Terms of Service

By using our services or any website, form, portal, scheduling system, consultation, legal service, webinar, or other offerings (collectively referred to as the “Services”) provided by KKOS Lawyers (“KKOS Lawyers,” “KKOS,” “we,” “our,” or “us”), you acknowledge that you have read, understood, and agree to be legally bound by these Terms of Service (“Terms”). This agreement is legally binding between you and KKOS. If you do not agree to all of the Terms, please do not access or use the Services.

Legal Services and Scope

KKOS provides legal services through licensed attorneys and staff under the direction of attorneys. The fees charged by KKOS Lawyers are considered earned and non-refundable at the time services are requested, whether through an appointment request or any flat-fee services we may offer, which can be made via phone, email, or online scheduling. In most cases, payment is required in advance of an appointment, before any documents are provided, or before services are rendered. If you choose to cancel services before work has begun (i.e., no appointment has been held or documents have not been drafted), KKOS Lawyers may, at its discretion, offer a credit for future services. Please review our posted Payment and Services Policy for detailed service-specific terms. Our attorneys bill for time spent in consultations, calls, emails, and in review, research, and collaborative work with other professionals inside or outside of KKOS, all of which are billable at the applicable rate. Our services include, but are not limited to:

• Business entity formation & structuring (LLCs, S-Corps, Partnerships)
• Estate planning
• Asset protection and privacy planning and structuring
• Tax strategy, planning, and compliance
• Self-directed retirement account planning and structuring (IRA/LLC, Solo 401(k))
• Trademark filings and maintenance
• Securities compliance

Our website defines specific services and pricing, which includes flat fees. Our team can provide specific quotes when a price range is displayed.

No Attorney-Client Relationship Without Engagement

Reviewing materials on our website, attending webinars, or filling out intake forms does not establish an attorney-client relationship. An attorney-client relationship is formed only when a consultation is scheduled or a payment for Attorney services is made. Until then, you should not infer any legal advice from, or attorney-client privilege in, our communications.

Cancellation and Missed Appointment Policy

Appointments must be canceled or rescheduled with at least 48 hours’ notice. Missed appointments or those canceled without the appropriate notice will be billed at the attorney’s full hourly rate.

Use of Services and User Responsibilities

You confirm that all information you provide is accurate, complete, and up to date. You agree not to use the Services for illegal or unauthorized purposes and acknowledge your responsibility to comply with all applicable laws.

Confidentiality and Communication

You authorize KKOS to communicate with you electronically through email, client portals, and third-party systems used for scheduling or case management. While we will take reasonable measures to protect sensitive data, we cannot guarantee the complete security of internet transmissions. If you engage with an affiliated company of KKOS for separate services, including but not limited to Main Street Business Services, LLC (“MSBS”) or Directed Trust Company/Directed IRA (“Directed”), you agree to allow us to share relevant information with those companies regarding your services. Additionally, you agree that these affiliated companies, MSBS or Directed, may share relevant information from their records with KKOS regarding your services with us. You further authorize KKOS Lawyers to share your contact information with its affiliated companies, including but not limited to MSBS and Directed, for marketing purposes.

Payment Terms

Fees for our services are due as specified in the applicable engagement letter. Our fees are considered earned once you request our services or book an appointment, whether by phone, email, or our website. Please note that fees for state filings, registered agent services, and any government-related fees are non-refundable once the documents have been submitted. Additionally, any approved credits on your account must be used within one year; after that, they will no longer be refundable.

Refunds and Credits

Refunds and credits are provided only in accordance with our Payment and Services Policy, which is available upon request or on our website. Our fees are considered earned when you request services or book an appointment, whether you do so by phone, email, or through our website. Please note that government filing fees for services that have not yet been rendered may be refundable.

Limitation of Liability

KKOS and its attorneys will not be held responsible for any indirect, incidental, or consequential damages arising from the use of the Services. Our total liability for any claim is limited to the amount paid for the service related to that claim.

Referral and Affiliate Fees

In the course of providing legal services, KKOS Lawyers may engage in marketing or referral arrangements with third parties, including attorneys, law firms, or other professionals (collectively, “Referral Sources”), pursuant to which the firm may pay a referral fee or other form of compensation in exchange for client referrals.

Any such payments are made in compliance with applicable laws and rules of professional conduct and are not permitted to interfere with our independent professional judgment or the duty of loyalty we owe to our clients. The payment of a referral or affiliate fee does not increase the fees you pay for legal services unless otherwise disclosed and agreed.

To the extent required by applicable law or ethical rules, we will disclose the existence and nature of any such arrangement and obtain the client’s informed consent. Any fee-sharing arrangement with another attorney or law firm will comply with all applicable rules, including those requiring that the total fee be reasonable and that the client consent to the arrangement.

Clients are not charged additional fees solely as a result of these arrangements unless expressly disclosed in writing. You are under no obligation to retain KKOS Lawyers based on any referral arrangement and are free to seek legal services from any attorney or firm of your choosing.

Arbitration of Disputes

Any controversy or claim arising from or related to the Term, or the breach thereof, shall be settled through arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules. Judgment on the award rendered by the arbitrator(s) may be entered in any court that has jurisdiction. The arbitration shall occur in Salt Lake County, Utah.

The parties agree to attempt to resolve the dispute through mediation administered by the American Arbitration Association under its Commercial Mediation Procedures after a demand for arbitration is filed. This mediation will proceed concurrently with arbitration and will not be a prerequisite for any stage of the arbitration process.

Termination

We reserve the right to suspend or terminate access to our Services for any user who violates these Terms or engages in conduct that we determine, at our sole discretion, to be unlawful or harmful to our firm or clients.

Entire Agreement and Amendments

These Terms, together with our engagement letters, payment and service policy, and any supplemental agreements, make up the complete agreement between you and KKOS. We may update these Terms from time to time by posting changes on our website. If you continue to use our Services after these changes are made, you accept the updated Terms.

By engaging with KKOS Lawyers, you affirm your acceptance of these Terms of Service.

Payment and Service Policy

KKOS Lawyers agrees to provide the requested services upon receiving your request and authorization for payment. This request can be made via phone, email, or through our website. The fees charged by KKOS Lawyers are considered earned upon request for services and are refundable only in specific circumstances.

• Comprehensive Entity Setup: Refunds are available only if requested prior to the consultation and before any work begins, such as reviewing tax returns or items submitted in preparation for the meeting. Once the consultation or review of preparation items has taken place, attorney time and service fees are non-refundable. The entity creation/cleanup/amendment associated with this service must be requested within 90 days of the consultation. If not, additional fees for the entity creation/cleanup/amendment may apply.
• Comprehensive Tax & Business Consultation: No refunds or credits for future services will be issued after a consultation takes place. If an appointment is canceled with at least 48 hours’ notice, a refund or credit may be given at the discretion of KKOS Lawyers.
• New LLC, Corporation, Limited Partnership, IRA/LLC, Estate Planning, and Solo 401(k) Services: Once documents are sent or a consultation occurs, fees are non-refundable, and no credits for other services will be available. Unfilled state or registered agent fees may be refunded if entity documents have not yet been filed.
• Other Flat-Fee Services: Fees for all flat fee services are considered earned when a request for services is made or an appointment is booked with an attorney. The fee may be refunded at the discretion of KKOS Lawyers if the service is canceled before work begins and before any consultation.
• Attorney Billable Time: Attorneys bill for all time spent on your tax or legal matter, including virtual meetings, emails, document reviews, research, in-person meetings, collaboration with other attorneys, and phone calls.
• Cancellations & Missed Appointments: To be eligible for a refund of services, appointments must be canceled at least 48 hours in advance. Late cancellations or no-shows will incur fees at the attorney’s hourly rate. Any refund, including a partial refund, will be at the discretion of KKOS Lawyers.
• Unused Credits: If you received a credit for services due to cancellation, this credit must be utilized within one year. Credits are non-refundable and cannot be used after one year.

New Client Consult: The fees for consultations are charged at the attorney’s hourly rate for the entire duration of the time booked. This includes not only the time spent on the call but also time spent on emails, research, and collaboration with other attorneys. Please note that these consultations are non-refundable, even if the actual time spent is less than the time originally allotted for the appointment. Additionally, any time exceeding the scheduled appointment will be billed at the attorney’s hourly rate, calculated in increments of 1/10 of an hour.