Services for
Physicians and Healthcare Professionals

Cobalt PacWest CPAs & Tax Advisors provides a holistic, integrated and aligned suite of custom-tailored tax strategy and planning + CPA-level comprehensive financial planning + CPA-level retirement planning +  tax preparation services for physicians and healthcare professionals in private practice, with medical groups and with leading healthcare organizations intent on minimizing taxes to the lowest levels possible, efficiently filing their tax returns and planning for their future at levels allowing them to achieve what matters most, financial independence and making work optional.   ​
 

We understand many Physicians and healthcare professionals are making less money, seeing more patients in less time, are experiencing have more stress and uncertainty. By working with us, Physicians and healthcare professionals dedicated to their patients have a CPA and Trusted Advisor that understands them - and their financial world - on their side that welcomes their calls dedicated to assisting them strategically minimize taxes, plan for and achieve what matters most financial independence and retiring on their terms, eliminate stress at tax time and file flawless tax returns. In fact, that's why we're here. 

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Strategic tax planning is essential for physicians and healthcare professionals for a multitude of reasons. Our strategic tax planning services assist our clients earn an impressive return on investment (ROI) on their time and money. In fact, if strategic tax planning will not produce a 3x return in a given year, our time investment is complimentary component of our tax engagement. ​

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Work with us and benefit from our consultative approach, expertise in areas that matter to you most, professional guidance that opens doors, access to a CPA when needed and our commitment to quality, transparency and personalized service excellence.

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For clients with demanding schedules, we work to schedule our in-person meetings at their office, early evening or on Saturday. ​

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