Contact ▾
888-801-0010New Client Call
888-801-0010
New Client CallMake a Payment
KKOS Lawyers
BusinessEstate PlanningTax PlanningSelf DirectedAboutResources
Book a Call →
Form Your Business
Business EntityLLC'sS-CorpNonprofit FormationIRA/LLC SetupSolo 401(k)Entity Clean UpPartnership Review & Clean Up
Maintain Your Business
Registered AgentMail ForwardingBusiness Acquisitions
Protect
Asset Protection & Privacy ConsultTrademarks
All Services →
Start Your Estate Plan
Comprehensive Estate PlansAll Estate Planning Services
Update or Maintain Your Plan
Trust & Will Amendments
Fund Your Trust
Deed & Property Transfers
Alternative Trust Options
Domestic Asset Protection TrustsCharitable Remainder Trusts
Start Your Tax Plan
Comprehensive Tax & Business ConsultationAll Tax Planning Services
Ongoing Planning
Multi-Entity Tax Planning
Real Estate
Real Estate Tax Strategy
Self-Directed Investing
Self-Directed RetirementSolo 401(k)IRA/LLC
Open an Account
Directed IRA
Our sister company and self-directed IRA custodian.
Education
ArticlesWebinarsPodcastsBusiness Owner HQ
Events
Upcoming Events
Ecosystem of Companies
Directed IRAMain Street Business ServicesMain Street ProfessionalsTax Pro Network
Internal · Staff Use

Intercompany Client Referral Hub

Route a client to the right team at KKOS Lawyers, Main Street Business Services, or Directed IRA. Each page has the booking links, direct contacts and email templates for that team.

KKOS Lawyers

Legal services, tax and asset protection planning

New Clients →Existing Clients →Notary Services (existing clients) →

Main Street Business Services

Bookkeeping, payroll and tax filing

New Clients →Existing Clients →

Directed IRA

Self-directed retirement accounts

Existing Clients →New Clients, book a call →

Other KKOS Resources

Where to send someone outside these teams

Find a tax advisor →Directed IRA →Kohler & Eyre CPAs →