Services
Cobalt PacWest | CPAs and Advisors provides the following services to individuals, estates and trusts and closely-held business entities headquartered in California:
Tax Advisory Services
for
Individuals, Estates & Trusts & Business Entities
Multi-year Strategic Tax Planning
Tax Modelling, Projections & Analysis
Federal and Multi-state Tax Preparation
FBAR Filings
Accounting & Financial Reporting
for
Individuals, Estates & Trusts & Business Entities
Monthly, Quarterly & Annual Accounting
Financial Statement Preparation
Consulting
for
Individuals, Estates & Trusts & Business Entities
Personal Financial Planning
Investments, Real Estate, Retirement
Personal Financial Statements
Financial Affairs Management
Business Entity Selection
Business Planning & Modeling
Financial Forecasts & Budgets
Cash Flow Projections & Analysis
Financial Performance Optimization
Quarterbacking relationships with bankers, attorneys,
lenders & outside advisors
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.
650.930.9562