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Limited Time · November 10 – 25
Comprehensive Tax and Business Consult
Save $200 on any consultation tier, November 10–25, 2026
Personalized tax and business strategy with a KKOS attorney, including our 20-point tax planning checklist
Trifecta diagram and an Implementation Plan to build wealth while reducing your tax burden
Prior-year tax return review, with Standard, Deluxe and Premium tiers based on your financial profile
Book a free 15-minute call with our Client Advisor team to match you with the right tier and attorney
Consultation Tiers
Save $200 on Standard, Deluxe or Premium from November 10–25, 2026.
Full Consultation
Standard
$1,595$1,795
$200 off · November 10–25
Up to 2 hours total
Initial consultation: up to 1 hour
Initial focus: tax strategy & the 20-point tax planning checklist
Only for those who meet a criterion:
Earn up to $250K/year in ordinary business income
OR
Own assets valued at less than $1M
OR
Own fewer than 4 entities or rentals
Book a Call →Full Consultation
Deluxe
$2,795$2,995
$200 off · November 10–25
Up to 2 hours total
Initial consultation: up to 1 hour
Initial focus: tax strategy & the 20-point tax planning checklist
Only for those who meet a criterion:
Earn between $250K–$1M/year in ordinary business income
OR
Own assets valued between $1M–$5M
OR
Own between 4–7 entities or rentals
Book a Call →Full Consultation
Premium
$4,795$4,995
$200 off · November 10–25
Up to 3 hours total
Initial consultation: up to 1 hour
Initial focus: tax strategy & the 20-point tax planning checklist
Only for those who meet a criterion:
Earn more than $1M/year in ordinary business income
OR
Own assets valued at greater than $5M
OR
Own more than 8 entities or rentals
Book a Call →Not sure which tier fits? A KKOS Client Advisor will confirm the right consultation for your circumstances.
Included in every tier
Tax strategy and application of our 20-point tax planning checklist
Trifecta diagram (business, assets, estate, tax) with recommendations and action items
An Implementation Plan detailing general principles and specific recommendations to build wealth while reducing your tax burden
Review of prior-year tax returns and recommendations on specific tax and legal strategies
Free Live Webinar
Year-End Tax Planning.
Mark and Mat’s Top Tax Strategies for Small Business Owners. Join KKOS founding partners Mark J. Kohler and Mat Sorensen for year-end tax planning.
Tuesday, November 10, 2026 · 4:00 PM Mountain Time
Register Now →Finish the year with a plan.
Join Mark and Mat for our free Year-End Tax Planning webinar on November 10. Ready for a personalized strategy? Save $200 on your consultation through November 25.
Register Now →