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Tax Return Preparation 

Cobalt PacWest CPAs & Tax Advisors specializes in preparing individual, trust and business tax returns in full compliance with tax laws capturing the tax savings planned for, earned, and deserved.
 

Tax returns we prepare include:

 

  • Individuals

  • Corporations

  • S corporations

  • Professional medical corporations

  • Partnerships

  • Limited Liability Companies (LLCs)

  • Trust, estate and gift tax returns

  • FBAR filings and foreign reporting

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Additional Services:

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  • Quarterly estimated tax payments

  • Amended tax returns

  • IRS and FTB representation for tax audits and notices​​

 

Our e​ncrypted file-sharing portal is designed to allow you to conveniently upload and confidently upload and share electronic copies of tax documents needed to prepare your return in a fully paperless environment, if this is your preference. ​​

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Comprehensive Financial Planning​

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Your personalized, goals-driven comprehensive financial plan and plan scenario analysis prepared by a CPA will holistically integrate and align your current financial structure and projected cashflows, assets and investments, expenses, debt and liabilities, and risk management - insurance needs with your prioritized short and long-term financial goals, plans for retirement and estate planning objectives factoring in projected inflation, taxes and appreciation to arrive at a plan that you are comfortable with to have you financially on-track achieve what matters most, live your best life, retire on your terms and achieve your estate planning objectives. 

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Semi-annually or quarterly we will schedule plan discussions to ensure your plan to up-to-date, relevant and a reliable resource to guide future decisions.

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Your personalized comprehensive financial plan will keep you and your household focused and on track to achieve what matters most throughout your life journey.​​​​​​​

Tax CPA in La Jolla, CA

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Call us now at 858.754.8277 or request a consultation to learn more about us, and how we can help you. 
 

  • Individual tax planning

  • Business tax planning 

  • Tax planning for Physicians

  • Comprehensive financial planning designed by a CPA

  • Individual tax preparation

  • Trust tax preparation

  • Business tax preparation

  • Business tax services

  • IRS tax resolution and CA FTB tax resolution

  • Entity selection, business formation and set-up

  • Financial profit improvement

  • Financial forecasting

  • Cash flow management

  • Entity selection, business formation and financial and accounting systems set-up

  • Outsourced accounting 

  • Small business bookkeeping

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