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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

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

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One of the most common questions people ask about Social Security is when they should start taking benefits.

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A Penny Saved is Two Pennies Earned

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A Brief History of Estate Taxes

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Estimate how much you have the potential to earn during your working years.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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The Cost of Procrastination

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