Business Tax Planning & Compliance Services to Help You Sleep Better Tonight and Every Night
Business Tax Planning
This is about making it easier for medical professionals to meet their unique Federal tax requirements. Minimizing your risk with the IRS is not something you do just once a year.
Dennis Cozen and the team at Associated Tax will work with you — on your schedule and through your people — to take the right actions at the right times. We will ensure that you keep as much of your income as possible, while being fully-compliant with the bewildering swirl of requirements that is the Federal Tax Code.
Learn more about our business tax planning services.
Federal and State Tax Preparation
This is where the year's business tax planning all comes together for you.
We prepare any Federal and state income tax return for any year. And we do them for individuals, partnerships, LLCs, corporations, trusts, estates, and non-profit organizations, and for any state that requires a tax return to be filed. Even if your needs are simple today, our experience suggests that, with growing financial success, you will come to need increasing assistance to maintain good returns with a minimum of inconvenience.
Learn more about our State and Federal tax return services.
We make this necessary evil a snap.
We process payroll in an easy and simple manner. Everything is electronic, from preparing paychecks using direct deposit, to filing and paying quarterly taxes. Like all of our services, we handle payroll processing in all 50 states. This is another way to make your business processes and tax planning convenient and easy, year-round.
Learn more about our payroll processing service.
This is the "engine room" to effective business tax plans
Bookkeeping is — always — the key to good business, tax, investment, and other decision-making. We keep your books up-to-date at all times, so you always know where you stand. With up-to-the-minute information, you’re always able to make the best financial decisions.
Learn more about our bookkeeping services.
Effective business tax planning and investment planning are closely linked.
My approach to investment planning is that of long-term advisors. Ideally, I will be working with you for years, perhaps decades. So I don’t try to sell you anything. Rather, I strive to be a consistent voice of reason, so I can help you make the kinds of decisions that result in the pursuit of your retirement and other goals.
Learn about my investment planning^ service.
Business Start-Up Planning
The decisions you make early in your career can often have a greater impact on your business tax planning than anything else.
If you are starting a business, we can help you get things headed in the right direction. The first big decision is to pick the right entity structure (sole proprietor, partnership, LLC, corporation, etc.). The next step is to develop processes that achieve full compliance in payroll, sales taxes, and income taxes. Our business start-up planning will allow you to achieve these results conveniently and effectively for years to come.
Learn more about my business start-up planning service.
Time is a key factor in retirement planning. How do you know where you are now?
When it comes to your financial future, retirement planning is where it all begins. Retirement requires a plan, whether you realize it or not. Without an effective plan, your hope for retirement is at risk. Preparing for retirement the Dennis Cozen way is a friendly experience. Dennis makes it simple by walking you through four key questions.
Find out about my retirement planning service.