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.
Payroll
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.
Bookkeeping
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.
Investment
Planning
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.
Retirement Planning
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.
