Tax Preparation

Leveraging our expertise in Federal and State tax law Cobalt PacWest provides tax preparation services for individuals, trusts and estates, c and s corporations, partnerships and LLCs.

 

Leveraging state-of-the-art technologies we are equipped to hold tax return preparation consultations, electronic document file-sharing and the entire tax return preparation, tax return review and sign-off and filing process remotely. While we prefer to meet our clients in person for the tax return review we are happy to accommodate clients preferring to handle the entire process remotely.

Fees are determined by factors including quality and timeliness of documents provided and information requests, complexity, and the number of, when applicable, K-1's, real estate rentals and/or businesses involved. 

Once we have had the opportunity to evaluate your tax situation we will provide an engagement letter and quote we will honor unless during the preparation process we find facts materially change from our initial discussion and assessment. 

FBAR Filings

Many U.S. persons with an interest in an overseas bank account are required to report their interest to the IRS annually.

As an authorized FinCEN 3rd party filer we prepare and e-file our client's annual FBAR filings in full compliance with FinCEN, BSA and IRS laws. Not sure of your filing requirements? Contact us to learn more. 

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