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Financial Report

Tax Preparation & Compliance

Tax Preparation Done Right

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Tax preparation with Cobalt PacWest is not transactional - it is transformational. It’s the start of a long-term relationship built on strategy, integrity, and care.

We prepare our clients individual, business and trust tax returns and FBAR filings with professional rigor - ensuring every deduction, credit and tax savings opportunity planned for, earned and deserved

is captured, and every return is prepared in full compliance with federal and state tax laws.

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Our state-of-the-art technology allows for the preparation and filing of tax returns in a paperless environment for those that prefer to avoid dealing with paper documents. We are happy to prepare returns from paper tax documents and provide paper-copy returns for those that prefer this method.​
 

Our Expertise

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We specialize in tax return preparation and tax filings for:
 

  • Physicians, Specialists and Heathcare Professionals

  • Professionals and Executives

  • Retired Individuals

  • Business Owners & Entrepreneurs

  • Gift Tax, Trust and Estate Returns 

  • C corps, S corps, LLCs, and Partnerships

  • Expats

  • FinCen FBAR filers

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Individuals

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  • Federal and single or multi-state tax returns

  • Estimated tax payment schedules and vouchers

  • Extensions when tax documents are delayed

  • Prior year amended returns

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Businesses

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  • S Corporation, LLC, partnership, and C Corporation returns

  • Shareholder basis tracking and reasonable comp analysis

  • State apportionment and nexus filings

  • Estimated payments and safe harbor strategy

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Trust, Estates & Gift Tax Returns
 

  • Revokable and irrevocable trusts

  • Gift tax returns

  • Estate tax returns

  • Estimated payments and safe harbor strategy

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🌍 International Reporting & Regulatory Compliance

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In an increasingly global environment, our firm provides full support for international reporting obligations—including FinCEN filings and BOI compliance.

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FBAR (FinCEN Form 114) – Foreign Bank Account Reporting

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  • Required for U.S. taxpayers with $10,000+ in foreign accounts

  • Offshore investment, business, trust, or property ownership

  • Timely and accurate electronic filing to avoid severe penalties

  • Full documentation and audit trail support

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FATCA (Form 8938)

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  • Required for taxpayers holding specified foreign assets over IRS thresholds

  • Coordination with investment reporting and foreign entity structures

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Why Clients Choose Us​​​

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✔ 20 years of Experience Preparing Complex Individual, Business, Trust, Gift and Estate Returns
✔ Secure Client Portal & E-Signature Workflow
✔ Multi-Entity, Multi-State, Multi-Year Experience
✔ Expertise in Trusts, Equity Comp, Real Estate & International Reporting​

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📞 Schedule your complimentary consultation today.

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We’ll get to know you, review your situation, provide professional insight, get your questions

answered, let you know how we can help you save taxes, and get you from where you are today to where

you want to go - with confidence, clarity and peace of mind.
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Clarity. Confidence. Care. 

Experience the Cobalt PacWest Difference.

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