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Cobalt PacWest
CPAs & Tax Advisors

Services

Tax Advisory Services

- Individuals, Estates & Trusts & Businesses

  • Strategic Tax Planning​​

  • Multi-Scenario Tax Projections & Analysis

  • Quarterly Effective Tax Rate Management

  • Federal & State Tax Preparation

  • Stock Options & RSUs tax planning 

  • Real Estate Tax Planning

  • Charitable tax planning 

  • FBAR Filings

  • IRS Representation

  • Quarterbacking other trusted advisors

Consulting

- Individuals & Businesses

  •  Individuals​

    • Personal Financial Consulting

    • Retirement Planning 

  • Businesses

    • Legal Entity Selection

    • CFO Advisory

    • Forecasting & Analysis

    • Cash Flow Optimization

    • Profit Improvement

    • Federal Tax Credits

Client Accounting Services  

  • Custom-tailored accounting solutions for growing businesses

  • Bookkeeping

  • GAAP Accounting

  • Financial Statements

  • Industry Reporting

Whether you are looking for a long-term committed partner with the expertise you expect, need and deserve, a professional third-party review or have an urgent question simply reach out to get our conversation started.

Cobalt PacWest Advisors

650.930.9562 | 877.223.5678

www.cobaltpacwestadvisors.com

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" Cobalt's tax planning and management process is astounding. As a tech executive, my income increases significantly year over year from vested RSUs and bonuses. Natalie is proactive in designing a  tax strategy and plan that lowers my taxable income and effective tax rates. The preparation process is seamless as it is paperless and cost efficient. Expectations exceeded every year." 

"The expertise I need coupled with the service I deserve from a CPA partner and advisor I trust implicitly. Prior to working with Natalie I interviewed 5 other CPAs, and Natalie was the only one who invested time upfront on her dime to understand my complex tax situation and detail of my K-1 investments, side business and real estate rental portfolio, and run multiple tax scenarios prior to presenting me with a 2021 tax strategy that would save me thousands in taxes and meet my personal goals. 

"Natalie's commitment to the financial success of my practice and my personal finances is gold. My prior CPA failed to advise me on numerous tax planning opportunities my medical corporation qualified for, and tax incentives and deductions for my real estate holdings. Natalie was astute in identifying the missed opportunities, amended prior year returns, created a strategy and quarterly tax management plan that saved me over $21,000 in taxes in 2020.  I will be a lifelong client." 

" Personable. Proactive. Meticulous. Solid understanding of  what it takes to build and manage a financially successful partnership with 3 partners. We are no longer tax procrastinators as Natalie's understanding of complex partnership tax laws relevant to our business and quarterly implementation guidance has show us tax planning with Natalie time well-spent as no other activity produces a greater return on investment. 100% committed our success".  

"  Natalie's understanding of tax planning leveraging tax laws for S-corp owners is unmatched. She took the time to understand my life, concerns and identify ways to increase my company's financial success beyond my expectations. I am wealthier thanks to her expertise, time and effort. Highly recommend Natalie to S-corp owners.

- C. Schmidt
President / S-corp Owner

- D. Martin
CEO / Partner

- Dr. Warren
Family Practice

 

- Dr. Raju
Internal Medicine

- B. Clark, Director
Technology Infrastructure