Cobalt, P.C.

Your Trusted Real Estate Accountants

Certified public accountant in Portland, OR (show on map)

3.1

★★★☆☆

8 reviews

Cobalt CPA provides real estate-focused accounting, tax strategy, and business advisory services for property investors and managers.

Call (503) 239-8432

Navigate to Visit website

About

Cobalt CPA is a real estate-focused accounting firm that helps property owners, investors, and managers achieve their financial goals through innovative, accessible, and thoughtful accounting solutions. From multi-property portfolios to high-ticket investments, the team provides expert guidance on tax strategy, compliance, business structuring, and financial forecasting.

With lawyers on staff and deep tax expertise, Cobalt combines legal know-how with financial strategy to serve as a strategic partner for real estate professionals. The firm was founded in 2015 and has grown to serve clients nationwide from its Portland, Oregon base.

Complexity Connoisseurs - expertise with complex portfolios

Trusted & Connected - industry recognition and community engagement

Legally Savvy - lawyers on staff combined with deep tax expertise

Experienced & Steady - decades of experience solving similar challenges

Easy to Work With - straightforward, professional, and refreshingly easy service

Services

Real Estate & Investment Advisory

Expert guidance to maximize returns and minimize risk in real estate investing, from portfolio structuring to 1031 exchanges.

Strategic portfolio analysis Tax-efficient structuring Market trend assessments 1031 exchanges Exit and succession planning

Business Advisory & Planning

Strategic insight beyond the numbers, including business structuring, financial forecasting, and customized planning.

Business structuring Financial forecasting Scenario planning Exit and transition strategy Market and competitive analysis

Tax Strategy & Compliance

Proactive tax planning to minimize liabilities and stay ahead of regulatory changes, including audit support.

Tax-efficient structuring Audit support Regulatory compliance Tax planning Liability minimization

Real Estate Accounting

Specialized accounting services for real estate investors and property managers, including property management accounting and client trust accounts.

Property management accounting Client trust accounts AppFolio expertise Multi-property portfolio management Financial reporting

Credentials & Certifications

Professional Certifications

Industry Awards

Reviews

Rating

3.1

★★★☆☆

Reviews

Frequently Asked Questions

What services does Cobalt CPA offer? +

Cobalt CPA offers Real Estate & Investment Advisory, Business Advisory & Planning, Tax Strategy & Compliance, and Real Estate Accounting services tailored for real estate professionals and investors.

Is Cobalt CPA a real estate focused accounting firm? +

Yes, Cobalt CPA specializes in real estate and property management accounting, serving property owners, investors, and managers with tailored financial strategies.

Does Cobalt CPA offer 1031 exchange support? +

Yes, Cobalt CPA provides detailed support for 1031 exchanges as part of their Real Estate & Investment Advisory services, helping clients meet IRS requirements and maximize tax deferral benefits.

When was Cobalt CPA founded? +

Cobalt CPA was founded in 2015, as stated on their About Us page.

Where is Cobalt CPA located? +

Cobalt CPA is based in Portland, Oregon, with a mailing address at PO Box 12207, Portland, OR 97212, and serves clients coast to coast.

Does Cobalt CPA have lawyers on staff? +

Yes, Cobalt CPA mentions having lawyers on staff, which allows them to combine legal know-how with financial strategy for their clients.

What makes Cobalt CPA different from other accounting firms? +

Cobalt CPA differentiates itself through complexity connoisseurship, trusted industry connections, legal expertise on staff, decades of experience, and easy-to-work-with professional service.

Does Cobalt CPA offer a free initial consultation? +

Yes, the homepage states that the first consultation is on the house, indicating a complimentary initial meeting.