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​
Cobalt PacWest
CPAs & Tax Advisors
Strategic Tax Planning & Tax Preparation
for Individuals & Families
​​With over 15 years of experience assisting individuals and families minimize taxes and efficiently file their individual, trust and estate tax returns you can be confident we have the experience and expertise you need to succeed.
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2024 year-end tax planning will identify and capture tax savings opportunities and minimize 2024 Federal and state tax liabilities to the lowest levels possible - while staying compliant with tax laws.
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2025 - 26 goals-based strategic tax planning - assist you make calculated decisions throughout the year to ensure the tax implications of key decisions you are making will work together to reduce your overall total 2025-2026 tax liabilities and effective tax rates while staying compliant with tax laws. Our goals-based strategic tax planning and quarterly tax management process will provide you return on investment (ROI) on your time and money.
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Tax return preparation services designed to ensure your individual, business, trust and estate tax returns are efficiently prepared and e-filed capturing the tax savings planned for, earned and deserved. ​​​
Find Further Information on the Tax Services We Provide Below. ​
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Strategic Tax Planning
Included in our strategic tax planning services:
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​Goal-based tax projections and analysis incorporating relevant tax laws, strategies and opportunities to minimize tax liabilities
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Minimizing, deferring or offsetting taxable income and capital gains
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Maximizing deductions and credits
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Tax strategies for real estate
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Charitable giving tax strategies
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Tax strategies for business owners
Tax strategies for Physician and healthcare professionals -
Tax strategies for investments
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Analyzing the financial and tax impact of a career change, or relocation outside of the state of California (when relevant)
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Ensuring you stay educated and informed on tax laws, changes in tax laws, and tax strategies and opportunities to consider in advance of planned tax rate increases​.
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​Semi-annual or quarterly projection discussions, updates and refinement
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4th quarter year-end tax planning
Tax Return Preparation
We specialize in efficiently preparing the income tax returns for our clients capturing tax savings planned for, earned, and deserved. We prepare tax returns for:
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Individuals and families
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Corporations
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S corporations
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Partnerships
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Limited Liability Companies (LLCs)
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Trust, estate and gift tax returns
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FBAR filings and foreign reporting
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Additional Services:
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Quarterly estimated tax payments
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Amended tax returns
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IRS and FTB representation for tax audits and notices​​
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Our fully-encrypted file-sharing portal is designed to allow you to conveniently upload and confidently share electronic copies of tax documents needed to prepare your return in a fully paperless environment, if this is your preference. ​​
Tax Accountant in La Jolla, CA
Stressed over taxes and cashflows? We can help.
We'll take good care of you, relieve your stress and provide peace of mind.
Call us now at 858.754.8277 or request a consultation to learn more about us, and how we can help you.
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Income tax planning for individuals
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Income tax planning for businesses
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Minimizing taxes for small individuals
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Minimizing taxes for small businesses
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Individual tax preparation
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Business tax preparation
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Business tax services
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IRS tax resolution and CA FTB tax resolution
