
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FBAR Filings
Specialized Expertise
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Strategic Tax Planning for Equity Award Compensation
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Tax Strategies for S-corporation Shareholders
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Tax Strategies for Partners
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Tax Strategies for Physicians
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Tax Strategies for Rental Real Estate Properties
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Estate Planning with Grantor and Irrevocable Trusts
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Tax-efficient Retirement Planning