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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Tax, Planning & Advisory Services
Professionals and Executives
Save taxes and financially plan for your future with expert-level tax and advisory services customized for the unique needs of professionals and executives with private companies and leading publicly-traded technology companies with equity awards (ISO, RSUs, etc.)
Your Decisions Are Driving Your Employer's Success.
Let's Make Sure They are Also Driving Yours. ​​​​
You have a clear understanding of your worth - and the financial future you envision and deserve.
How to get there is, for many, is the obstacle.
Your demanding schedule leaves little time to focus on family finances, and as your income and net worth increase so does the volume and complexity of financial decisions and the tax implications.​
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With 20 years of public accounting, tax and advisory experience and deep expertise assisting professionals, executives and families strategically minimize taxes and financially plan for the future and achieve what matters most, we have the expertise you need save taxes, increase financial and tax efficiencies and to make the future you envision a reality. ​​​​
Feeling uneasy about the decisions you are (or are not) making to minimize taxes and plan for your family's financial future?
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 be a reality?​​
We can help.
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Contact our office for a confidential and informative Consult and planning session.
We'll review your situation and address your challenges and concerns.​
We'll also 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.
Services
Cobalt PacWest provides strategic tax advisory + CPA-level comprehensive financial planning + tax compliance + consulting + accounting services for professionals and executives, physicians, specialists and healthcare professionals, business owners - entrepreneurs, businesses and private practices in California.
Strategic Tax Planning
Multi-year and multi-scenario tax planning designed to minimize taxes to the lowest levels possible while respecting all federal and state tax laws.
CPA-level Comprehensive
Financial Planning
Holistic CPA-level tax planning and plan scenario analysis designed to assist you achieve what matters most and retire on your terms.
Tax Compliance
Accurate and efficient preparation of you federal and state individual, business, trust and gift tax returns and FBAR filings.
Services for Businesses
Business formation and entity selection, financial consulting, new business financial and accounting set-up and ongoing services.
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