Services for
Professionals and Families

Cobalt PacWest CPAs & Tax Advisors provides a holistic, integrated and aligned suite of customized tax strategy & planning + CPA-level comprehensive financial planning + retirement planning + individual, business and trust tax preparation services for professionals and families intent on minimizing taxes, efficiently managing their financial affairs, filing flawless income tax returns and financially planning for their future at levels allowing them to achieve what matters most, live their best life and retire on their terms. ​​​

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Clients include professionals and families at all stages of their life journey. Clients include families working to build a secure financial future, physicians and healthcare professionals, business-owners - entrepreneurs and the companies they influence, own and control. 
 

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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