Cobalt PacWest
La Jolla CPAs & Tax Advisors
You Define Your Success - We'll Help You Achieve It
The Power of Choice.
Goals-based
Strategic Tax Planning
Tax Preparation
Comprehensive Financial Planning
Financial Consulting & Accounting Services
Serving Individuals and Businesses
- Serving San Diego County -​
8910 University Center Lane
La Jolla, CA 92122
858.754.8277​
Reviews
D. Greene, LLC Member
If you are serious about saving taxes and building wealth, you will find Natalie an exceptional resource. ​
Quarterly and annual meetings are productive, efficient, and enjoyable. With Natalie overseeing my financial affairs, I sleep at night and have peace of mind. I know I am in good hands.
M. Margolis, Shareholder
I was referred to Natalie and Cobalt PacWest CPAs & Tax Advisors by a colleague when my prior CPA retired in 2018.
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We immediately began working on complex tax projections. The projection work providing me the information I needed to structure the transactions to maximize tax benefits.
​Natalie has patiently worked with me to design a financial plan for my wife and I that was eye-opening. We worked together on multiple iterations, and finalized a financial plan that will now allow me to make work optional when I am 62.
A. Fedderson, Sr. Manager
If you require a CPA with a strategic mindset that understands the needs of technology professionals with equity award compensation, schedule a meeting with Natalie. You'll enjoy the conversation, and she will organize your financial affairs and design a financial plan that will keep you on track.
Strategy and planning sessions have been awesome and have kept me from making decisions that would have nearly doubled my taxes. Well done.
​J. Watts
I have worked with Natalie for over 5 years. Natalie has a deep understanding of my needs, concerns and overall financial picture. Natalie consistently provides solid recommendations to minimize my tax liabilities and financial risks, keeping me on track with my financial plan, funding of my new business and retirement goals.
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S Van Dyke
Natalie saved me when someone else did my taxes wrong. Natalie found the errors right away, and I got a refund. Natalie has also helped keep me more organized and ready for tax season year-round, Highly recommended.
N Grohmann
I was referred to Natalie by a colleague who is also in the healthcare industry. Natalie was very prompt and responsive to communication, and went above and beyond with helping me with all aspects of accounting needs. I highly recommend Natalie's services for those starting a business.
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