Advisory Services Packages

Cobalt offers various advisory services packages, which are tailored to diverse client needs. Each advisory services package includes one-on-one sessions with an experienced professional to go over strategy, background, and tools related to running your business or investment portfolio with tax-efficiency in mind.

 

Compliance and maintenance services, such as tax preparation work, are offered to clients during the initial consultation process based upon availability. We strive to provide tax preparation, bookkeeping, and maintenance services only to clients where we can provide exceptional value with our high-touch and customized processes. If we're not a good fit for your ongoing maintenance services, we can offer a referral to another firm or service provider who will be a good fit for your needs.