Tax and Financial Services for Clients in the Greater Los Angeles Area
Associated Tax Consultants is an independent tax and financial services firm based in Santa Monica, California serving individuals and small business owners in the Los Angeles and Malibu areas.
Often, an advisor and tax consultant are the two most trusted professionals in one’s financial life. Associated Tax Consultants was founded with the goal of combining the two into one, serving as a one-stop resource for individuals’ and businesses’ tax, bookkeeping and investment planning needs. The firm’s founder, Dennis Cozen is an Enrolled Agent (a federally-authorized tax practitioner) and has more than 30 years of experience in tax as well as more than 16 years in the financial services industry.
Dennis’ goal is to help his clients preserve their assets and build their wealth in a tax efficient manner. Whether his clients are young professionals starting to invest or business owners looking for bookkeeping assistance, Dennis can help.
Investment services are offered by Dennis Cozen through his affiliation with HD Vest.
Helpful Content
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.