Our Services
We have a leading track record when it comes to real estate tax and accounting needs. Cobalt works with individuals and businesses, from real estate owners with a single property to investors with complex portfolios. Whatever your unique financial management needs are, we can help. Get started with a free consultation.
Best Practice & Strategy Sessions
Providing you the tools to achieve your financial goals
These sessions will give you the tools, knowledge, and skills needed to build your business strategy. Ensure your business is thriving with one-on-one training, advice, and tailored content on:
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Tax efficiency
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Operational effectiveness
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Business strategy
Proper systems implementation can be tedious and time-consuming but it’s absolutely imperative when it comes to accurately evaluating your business’ operational and financial efficiency.
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Custom software implementation & consultations
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Comprehensive individual & team training
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Custom reporting to extract actionable insights
Business Entity Strategy & Formation
Lay the foundation for your financial freedom
Choosing the right business entity can save you thousands when it comes to tax season. We’ll discuss the pros and cons of each structure to help you decide what’s best for your situation. Then, we'll file the necessary paperwork and consult an attorney to ensure your documents are approved.
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Advice on the most effective entity structure for your goals
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Discuss strategies for owner compensation
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File attorney-approved documents with the IRS, local, state, and federal governments
System Implementation & Training
Operational & financial performance tracking to ensure your goals are achieved
Advisory Services
At Cobalt, your financial goals are our focus. We’ll listen to the things that are important to you – whether it’s more freedom, financial growth, or stability. Once we know where you’re going, we’ll help you get there through focused strategic planning and execution.
Tax & Compliance
Alleviating Stress
Business, Personal & Trust Tax Service
You supply the documents and we take care of the rest! Once your tax returns are completed we’ll set up a meeting to review them and answer any questions you may have.
State & Local Tax Services
We provide comprehensive tax services, which includes the preparation, review and filing of state and local tax returns. We also monitor federal, state and local tax developments to keep you up to date.
Period-End Accounting & Reconciliation
We’ll review all of your transactions for coding errors and anomalies, and then correct them as needed. This ensures accurate reports and protection from audit scrutiny. Rest easy, your accounts are up to date.
Accounting & Payroll
Enabling Growth
Property Management Accounting
We take care of the accounting needs relating to your property management business, including weekly bill payment, owner payments, proper tracking and record coding, and bill review for proper payment. Our robust review process guarantees that your bills are paid accurately and timely.
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Periodic Reporting & Checkups
Reviewing your financial databases on your own is time-consuming, but our team is trained to do just that. We review your accounting software to ensure bank feeds are up to date, accounts are coded correctly, and accounts are reconciled. That way you’ll always have an accurate picture of how your business is doing
Full-Service Payroll Management
Our team of accounting experts processes your payroll and handles all filings so your employees are paid on time, every time. Our payroll service includes all required tax calculations and filings, as well as tracking vacation, sick, and other leaves.