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.
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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are 4 great, and sometimes unexpected, places to raise a family.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.