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Services for Businesses

At Associated Tax Consultants, Dennis Cozen works with small business owners throughout the Santa Monica, Los Angeles, and Malibu areas. Working closely with his clients, Dennis seeks to provide them with the knowledge that may help them set up their businesses and make informed financial and tax decisions. By providing a comprehensive array of services, Dennis strives to serve as a one-stop resource for his clients.

Associated Tax Consultants offers the following products and services for business owners:

Tax, Accounting, and Business Planning

  • Business Tax Preparation (Corporate, Partnership, Sole Proprietorship, LLC)
  • Electronic Filing
  • Accounting Review and Assistance
  • Setting Up a Business (Including (Corporate, Partnership, Sole Proprietorship, LLC)
  • Bookkeeping
  • Payroll Services

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Brokerage Accounts
  • Mutual Funds
  • Variable Annuities

Planning Services

  • Retirement Planning
  • IRA and 401(k) Rollovers
  • 401(k) and 403(b) Planning
  • College Planning
  • Estate Planning
  • Tax Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Investment services are offered by Dennis Cozen through his affiliation with HD Vest.