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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
All Muni Bonds Are Not Created Equal
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Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
February 2018 Top Five
2018 could be shaping up to be an interesting year.