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 Tax Planning

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 Avantax.