WELCOME TO
COBALT PACWEST ADVISORS (CPA)
Transforming Financial Complexity into Tax Savings and Financial Clarity
ABOUT
COBALT PACWEST ADVISORS (CPA)
Cobalt PacWest Advisors (CPA) specializes in providing tax, planning and advisory services to individuals, physicians and healthcare professionals, business owners - entrepreneurs and businesses intent on minimizing taxes, filing flawless and efficient tax returns and planning for their future to achieve what matters most.
We offer the expertise found at leading tax, planning and advisory firms coupled with the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees.
SERVICES
STRATEGIC TAX PLANNING
Our strategic tax planning services include multi-year and multi-scenario tax projections and quarterly tax management designed to assist you identify the best path forward to minimize tax liabilities and effective tax rates while simultaneously pursuing your prioritized life goals.
TAX PREPARATION & COMPLIANCE
Cobalt PacWest Advisors (CPA) specializes in the seamless and efficient preparation of federal and state individual, business and trust tax returns capturing all of the deductions, credits and tax savings opportunities planned for, earned and deserved.
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We also specialize in the preparation of gift-tax returns and FBAR filings for overseas financial assets.
COMPREHENSIVE FINANCIAL PLANNING
Cobalt PacWest Advisors (CPA) specializes in CPA-led comprehensive financial planning and retirement planning services for individuals at all stages of their professional career - retirement.
We also specialize in CPA-led comprehensive financial planning for physicians and healthcare professionals from residency - retirement.
BUSINESS ADVISORY SERVICES
Cobalt PacWest Advisors (CPA) offers CFO advisory, strategic tax planning, tax return preparation and accounting services for new and established businesses.
We also offer business entity selection and formation services for new business ventures.
WHY CHOOSE COBALT PACWEST ADVISORS (CPA)
EXPERTISE IN AREAS THAT MATTER TO YOU MOST
With over 15 years tax, planning and advisory services experience and expertise acquired at Tier-1 tax, planning and advisory services firms in the U.S., you can be confident we have expertise in areas that matter to you most, and the expertise you need to succeed.
UNMATCHED PERSONALIZED SERVICE
At Cobalt PacWest Advisors (CPA), every client receives the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees. Our open-door policy ensures you have access to a CPA year-round when making key financial decisions to ensure you understand your options and have the information you need to make tax-smart decisions that will benefit your tax outcomes.
OUR UNWAVERING COMITTMENT TO EXCELLENCE
At Cobalt PacWest Advisors (CPA), we take pride in adhering to the highest level of professional standards in the industry. We have an unwavering commitment to serving each client with quality, integrity and service excellence they expect - and deserve.
CONSISTENT, RELIABLE AND EFFICIENT PARTNERSHIP
Work with Cobalt PacWest Advisors (CPA) and you can count on us to deliver consistent, reliable and efficient tax, planning and advisory services year-over year. Our track record of excellence and dedication to serving our clients reflects our unwavering commitment to your financial success.
WHAT OUR CLIENTS SAY
"Cobalt PacWest Advisors (CPA) provided exceptional tax planning and a stress-free tax preparation experience. Their attention to detail and professionalism are truly commendable."
M. Brin
"I have relied on Cobalt PacWest Advisors (CPA) for strategic financial planning and the preparation of my personal, business and trust tax returns for years. Every year they have exceeded my expectations."
W. Armstrong
"Cobalt PacWest Advisors (CPA) is a trusted partner for all my personal and business finance and tax advisory needs. Their commitment to accuracy and reliability makes them the go-to CPA in San Diego."
G. & A. Agrawal
