America’s Small Business Law Firm

For Business Owners, Investors, and Self-Directed Retirement Account Holders.

By the Numbers

Over twenty-five years of proven, hands on advice.

Established
30,000+
LLCs and Corps established
Legacy-Focused
10,000+
Estate plans completed
Trusted
100,000+
Clients served
Collaborative
50+
Professionals

The Trifecta

/trīˈfektə/ noun.

A strategic diagram showing how your business structure, tax strategy, asset protection, and estate plan work together as one integrated system.

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The Trifecta: Operations (S-Corp), Assets (Solo 401k, IRA, LLCs holding cryptocurrency and rental properties), and Legacy (estate plan and home)
Start With a New Client Call

The perfect starting point

Every solid strategy begins with a clear picture of where you stand. This consultation takes a comprehensive look at your business, taxes, and long-term goals, then hands you a customized plan for what to do next.

Comprehensive Tax and Business Consultation connecting tax planning, estate planning, asset protection, retirement planning, self-directed investing, and business entity planning
01

Business & Legal Structure

We review how your entities are set up today, and where they're leaving you exposed.

02

Prior Tax Returns

A close look back at your past returns to spot what was missed or overpaid.

03

Tax-Planning Opportunities

We identify the strategies that lower your tax bill going forward.

04

Asset Protection

We evaluate what's at risk and how to shield what you've built.

05

Estate & Legacy Planning

We make sure your wealth transfers on your terms, to the people you choose.

06

Build Your Trifecta

We create or strengthen the structure that ties your business, taxes, and assets together.

07

Customized Implementation Plan

You leave with a clear, step-by-step roadmap built for your situation.

08

Right-Fit KKOS Services

We help you pinpoint which services you actually need and nothing you don't.

Free Books

Download Mat and Mark’s most popular guides

And get signed up to receive more of our free education.

30 Tax Strategies Every Business Owner Should Know by Mark J. Kohler, and Build Wealth Guide: The Ideal Order of Investing by Mat Sorensen
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The Main Street Business Podcast

A podcast where real entrepreneurs and investors learn strategies that actually move the needle; Tax moves, business structure, wealth building plays and straight talk you can put to work immediately. This podcast is for everyday Americans, working on Main Street living their American dream.

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Nationwide Reach

Three offices. All fifty states.

Serving Entrepreneurs and Investors Nationwide.

01
Utah
02
Arizona
03
Idaho
Map of the United States