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Cobalt PacWest
CPAs & Tax Advisors
Services
The depth and depth of our expertise includes, but is not limited to:
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Tax strategy, planning and effective tax rate minimization for high net worth individuals and families
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Tax strategy, planning and effective tax rate minimization for business owners, and closely-held partnerships, c and s corporations, and LLCs
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Tax strategy, planning and effective tax rate minimization for physicians and health practitioners
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Tax strategy and planning for real estate investors
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Tax strategy and planning for executives with equity award packages (restricted stock/RSUs)
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Estate and financial planning, and insurance strategies
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Estate, trust and gift tax tax preparation
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Business entity structuring and planning
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IRS and FTB communications on your behalf
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FBAR filings
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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.