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 


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


Individuals, Estates & Trusts & Business Entities

Monthly, Quarterly & Annual Accounting

Financial Statement Preparation



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.


©2020 Cobalt PacWest | CPAs