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Cobalt PacWest
CPAs & Tax Advisors

Services

The depth and depth of our expertise includes, but is not limited to:

  • Tax strategy, planning and effective tax rate minimization for high net worth individuals and families

  • Tax strategy, planning and effective tax rate minimization for business owners, and closely-held partnerships, c and s corporations, and LLCs

  • Tax strategy, planning and effective tax rate minimization for physicians and health practitioners

  • Tax strategy and planning for real estate investors

  • Tax strategy and planning for executives with equity award packages (restricted stock/RSUs) 

  • Estate and financial planning, and insurance strategies

  • Estate, trust and gift tax tax preparation

  • Business entity structuring and planning

  • IRS and FTB communications on your behalf

  • FBAR filings

  • Client Accounting Services

Whether you are looking for a long-term relationship, a third-party review or have an urgent tax matter, reach out to get our conversation started.