man studying charts.jpg

Individuals & Families​

 

At Cobalt PacWest, we partner with clients at all stages of life, including upwardly-mobile professionals and entrepreneurs, young couples planning for their family's future, established business owners, physicians and professional service providers, and retiring professionals and business owners planning for a well-deserved retirement.

 

Trust your tax planning to experts who understand your priorities. In every case, including yours, we are committed and equipped with the expertise to proactively educate you on your options, and guide you to executing smart, timely and effective decisions to plan for an achieve your financial intentions and goals at levels locking in the highest levels of tax efficiency possible.

Services we provide include:

  • Multi-year Tax Planning

  • Tax Projections and What-if Analysis

  • Effective Tax Rate Minimization

  • Quarterly Tax Management 

  • Federal Tax Return Preparation 

  • State Tax Return Preparation

  • Estate and Trust Tax Return Preparation

  • Amended Tax Returns

  • Tax Notices

  • IRS Representation 

  • FBAR Filings​

Specialized Expertise​

  • Strategic Tax Planning for Equity Award Compensation

  • Tax Strategies for S-corporation Shareholders

  • Tax Strategies for Partners

  • Tax Strategies for Physicians

  • Tax Strategies for Rental Real Estate Properties 

  • Estate Planning with Grantor and Irrevocable Trusts

  • Tax-efficient Retirement Planning