KKOS Lawyers

KKOS Lawyers, formally Kyler, Kohler, Ostermiller & Sorensen LLP, was founded in 2001 and is a partner-led team of over fifty legal professionals. It works with entrepreneurs, real estate investors and self-directed retirement account holders, and says it serves clients in all fifty states from three offices in Arizona, Utah and Idaho. It reports 30,000+ LLCs and corporations established, 10,000+ estate plans completed and 100,000+ clients served.

The firm organises its work around what it calls the Trifecta, a diagram tying business structure, tax strategy, asset protection and estate plan together. Most engagements start with a new client call that reviews the existing entity structure, past returns, forward tax planning opportunities, asset protection exposure and estate and legacy planning, and ends with a prioritised list of next steps.

Service lines cover business entity formation (LLCs, S-corp elections and setup, nonprofit formation), entity clean-up and partnership review, registered agent and mail forwarding, asset protection and privacy consultations, trademarks, comprehensive estate plans with a revocable living trust, will and powers of attorney, trust and will amendments, deed and property transfers, domestic asset protection trusts and charitable remainder trusts. Real estate tax strategy covers cost segregation, Real Estate Professional Status qualification analysis, 1031 and disposition planning and opportunity zones. Self-directed work covers IRA/LLC checkbook control structures, Solo 401(k) setup, prohibited transaction review and Form 990-T and 5500-EZ returns.

Several prices are published: $1,795 for the comprehensive tax and business consultation, a 60-minute working session with a partner-level attorney including pre-call document review and a written follow-up; $1,495 for an IRA/LLC with checkbook control; and $250 for a Form 5500-EZ and $350 for a Form 990-T. A free 15-minute call with a client coordinator is the alternative entry point. The firm sits in an ecosystem with self-directed IRA custodian Directed IRA and the Main Street Business companies, which is worth understanding before buying bundled services.