

Cobalt PacWest
CPAs & Tax Advisors
La Jolla | Century City | Irvine
You Define Your Success - We'll help You Achieve It
The Power of Choice.
Tax Strategy & Planning
Tax Preparation for Individuals, Businesses & Trusts
CPA-level Comprehensive Financial Planning
Financial Consulting
Public Accounting Services
Serving
Professionals and Families
Physicians & Healthcare Professionals
Business Owners & Entrepreneurs
Privately-held Companies
Services for
Professionals and Families
Cobalt PacWest CPAs & Tax Advisors provides tax strategy & planning + tax preparation + CPA-level comprehensive financial planning services for high-net worth individuals, professionals and families intent on minimizing taxes, efficiently filing their tax returns and strategically financial planning for their future at levels allowing them to achieve what matters most and live their best life.
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Assisting our clients strategically plan and minimize Federal and state taxes to the lowest levels possible while staying compliant with all Federal and state tax laws is our priority.
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We have advanced expertise serving individuals and families at all stages of their life journey, physicians and healthcare professionals, shareholders, partners and entrepreneurs with complex tax situations and financial structures, and individuals with equity award compensation, complex investment portfolios, real estate portfolios and financial activity overseas.​
Our tax team’s extensive experience in designing tax planning strategies and solutions for a wide range of tax situations, providing frequent tax updates and working closely with our clients throughout the year to update and refine tax liability and effective tax rate projections is unmatched. Our processes ensure our clients experience little - if any - tax season stress and eliminate year-end surprises.
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A year-end, we will seamlessly and efficiently prepare your tax returns capturing the tax savings, deductions and credits planned for, earned and deserved. While the vast majority of our clients value the convenience and simplicity of uploading their tax documents to our firm's secure file-sharing portal, we are happy to serve clients who prefer to provide us paper documents.​
In addition to our CPA-level comprehensive financial and retirement planning services, we have extensive expertise in estate planning. Working alongside your attorney, or an attorney we can recommend, we can assist you understand and set up trusts and other estate planning vehicles relevant to your life objectives, and interests in leaving a legacy. ​​​
Whether you are a young professional building wealth, mid-career or nearing retirement, we have the expertise you need to succeed. Reach out to get our conversation started today.
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