Committed to Helping Clients Understand Their Investment Opportunities
Dennis Cozen is an advisor and Enrolled Agent providing investment and tax strategies to young professionals, individuals, and small business owners in Santa Monica and Los Angeles, California. Prior to entering the tax, accounting, and financial services industries, Dennis spent more than 27 years as a high school and community college mathematics teacher. With a desire to create his own business, he entered the tax industry in 1984, assisting clients with tax returns while still working as a teacher. Over the years, Dennis realized that many tax and accounting issues overlap with investments and financial concerns. With the goal of helping individuals and business owners navigate the often confusing elements of investments, taxes, and financial strategies, he founded his firm, Associated Tax Consultants. As an Enrolled Agent (EA) and as an advisor supported by broker-dealer HD Vest Investment ServicesSM, Dennis seeks to help his clients make the most of their hard earned assets, determining appropriate ways to invest and strategies that may help reduce taxes. As a former teacher, Dennis simplifies and explains financial concepts and strategies in a way that may help clients better understand the options available to them. He relies on the skills honed through his career as an educator to guide, enlighten, and support his clients with their tax and financial concerns and objectives. By providing insight and education, as well as developing customized strategies, Dennis strives to build long-lasting relationships with his clients and serve as a one-stop resource for their tax, accounting, and investment needs. Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
