Strategic Tax Advisory, Tax Compliance
& CPA-level Comprehensive Planning
for Physicians & Medical Professionals
Residency-to-Retirement

Plan and achieve what matters most, financial independence and retiring on your terms, and eliminate the stress of preparing and filing your tax returns - with confidence and certainty.

Schedule a Consult and Planning Session

🩺 You Care for Your Patients. Let Us Care for You.

You’ve spent years investing in yourself and your career to get to where you are today.

When it comes to managing your personal finances, tax exposure and plans for your future are you receiving the expertise and attention you need and deserve?

While physicians and medical professionals have the opportunity to achieve high earnings and multiple-income streams, many face challenges, including:

- delayed earnings and high student loan debt

- complex compensation models

- optimizing private practice and side income benefits

- high tax exposure with limited W-2 tax flexibility

-Limited time or specific expertise to make financial decisions

- Lifestyle creep

- Real estate and complex investments

- high liability exposure

- Preserving and transfer their wealth tax efficiently

- Planning for financial independence and early retirement

Feeling uneasy about the decisions you are (or should) be making for yourself, your family or business?

Concerned there is more you could (and should) be doing to increase financial and tax efficiencies, minimize taxes and plan for the future?

We can help.

Talk to Us

Schedule a Consult and Strategy Session

🩺Integrated Tax, Planning & Advisory Services
for Physicians and Medical Professionals

Strategic Tax Planning

- Multi-year and multi-case tax planning and scenario analysis

- Offsetting and deferring taxable income

- Real estate strategies

- Pass-through business income strategies
- Strategies to reduce taxable income below income limits for key deductions and credits

- Optimizing deductions & credits

- Optimizing retirement plans and benefits

CPA Comprehensive
Financial Planning

Multi-scenario comprehensive financial planning and ongoing plan updates and refinement designed to assist you make intentional decisions to get from where you are today to where you want to go - with confidence, clarity and purpose.

- Modeling year-over-year income, cashflows, assets and net worth through retirement
- Wealth preservation and transfer
- Estate planning review
- Probability analysis and stress testing

Tax Compliance

Flawless and efficient preparation of your individual, business, trust and gift tax returns and FBAR filings

Estimated tax payments prepared based on current tax year projections

Prepared in full compliance with federal and state tax laws

Bank security (256-encryption) file sharing portal for paperless sharing of electronic documents

Practice Formation &
Financial Consulting
& Accounting Services

Financial consulting and accounting systems set-up for new businesses and private practices

Profit enhancement consulting for established businesses

Accounting services for select businesses and private practices

Exit strategy consulting

Quarterbacking relationships with attorneys, financial, real estate and insurance advisors

Why Chose Us

Big Firm Expertise
with White Glove Personalized Service

Benefit from 20 years of experience spanning top-tier CPA, tax and consulting firms to private practice serving hundreds of clients with similar financial and tax structures coupled with the white-glove service and responsiveness of boutique firms - without the elevated fees.

We are Strategic,
Intentional and Purpose-Driven

You are not looking for generic advice. As our client, can expect proactive and actionable strategic planning, analysis and guidance to make intentional decisions and smart choices throughout the year to minimize taxes, and get you from where you are today to where you want to go - with confidence, clarity and peace of mind.

Partnership with Purpose

Having us as your Trusted Partner provides you year-round access to our Founder - Principal committed to your success. Our Open Door Policy is an essential to our practice. We wouldn't have it any other way.

We encourage you to give us a call when you have a question, would value professional insight and guidance when making important financial decisions, or have information to share.

Confidentiality and Data Security

Your trust is our highest priority - safeguarding your information is non-negotiable.

We have high professional standards, and an unwavering commitment to quality, confidentiality and discretion. Our electronic file-sharing portal is protected with bank-level security (256-bit encryption) and is fully secure. Your data is accessible only to parties you authorize.

Cobalt PacWest
CPAs & Tax Advisors

Strategic Tax Planning + Tax Compliance
CPA-level Comprehensive Financial Planning
Consulting + Accounting Services

Serving

Access
our Whitepaper Library
here

Strategic Tax Advisory, Tax Compliance
& CPA-level Comprehensive Planning
for Physicians & Medical Professionals
Residency-to-Retirement

🩺 You Care for Your Patients. Let Us Care for You.

🩺Integrated Tax, Planning & Advisory Services
for Physicians and Medical Professionals

Strategic Tax Planning

CPA Comprehensive
Financial Planning

Tax Compliance

Practice Formation &
Financial Consulting
& Accounting Services

Why Chose Us

Big Firm Expertise
with White Glove Personalized Service

We are Strategic,
Intentional and Purpose-Driven

Partnership with Purpose

Confidentiality and Data Security

Cobalt PacWest CPAs & Tax Advisors

Strategic Tax Planning + Tax Compliance CPA-level Comprehensive Financial Planning Consulting + Accounting Services Serving

Strategic Tax Advisory, Tax Compliance & CPA-level Comprehensive Planning for Physicians & Medical Professionals Residency-to-Retirement

🩺 You Care for Your Patients. Let Us Care for You.

🩺Integrated Tax, Planning & Advisory Services for Physicians and Medical Professionals

Strategic Tax Planning

CPA Comprehensive Financial Planning

Tax Compliance

Practice Formation & Financial Consulting & Accounting Services

Why Chose Us

Big Firm Expertise with White Glove Personalized Service

We are Strategic, Intentional and Purpose-Driven

Partnership with Purpose

Confidentiality and Data Security

Cobalt PacWest
CPAs & Tax Advisors

Strategic Tax Planning + Tax Compliance
CPA-level Comprehensive Financial Planning
Consulting + Accounting Services

Serving

Strategic Tax Advisory, Tax Compliance
& CPA-level Comprehensive Planning
for Physicians & Medical Professionals
Residency-to-Retirement

🩺Integrated Tax, Planning & Advisory Services
for Physicians and Medical Professionals

CPA Comprehensive
Financial Planning

Practice Formation &
Financial Consulting
& Accounting Services

Big Firm Expertise
with White Glove Personalized Service

We are Strategic,
Intentional and Purpose-Driven