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Services for Individuals

At Associated Tax Consultants, Dennis Cozen works with individuals throughout the Santa Monica, Los Angeles and Malibu areas. Many of Dennis’ clients are young professionals looking to build their investments and develop early strategies for retirement.

Working closely with his clients, Dennis seeks to provide them with the knowledge that may help them connect their investments with their taxes and make informed financial 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 individuals:

Tax and Accounting

  • Individual Tax Preparation, Planning and Consulting
  • Electronic Filing
  • Personal Financial Statement Preparation

Investments

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Brokerage Accounts
  • Mutual Funds
  • College Savings Plans (529 Plans)
  • 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

Insurance

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

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