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SERVICES

Multi-Year Tax Strategy & Planning, Projections and Analysis

Business structuring and multi-year and multi-case tax projections incorporating tax strategies and planning techniques designed to assist you understand, target and achieve the most attractive financial results and tax outcomes possible - driven by your personal, business and lifestyle goals. 



 

Business Tax Return Preparation

Seamless and efficient tax return preparation for professional medical corporations, c corporations, s corporations, partnerships and LLCs headquartered in California capturing every deduction and credit meticulously planned for, earned and deserved. 

Individuals, Estates & Trust Tax Preparation

Seamless and efficient tax return preparation for individuals, families, estates and trusts headquartered in California capturing every deduction and credit meticulously planned for, earned and deserved. 

Quarterly Tax Management


Quarterly Tax Management sessions often essential to update life plans and initiatives, refine tax projections and "tax budgets", and effective in keeping our clients focused, and on-track to achieve their year-end potential, and avoid year-end tax surprises.

 

Financial Consulting Services 

Custom-designed financial consulting services to meet your prioritized individual and business objectives. Consulting services commonly provided include business financial consulting, real estate acquisition and real estate rental management, and retirement planning. Contact us to discuss your specific needs and interests.  

Financial and Accounting Services

Cobalt PacWest provides financial oversight, accounting, financial statement and business tax compliance services for select business clients including professional medical corporations and professional chiropractic corporations, and business in diverse industries. Contact us to discuss your specific needs and interests.  

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