Services

Cobalt PacWest  provides a full range of tax advisory and financial consulting services catering to the needs, forward interests and objectives of HNW individuals, affluent professionals and executives and closely-held business entities. We also have a specialized division that provides outsourced client accounting services for select businesses that are our tax advisory clients.

Services for Individuals

Multi-year Tax Strategy/Planning 

California Exit Planning

Tax Preparation

FinCen/FBAR Filings

Financial Consulting

Services for Closely-held Businesses

Multi-year Tax Strategy/Planning 

Tax Preparation

Financial Consulting

Outsourced Accounting Services

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