Strategic & Comprehensive
Tax & Legal Planning

for entrepreneurs, real estate, crypto, and self-directed investors.

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Bringing It All Together

Tri·fect·a

/trīˈfektə/noun.

a strategic diagram organizing the three major areas of an entrepreneur’s tax and legal world.

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Most Popular Services

Business Entity Structure Consult

Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
Consult with Attorney up to 1.5 Hour regarding business entity structuring and entity tax issues (new or existing).
Includes a new single-member entity set-up or clean-up or amendments to an existing entity.

$1,595 plus state filing fees (if applicable)

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Comprehensive Tax & Business Consultation

Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
Consult with Tax Attorney up to 2 hours on tax strategy and application of our 20-point tax planning checklist.
Review of prior-year tax return and recommendations on specific tax and legal strategies.

$1,595

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LLC Entity Formation

LLC Set-Up with state and all required docs.
Consult with an Attorney up to 1 hour on legal and tax and questions for the new entity.
We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,195 plus state filing fees

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S-Corp Entity Formation

S-Corp Set-Up with state and all required docs. File s-election with IRS.
Consult with Attorney up to 1 Hour on legal and tax and questions for the new entity.
We file all docs with state, obtain IRS EIN, and complete operating bylaws, minutes, and corporate book.

$1,195 plus state filing fees

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Comprehensive Estate Plan

Revocable Living Trust and Will planning your estate and avoiding probate.
Trifecta diagram and consult with Attorney up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.
Includes trust, wills, powers of attorney finances and health care, advance directive/living wills, and other ancillary docs.

$2,495

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Estate Plan

Revocable Living Trust and Will planning for your estate and avoiding probate.
Consult with an Attorney up to 1.5 Hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones.
Includes, trust, wills, powers of attorney finances and health care, advance directive/living will and other ancillary docs.

$1,895

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IRA/LLC Set-Up (aka, checkbook control IRA)

Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC. We file with state, obtain EIN, and prepare company minutes and corporate book.

$1,195 for single member, $1,495 for
multi-member, plus state filing fees

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Solo 401(k) Set-Up

Set up Solo 401(k) using our law firm’s IRS pre-approved solo 401(k) docs tailored to your company.
Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

$995 with attorney support.
docs only (no attorney support is $495)

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Educational Resources

News Resources

Seller Financed Deals and Installment Sales
September 11, 2023 by Mat Sorensen
Seller financed deals can be a win-win strategy for buyers and seller of real estate or businesses. Seller financing means the seller of the asset, whether a business or property, agrees to take payments over time for the purchase price and as a result the seller is financing the sale of the asset to the […]

How to Use a Board of Directors or Advisors
July 18, 2023 by Mark J. Kohler
Having a Board of Directors or Advisors will be a 'support team' in many ways; giving encouragement, advice, and guidance regarding your vision and goals. The post How to Use a Board of Directors or Advisors appeared first on Mark J. Kohler.