About

Cobalt PacWest CPAs & Tax Advisors is a La Jolla CPA firm specializes in assisting individuals and businesses

minimize taxes, efficiently file their individual, business and trust tax returns,

minimize risk and financially plan for their future.​

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Clients include individuals and families, physicians and healthcare professionals, business owners - entrepreneurs, privately held companies and small businesses in diverse industries throughout San Diego County.

 

With over a decade of experience serving healthcare professionals, it bothers us physicians and healthcare professionals dedicated to their patients are working for less money, seeing more patients in less time and are experiencing more stress and uncertainty. We believe physicians and healthcare professionals dedicated to their patients deserve an advisory team that understands them - and their financial world - dedicated to their financial health and wellbeing and available for call anytime needed. When working with us, physicians and healthcare providers can invest more time serving their patients, caring for their families, and activities they enjoy - with confidence and peace of mind. 

For clients with demanding schedules, when possible, we work to schedule our in-person meetings at their office, early evening or on Saturday. If this is important to you, let us know. 

Active in the communities we serve, Cobalt PacWest CPAs & Tax Advisors is an Active Member of the San Diego Regional Chamber of Commerce. 

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Whether You Are

 

• an individual or family that will benefit from individual tax planning to minimize taxes, efficiently file your 2024 tax returns and financially plan for your future to achieve what matters most and start the retirement planning process, 

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• a Physician or healthcare professional in private practice or employed by a healthcare organization, medical group or medical center that will benefit from in-depth strategic tax planning, efficiently filing your 2024 tax returns and personalized financial planning to organize your financial affairs, and plan to achieve what matters most, making work optional and retire on your terms, or

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• a business owner or entrepreneur with a new or established c or s corporation, professional medical practice, partnership, LLC or sole proprietorship looking to form and structure, strategically minimize taxes, efficiently file your tax returns, maximize the personal benefits of business ownerships, and / or need to uplevel your financial and accounting initiatives.​​

 

 We Have the Expertise You Need to Succeed. ​

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Working with us

you will benefit from our consultative approach, expertise in areas that matter to you most,

professional insight and guidance that will opens doors, the ability to speak to a CPA that cares when needed,

our friendly and caring service, and commitment to your success. 

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How can we help?

 

Let's begin our conversation so you can begin making decisions to minimize 2024 and 2025-26 taxes, reduce stress and plan for your future - with confidence. 

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​Natalie C. Papagni, CPA ​

Natalie C. Papagni, CPA

Principal