All Services & Pricing
Most Popular Services
Business Entity Structure Consult
- Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
- Consult with Attorney up to 1 Hour regarding business entity structuring and entity tax issues (new or existing).
- Includes new entity set-up or clean-up or amendments to an existing entity.
$1,200 plus state filing fees (if applicable)
Comprehensive Tax & Business Consultation
- Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
- Consult with Tax Attorney up to 1.5 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.
$1,200
LLC Entity Formation
- LLC Set-Up with state and all required docs.
- 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 agreement, minutes, and corporate book.
$800 plus state filing fees
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.
$800 plus state filing fees
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.
$1,900 plus recording fees
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.
$1,500 plus recording fees
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.
$800 for single member, $1,500 for
multi-member, plus state filing fees
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)
Business Entity Services
LLC Entity Formation
- LLC Set-Up with state and all required docs.
- 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 agreement, minutes, and corporate book.
$800 plus state filing fees
Business Entity Structure Consult
- Trifecta diagram (business, assets, estate) with recommendation and actions items.
- Consult with Attorney up to 1 Hour regarding business entity structuring and entity tax questions (new or existing).
- Includes new entity set-up or clean-up or amendments to an existing entity.
$1,200 plus state filing fees
S-Corp Entity Formation
- S-Corp Set-Up with state and all required docs.
- 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.
$800 plus state filing fees
Partnership LLC Entity Formation
- LLC Entity Set-Up with state and all required docs. Includes additional consideration and drafting of partnership provisions into the LLC operating agreement (partnership terms) beyond standard LLC set-up.
- Consult with Attorney up to 1.5 hour on legal and tax and questions for the new entity.
- We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.
$1,500 plus state filing fees
IRA/LLC Formation (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.
$800 for a single member, $1,500 for
multi-member, plus state filing fees
Series LLC Formation
- Set-up Series LLC with state and file parent and establish up to 10 sub-series LLCs.
- Consult with Attorney up to 1 Hour on Series LLC and tax and legal questions regarding the Series LLC.
- Includes series LLC articles and operating agreement as well as exhibit template to adopt new sub-series LLCs as needed.
$1,200, plus state filing fees
Paralegal LLC or S-Corp Entity Set-Up
- LLC or S-Corp Set-Up with state and all required docs.
- Work with firm paralegal who drafts what client requests. Any attorney time that is requested is billed hourly.
- We file all docs with state, obtain IRS EIN, and complete operating agreement/bylaws, minutes, and corporate book.
$450 plus state filing fees
Entity Clean-Up
- Attorney review of existing entity docs and recommended changes and additions.
- Consult with Attorney up to 30 minutes on entity and recommend changes and additions.
- Draft changes and complete any missing documents (operating agreement, minutes, etc.)
$700 plus state filing fees (if applicable)
Non-Profit Set-Up
- Non-profit corporation articles filing with state and specific non-profit bylaws and minutes drafted for the charitable purpose.
- Consult with Attorney up to 2 hours on tax and legal questions regarding the non-profit.
- Prepare and file Application for Exemption (IRS Form 1023) with IRS. Obtain EIN, prepare bylaws, minutes, and createa corporate book.
$5,000 plus state filing fees
Offshore Entity
- Draft and file offshore entity (Nevis).
- Consult with Attorney up to 1 hour on legal and tax and questions related to the offshore entity (seek out foreign legal counsel for foreign law).
- Attorney will advise on U.S. tax compliance and filing requirements for assets and cash in foreign country.
$2,000 plus state filing fees (if applicable)
Entity Foreign Registration
- Register your LLC or Corp to do business or own real estate in another state.
- Attorney Time billed hourly (not included).
$250 plus state filing fees
Entity Dissolution
- Dissolve Corp or LLC with the state and file dissolution.
- Attorney Time billed hourly (not included).
$150 plus state filing fees
Domestication of Entity
- Domestication is a process to move an entity from being organized in one state to another state
- Attorney time billed hourly (not Included)
- Includes domestication of entity from existing state into the new state. Amended operating agreement/bylaws, and minutes. Including converting out or dissolution in the old state.
$700 plus state filing fees
DBA (doing business as)
- File name of doing business as with state (or county, as applicable per state).
- Attorney Time billed hourly (not included)
- DBA owner can be individual or an entity.
$200 plus state filing fees (if applicable)
Amendment to an Entity
- Amend your entity with the state which would include changing the entity name, management structure or updating manager information.
- Attorney Time billed hourly (not included).
- This is a specific document that is sometimes done with an Amended and Restated Operating Agreement/Bylaws or a Membership Transfer (charged separately).
- Amendment does not include an Amended & Restated Operating Agreement (LLC) or Bylaws (Corp).
$250 plus state filing fees
Company Transfer Agreement
- Draft membership transfer agreement to change and transfer ownership from one party to another (person, entity, trust).
- Attorney Time billed hourly (not included)
- * Fee varies depending on transfer type ($150 to trust, $250 standard, IRA owned $350). Transfers to trust discounted 50% when done within 3 months of KKOS estate plan.
$150-$350
Trademark
- Search USPTO database for chosen trademark in chosen classification for conflicts and to determine the likelihood of registration.
- File trademark for business name, product, or slogan with USPTO for federal trademark protection.
- Consult with Attorney for 30 minutes on legal questions related to trademark.
$1,000 plus USPTO filing fee
Amended & Restated Operating Agreement or Bylaws
- Prepare an Amended & Restated Operating Agreement (LLC) or Amended & Restated Bylaws (Corp) updating ownership, name, addresses and other company changes.
- Attorney Time billed hourly (not included).
- This is a specific document that is sometimes done with an Amendment or Membership Transfer (charged separately).
- Fee is $250 for an LLC or Corp. and is $800 for an IRA/LLC or Series LLC.
$250-$800
Estate Planning Services
Estate Plan
- Revocable Living Trust and Will planning 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.
$1,500 plus recording fees
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 will, and other ancillary docs.
$1,900 plus recording fees
Trust or Will Amendment
- Amendment to trust or will to change trustee, executor, assets, distribution rules or beneficiary/heir.
- Attorney Time billed hourly (not included).
$250-$450 per document depending on how many items are being changed per amendment.
Charitable Remainder Trust
- Prepare Charitable Remainder Trust documents and advise on asset and tax benefits.
- Consult with Attorney up to 1 Hour on your appreciated asset tax status, charitable deduction and plans, and income stream from trust.
- Analysis and CRT structuring options for tax planning and minimization.
$8,000 plus 3rd party administrative fees for tax return and CRT admin.
Domestic Asset Protection Trust
- Establish domestic asset protection trust (DAPT) for protection of assets and estate planning.
- Consult with Attorney up to 1 Hour on tax and legal questions regarding the DAPT.
- DBA owner can be individual or an entity.
$1,500, plus $300 yearly trustee fee
Gun Trust
- A document tailored to make ownership of NFA firearms easier, reduce the risk of criminal prosecution against a firearm owner, aid in estate planning, protect against certain government seizures of firearms, and reduce the impact of future firearms transfer laws.
- 1 Hour Attorney Consultation
- Includes gun trust documents, amendment template for adding/removing trustees, and an assignment of asset template.
$1,200
Deed/Property Transfer
- Prepare deed for transfer to your Trust or LLC and record with the county.
- Prepare and file additional coversheets and transfer tax (including exemptions forms) forms where required by the state/county.
- We handle deed transfers in all states except, HI, IL, LA, ME, MD, NJ, NY, and VA.
$200-$300 (depending on state/county) plus recording and any applicable transfer taxes
Tax Planning Services
Comprehensive Tax and Business Consult
- Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
- Consult with Tax Attorney up to 1.5 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.
$1,200
Health Reimbursement Arrangement (HRA)
- Prepare HRA (health reimbursement arrangement) document for company for tax savings on health care expenses.
- Consult with Attorney up to 30 minutes on HRA and how health care expenses can be reimbursed and written off.
- HRA is for business owners.
$600
S-Election
- Prepare and file S-Election application to the IRS along with Rev Proc attachment where necessary for late applications.
- Attorney consult time billed hourly (not included).
$200
Opportunity Zone LLC Formation
- LLC Entity Set-Up with state and all required docs for opportunity zone tax strategy.
- Consult with Attorney up to 1 hour on legal and tax and questions for opportunity zone treatment.
- We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.
$1,200 plus state filing fees
Self-Directed IRA & Solo 401(k) Services
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 401(k) to own an LLC.
$800 for single member, $1,500 for
multi-member, plus state filing fees
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)
Solo 401(k) Restatement
- Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solo(k).
- 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
Paralegal Solo 401(k) Restatement (docs only)
- Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solo(k).
- Attorney Time requested is billed hourly (not included).
- 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.
$495
401(k)/LLC Set-Up
- Set-up of 401k owned LLC (401k/LLC) with all necessary docs including retirement plan provisions.
- Consult with Attorney up to 1 Hour on 401k/LLC and self-directed questions regarding the planned use of the 401k/LLC.
- Includes 401k LLC operating agreement and specific clauses important for 401ks to own an LLC. Discounted $100 if done with Solo 401(k) plan set-up.
$800 for single member, $1,500 for
multi-member, plus state filing fees
IRA Fair Market Valuation (FMV)
- Complete Fair Market Valuation and provider letter report with support records from IRA owner for setting value on a Roth Conversion or in-kind distribution.
- Attorney Time billed hourly (not included)
- Includes report on value of asset. IRA owner must provide supporting documents (real estate appraisal, LLC bank statements, etc.)
$450 per asset valued
990-T Tax Return for IRAs
- Prepare and file IRS form 990-T tax return reporting UBIT (unrelated business income tax) or UDFI (unrelated debt-financed income) to the IRS.
- Attorney Time billed hourly (not included). If bookkeeping is needed, billed at accountant rates.
$750 for up to three assets, $350 for
each additional asset past three.
Form 5500-EZ for Solo 401(k)s
- Prepare and file IRS form 5500 with the IRS for solo 401(k) plans with over $250k in value (or when closed out even if under $250k).
- Attorney Time billed hourly (not included). If bookkeeping is needed, billed at accountant rates.
$250
Company Maintenance Department
Company Maintenance
- We track and make sure your annual renewal is filed with the state and pay your annual fees.
- Prepare annual shareholder, director, or member minutes.
- KKOS maintains a digital record of all company records and minutes.
$150/year per company
Registered Agent
- We serve as registered agent for your company and receive any legal notices served to your company. Keeps your personal address or business from having legal notices served at your home or place of work.
- Our team saves your company digital records and forwards legal notices or service of process when it is received.
- Our law firm address (CA, AZ, UT, ID) or our registered agent company address is used on the company filing as the registered agent address.
$125 annual per entity or foreign registration
Mail Forward Program
- Use of KKOS Utah office address with the Secretary of State for up to (3) companies.
- Personal virtual mailbox for mail received.
- May be used as a mailing address with third-party entities where needed (e.g. bank, HOA, property management, IRS, etc.).
$200 a year
For Self Directed IRA Accounts
Please Visit Our Sister Company
For Self Directed IRA Accounts Please Visit Our Sister Company
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