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 accountant 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, accounting, 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 and accounting, 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.
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Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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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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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Good employee health can be great for the company’s bottom line.
To choose a plan, it’s important to ask yourself four key questions.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
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This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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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.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.