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 and Business Planning

Business Tax Preparation (Corporate, Partnership, Sole Proprietorship, LLC)
Electronic Filing
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 Avantax.