Services for
University Faculty, Staff & Academics

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 University faculty, staff and academics intent on financially planning for their future at levels allowing them to achieve what matters most over the course of their professional career and retire on their terms. ​
 

In addition to earned income from salary, an increasing number of University faculty, staff and academics are taking advantage of the opportunity to share their expertise in ways to moderately or significantly increase annual earnings and build wealth from opportunities including consulting, publishing, performing research and owning a business entity.  We assist University faculty, staff and academics make smart, timely and efficient decisions to earn and efficiently manage financial revenues, understand the tax implications, maximize their impact and achieve their financial potential. 

 

Whether, as a University faculty, staff and academic, you have an attractive array of benefit plans available to you. We'll assist you understand your options, and make smart, timely and efficient decisions to maximize current year benefits, and benefits in retirement. ​​

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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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