Services

Cobalt PacWest | CPAs and Advisors provides the following services to individuals, estates and trusts and closely-held business entities headquartered in California:

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Tax Advisory Services 

for 

Individuals, Estates & Trusts & Business Entities

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Multi-year Strategic Tax Planning

Tax Modelling, Projections & Analysis 

Federal and Multi-state Tax Preparation

FBAR Filings

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Accounting & Financial Reporting

for 

Individuals, Estates & Trusts & Business Entities

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Monthly, Quarterly & Annual Accounting

Financial Statement Preparation

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Consulting

for 

Individuals, Estates & Trusts & Business Entities

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Personal Financial Planning

Investments, Real Estate,  Retirement

Personal Financial Statements

Financial Affairs Management

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Business Entity Selection

Business Planning & Modeling

Financial Forecasts & Budgets

Cash Flow Projections & Analysis

Financial Performance Optimization

 

Quarterbacking relationships with bankers, attorneys,

lenders & outside advisors

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Whether you are looking for a long-term committed partner with the expertise you expect, need and deserve, a professional third-party review or have an urgent question we encourage you to reach out to get our conversation started.

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650.930.9562

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