8910 University Center Ln Suite 400
La Jolla, CA 92038
858.754.8277
1875 Century Park East Suite 1700
Los Angeles, CA 90067
424.230.3162
3333 Michelson Dr Suite 400
Irvine, CA 92612
949.287.8339
Strategic Tax Planning + Tax Compliance
CPA-level Comprehensive Financial Planning
Consulting + Accounting Services
Serving
Professionals and Executives
Physicians & Medical Professionals
Businesses
Private Practices
Cobalt PacWest
CPAs & Tax Advisors
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here
Tax, Planning and Advisory Services for Physicians & Healthcare Professionals
🩺 Residency-to-Retirement
Increase tax savings and plan for the future with our expert-level tax, planning and advisory services custom-tailored to meet the unique needs, challenges and interests of physicians, specialists and healthcare professionals.
🩺 You Care for Your Patients. Let Us Care for You. ​​​​
You’ve invested significant financial resources and years obtaining the education needed to get where you
are today. And, you know your worth and the financial future you envision and deserve.
How to get there is, for many, is the obstacle.
Physicians, specialists and healthcare professionals are working longer hours for less income with more stress
and uncertainty - leaving little time to focus on taxes and their family's financial future.
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With 20 years of experience and deep expertise assisting physicians and healthcare professionals save taxes,
plan for their future, achieve financial independence and retire on their terms with confidence and clarity,
we have the expertise you need to succeed. ​​​​​​​​
Are you 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 and increase the probability the financial future you envision will become a reality?​​
We can help. ​
Contact our office for a confidential Consult and planning session.
We'll review your situation, address your challenges and concerns, and get your questions answered.
We'll provide professional guidance and a roadmap to get you from where you are today to where you want to go - with confidence, clarity and purpose.
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