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Cobalt PacWest
San Diego CPAs & Tax Advisors
Accounting & Consulting Services

With over 14 years of Experience Assisting Businesses Thrive

You Can be Confident We Have the Expertise You Need to Succeed. 

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We are passionate about assisting business owners thrive - in fact, it's why we're here. Whether you are looking to establish a business or have an established business, we look forward to putting our deep expertise to work to get you from where you are today to where you want to go. 

 

We have deep expertise in assisting our clients form a business, grow their business, increase profitability and cash flows, minimize taxes and maximize the personal benefits of business ownership.

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We are also experts in perform the accounting and bookkeeping for select clients at levels allowing business owners to focus on what they need to do and do best to grow their business. And, we are also experts in delivering timely and accurate financial reporting empowering them to make smart, timely and efficient decisions to grow their business, increase profitability and cashflows, minimize taxes and efficiently file their tax returns - with confidence. 

If you are intent on organizing and increasing the efficiencies of your business financial affairs, minimizing taxes, making educated and informed decisions to grow your business from a position of control and confidence, reach out to get our conversation started. Call us today at 848.754.8277. 


Find Further Information on the Services We Provide Businesses Below.  â€‹â€‹

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Formation & Entity Selection

​Timely and accurate professional insight and guidance, accounting and bookkeeping from a CPA is essential if you are a business owner committed to succeed.  To profitably grow your business and not run out of cashflow you will need to make educated and informed decisions at every step of the way.

 

Cobalt PacWest | CPAs and Tax Advisors offers the accounting and bookkeeping services you need to succeed - with confidence and clarity. Working with us, you will have greater confidence and clarity, less stress and greater peace of mind.

 

We will also ensure you are making decisions to minimize taxes throughout the year, positioned to efficiently file your business tax returns and maximize the personal benefits of business ownership. 

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  • Accounting for businesses 

  • Accounting for small businesses

  • Bookkeeping services

  • Financial statement preparation

  • Budgeting and forecasting

  • Cash flow management

  • QuickBooks™ support

  • Payroll services

Business Tax Planning 

Whether you are a c corporation or a pass-through business entity such as an s-corporation, partnership, LLC or sole proprietorship, minimizing taxes is one of your highest priorities. We can help. 

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As Pass-through entities issuing K-1s and sole proprietorship businesses decisions are, by default, also personal tax decisions we will assist you made decisions to minimize business taxes that also produce the best tax outcomes for your personal tax return. 

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  • Maximizing the personal tax benefits of business ownership

  • Deferring, offsetting and minimizing taxable income

  • Compensation and fringe benefits decisions

  • Maximizing Section 199A 20% QBI benefit​

  • Pass-through entity tax (PTET) election decisions 

  • Maximizing deductions and credits 

  • Depreciation optimization

  • Tax credits

  • Related Party Transactions

  • 1031 exchanges

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Business Tax Preparation

At Cobalt PacWest | CPAs & Tax Advisors we know taxes can be stressful. Working with us, you can relax.

Whether your business is a c corporation, s-corporation, partnership, LLC or sole proprietorship, you will find our tax preparation process friendly and efficient. We will work closely with you to capture all of the tax credits and deductions you qualify for - minimizing taxes to the only amount you are required to pay. And your tax returns will be prepared in full compliance with tax laws. 

Electronic copies of your 2024 tax documents can be uploaded to our encrypted and secure file sharing portal (if you prefer to not deal with paper copies). confident we know minimizing taxes is one of your highest priorities. We can help. 

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Cobalt PacWest | CPAs & Tax Advisors prepares tax returns for the following business entities: 

 

  • C Corporations

  • S Corporations

  • Professional Medical Corporations

  • Professional Veterinary Corporations

  • Professional Chiropractic Corporations

  • Partnerships

  • Limited Liability Companies (LLCs)

  • Sole Proprietorships

 

Additional services: 

 

  • S corporation filings, including late elections

  • Federal and state amended tax returns 

  • Quarterly estimated tax payments

  • IRS and FTB representation for tax audits and notices​​

Accounting Documents

Business Accounting Services 

Selecting the right entity structure for your business is essential for many reasons.

 

For example, tax laws for corporations, corporations electing to be taxed as an s corporation, limited liability companies, partnerships and sole proprietorships are unique, and each have their own tax filing requirements. 

 

Depending on your industry, you may be required to be structured as a corporation, or the s corporation option. For example, if you are a Board-certified Physician or veterinarian a corporation or c corporation taxed as an S corporation will be your options in the state of California. If you are a chiropractor, a corporation or corporation taxed as an s corporation or sole proprietorship will be your options in the state of California. 

 

We will assist guide you in selecting the entity structure and tax election that will be the best fit for your business based on your industry, operating activities and business financial goals. 

 

We will assist you obtain an EIN, register with the appropriate business tax agencies.

 

Once your business is formed and registered, as requested, we will assist you
 

  • Design financial and cash flow forecasts

  • Establish a budget

  • Set up your accounting system and chart of accounts to mirror business operations and and industry requirements

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Accounting Documents
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Financial Consulting

​To remain competitive, company leaders must and be ready to face challenges to profit margins and performance.

 

Our financial consulting services are designed to be an invaluable source of financial guidance. This fresh perspective will expose areas where critical adjustments can be made to increase efficiencies, reduce expenses, and enhance internal controls. Based on our new insights into the financial health of the business, together we will form an action plan to make a noticeable difference in productivity, efficiency, profitability and cash flows.  

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  • Financial consulting

  • Business financial improvement

  • Business profit optimization

  • Cash flow management

  • Financial forecasting

  • Part-time CFO services

  • Proactive tax planning strategies

  • Risk management

Cobalt PacWest
La Jolla CPAs & Tax Advisors
​​- Serving San Diego County -

​8910 University Center Lane
La Jolla, CA 92122

858.754.8277​


npapagni@lajollataxcpa.com
www.lajollataxcpa.com
 

Cobalt PacWest
Irvine CPAs & Tax Advisors
​​- Serving Orange County -

​3333 Michelson Drive 
Irvine, CA 92612

949.287.8339


npapagni@irvinecpatax.com
www.irvinecpatax.com
 

CPA in La Jolla, CA

 

Looking for help with business finances, cashflows, accounting and taxes? We can help.

We'll take good care of you, relieve your stress and assist you get from where you are today to where you want to go. 

Call us now at 858.754.8277 or request a consultation to learn more about us, and how we can help you. 
 

  • Business consulting services

  • Business incorporation, business formation and entity selection

  • Business financial consulting​

  • Business financial improvement

  • Business profit optimization

  • Cash flow management

  • Financial forecasting

  • Part-time CFO services

  • Proactive tax planning strategies

  • Risk management

  • Accounting for small businesses

  • Accounting for privately-held companies

  • Accounting for medical corporations

  • Bookkeeping services

  • Outsourced bookkeeping

  • Financial statement preparation

  • Budgeting and forecasting

  • Cash flow management

  • Business taxes 

  • QuickBooks™ support

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