Comprehensive Tax & Business Consultation
Our Comprehensive Tax & Business Consultation is the perfect starting point for clients who want to understand how their taxes, entities, assets, and estate should work together. Using the KKOS Trifecta model, we review the full picture and help identify what is working, what may be missing, and what steps should come next.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Dedicated Strategy Time With a Tax Attorney
Your consultation is designed around the complexity of your situation, giving your attorney time to evaluate your businesses, investments, income, tax strategy, and overall structure.
Standard: 30 minutes. Deluxe: 45 minutes. Premium: 60 minutes of dedicated attorney strategy time.
See Your Complete Trifecta
We organize your business, assets, estate, and tax strategy into one visual structure so you can see how the pieces work together instead of planning each area separately.
Customized Trifecta Diagram.
Identify Tax and Structural Opportunities
Your attorney reviews the structure you already have and identifies opportunities for better tax efficiency, liability protection, entity organization, and long-term planning.
Tax and business structure audit appropriate to your consultation tier.
Know Exactly What to Work on Next
You leave with recommendations instead of unanswered questions, including which structures, elections, cleanups, or additional planning items may need attention.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.