top of page

Cobalt PacWest CPAs continues to prove themselves and exceptional resource. 

​

With Natalie's guidance, we have met and exceeded our financial goals, and have significantly lowering our tax liabilities.​

 

-  Dr. Paulson, MD

Natalie introduced the Shareholders to tax planning concepts that now has us in a much better financial position personally and professionally, and we are receiving significantly more personal benefits from the business. Taking advantage of the pass-through entity tax and increasing retirement contributions by adding a cash balance plan to our 401k plan is a making a big difference in my life. Highly recommended. 

Mark Magolis, Shareholder

If you require a CPA / Tax Advisor with a strategic mindset that is an expert advising individuals with RSUs and equity awards and a complicated financial structure, schedule a meeting with Natalie. Strategy and planning sessions have been awesome and have kept me from making decisions that would have nearly doubled my taxes. Well done.

​

Brian Schneider, VP, Technology

​

​I was referred to Natalie and Cobalt PacWest CPAs & Tax Advisors by a colleague when my prior CPA retired. She not only had she answers to all of my questions, she works with me to implement my decisions throughout the year. I come in at or better than my tax budget.   

Dr. Palmer, MD


 

Natalie saved me when someone else did my taxes wrong! I was wondering why I was paying so much money in taxes when I really wasn't making that much money and my business was still fairly small. Natalie found the big errors right away and I got my refund. It couldn't have come at a better time, as I needed to pay for a medical procedure. She also has been trying to help keep me more organized and ready for tax season year round, and has taught me a lot.​

​

Dr. Sara van Dyke, DC

​

I was referred to Natalie by a colleague of mine who is also in the healthcare industry. Having just started up my newly formed small business in the healthcare industry, Natalie helped me get all the forms and tools that I would need. Natalie was very prompt and responsive to communication, and went above and beyond with helping me with all aspects of accounting needs. Natalie even went through and did a zoom tutorial session so that I could understand my accounting software better and how to use it on my own.

 

I highly recommend Natalie's services for anyone starting up a business or in the healthcare industry.

​

Dr. Natalie Grohmann, DC

bottom of page