GROW WITH STRUCTURE AND CLARITY
Stop Overpaying.
Start Strategizing.
Cobos Advisory delivers precise tax strategies and business advisory — built for those who demand better margins, smarter decisions, and higher take-home performance.
WHAT WE DO
Strategic Services. Real Results
Comprehensive tax and business advisory designed to optimize your financial performance
Tax Advisory
Strategic tax planning built around the full picture — not just the tax return. Our approach integrates compliance, structure, and forward-looking planning to reduce tax exposure, manage risk, and support long-term wealth decisions.
Accounting
Financial clarity that supports smarter decisions. We go beyond bookkeeping by transforming financial data into meaningful insight, helping clients understand performance, plan ahead, and operate with confidence.
Real Estate
Real estate decisions made with strategy, not guesswork. We help investors structure acquisitions, operations, and exits with tax efficiency, cash flow optimization, and long-term wealth preservation in mind.
WHY CHOOSE COBOS ADVISORY?
Your Tax Strategy Should Work As
Hard As You Do
At Cobos Advisory, we take an integrated approach to your financial success. Beyond tax, we align strategy, structure, and planning to help business owners and high-income professionals build and protect lasting wealth.
Book a Consultation01 Strategy
We design a plan built around your goals, not just the tax code.
02 Execution
We put the plan to work — implementing the right structures and strategies at the right time.
03 Results
Real savings. Smarter structure. A business positioned to grow and protected to last.
CLIENT TESTIMONIALS
What Our Clients Say
Real results from real clients who trust us with their tax strategy and business growth
Ricardo Ratia
CEO — Home Luxury Scents | Real Estate Investor
"Cobos Advisory has been a key partner as our businesses have grown. They support us across accounting, tax planning, financial reporting, and real estate investments, helping ensure everything stays organized and aligned. What we value most is the clarity and structure they bring when managing multiple entities and long-term decisions."
Luis Cabrera
CEO — Virtual Pros Insurance Agency
"As my business grew quickly, I needed guidance to make sure everything was structured properly. Jorge helped me understand my numbers, plan ahead, and make smarter tax decisions as income increased. His support gave me confidence to scale while staying organized and compliant."
Tomás Bello
CEO — Tuwa Pro
"Cobos Advisory has helped us improve how our financial information is organized and reviewed. Their guidance has been valuable in correcting prior issues, strengthening reporting, and supporting us during banking and international planning processes. We appreciate the level of detail and professionalism they bring to our operation."
CASE STUDIES
Real Results. Real Impact.
See how strategic tax planning transforms businesses across industries
Hotel Acquisition Tax Planning
Miami, Florida
Following the acquisition of a hotel property in Miami, the client sought to understand how the transaction would impact overall tax exposure, liquidity, and long-term investment performance.
Professional Services Tax Planning
Florida
Comprehensive tax strategy for a high-income professional, reducing effective tax rate through structural optimization and forward-looking planning.
Vehicle Rental Business Tax Planning
Florida
Fleet depreciation optimization for a 35+ vehicle Turo business, identifying substantial underutilized deductions and establishing scalable tax framework.
All case studies reflect specific client engagements. Results vary based on individual circumstances and applicable tax law.
WHO WE WORK WITH
Built for Those Who Demand More
We partner with individuals and businesses whose financial lives require more than basic compliance. Our clients benefit from integrated tax, accounting, and real estate advisory designed around the full picture — not isolated transactions.
Business Owners ($1M+ in Revenue)
Established businesses with growing revenue, multiple entities, or expanding operations. We support owners with strategic tax planning, financial clarity, and advisory guidance designed to improve cash flow, reduce exposure, and support sustainable growth.
High-Income Professionals
Physicians, attorneys, executives, consultants, and other professionals earning significant income who require planning beyond standard W-2 tax preparation. We help structure income efficiently, reduce tax burden, and align planning with long-term wealth goals.
Real Estate Investors
Investors across residential, short-term rental, commercial, and multifamily real estate. We advise on acquisition planning, depreciation strategies, ownership structure, and exit planning to support cash flow optimization and long-term portfolio growth.
High-Net-Worth Individuals & Families
Clients with layered income sources, investments, and long-term planning needs. Our work integrates tax strategy, estate considerations, and investment coordination to preserve wealth across generations.
Foreign & International Investors
Non-U.S. individuals and globally connected families with U.S. investments or business activity. We provide guidance on cross-border structuring, FIRPTA exposure, international reporting, and coordinated U.S. tax compliance.
WHY WORK WITH US
Experience That Makes a Difference
Strategic guidance built on real-world experience, Big Four expertise, and a commitment to your long-term success
Integrated Advisory Approach
Tax, accounting, and real estate decisions aligned under one coordinated strategy.
Support Beyond the Basics
As income, investments, and entities grow, we provide clarity, structure, and forward-looking guidance.
Senior-Level Expertise, Modern Perspective
Senior-level advisory grounded in Big Four training, combined with modern tools and forward-looking strategy.
Real-World Perspective
Advice grounded in actual ownership, investment, and execution experience.
Advisory Built for High-Performers
About Us
Cobos Advisory delivers coordinated advisory services that turn complexity into clarity. We integrate tax strategy, financial reporting, entity structuring, and real estate considerations into practical, executable guidance for high‑income business owners and investors seeking growth, wealth preservation, and long-term structural stability.
Integrated Advisory Across Disciplines
Decades of Senior-Level Experience on Complex Matters
Tailored for High-Income & Cross-Border Clients
Grounded in Real-World Investment & Ownership Insights
Clear, Defensible, and Executable Strategy
OUR TEAM
Meet the Experts
Experienced professionals dedicated to your financial success
Jorge Cobos, CPA
Tax Planning & Real Estate Strategy
Jose M. Cobos
International Tax & Multinational Advisory
Marcos Cobos
Entity Structuring & Governance
Want to join our team of experts?
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Get in Touch
Ready to optimize your tax strategy? Let's talk.