KKOS Lawyers

What KKOS Lawyers does

KKOS Lawyers is a US-based private law firm, founded in 2005 and headquartered in Cedar City, Utah, with additional offices in Phoenix, Arizona, and Rexburg, Idaho. The firm operates with 50+ legal professionals and serves tens of thousands of clients nationwide across four primary segments: entrepreneurs and small business owners, real estate investors, cryptocurrency investors, and self-directed retirement account investors. The firm's positioning centers on its proprietary "Trifecta" methodology that integrates business entity structuring, asset protection, and estate planning into a single coordinated engagement - a service design intended to address what the firm characterizes as fragmented planning across separate providers.

The firm delivers services through a cataloged, publicly priced flat-fee product suite covering LLC formation ($1,195), S-Corp formation, IRA/LLC setups ($1,195-$1,495), Solo 401(k) setup ($995-$1,595), comprehensive entity set-up ($1,595), comprehensive estate plan ($2,895-$5,995), business acquisitions ($6,995-$19,995), trademarks, charitable trusts, domestic asset protection trusts, and offshore entities, supplemented by hourly attorney billing and recurring subscriptions (registered agent $125/year per entity; privacy/mail $525/year; compliance $199+/year). Distribution is anchored by an integrated content engine - two podcasts totaling nearly 2 million downloads (Main Street Business Podcast; The Directed IRA Podcast), two YouTube channels, attorney-authored blogs, free e-books, webinars, and multiple annual conferences (SDIRA Summit, Main Street 360, Alternative Asset Investor Summit, Crypto Tax Summit, Real Estate Tax Summit) - converting content into attorney consultations via Calendly self-service booking and inside-sales coordination through HubSpot and a new-client advisor team. Technology is standard professional-services SaaS (PracticePanther, HubSpot, Calendly) with no proprietary platform or AI/ML components.

The firm sits within a broader affiliated enterprise under common ownership of Senior Partner Mark J. Kohler and Partner Mat Sorensen, including Directed IRA (self-directed IRA custodian, $1B+ in IRA investments processed), Directed Trust Company, Main Street Business Services, and Kohler & Eyre CPAs. KKOS operates as a private partnership with no disclosed external investors, no M&A activity, no IPO plans, and no public financial reporting.

Name

KKOS Lawyers

Legal name

KKOS Lawyers

Website

https://kkoslawyers.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

101–250 employees

Short description

KKOS Lawyers is a US-based law firm serving entrepreneurs, real estate investors, cryptocurrency investors, and self-directed retirement investors through integrated, flat-fee business formation, estate planning, tax strategy, and asset protection services delivered via attorney consultations and a content-driven marketing engine.

Ownership category

akta.pro rank

Headquarters

HQ city

Cedar City

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Flat-Fee Legal Services: The primary revenue stream is flat-fee legal service packages across business entity formation, tax planning, estate planning, and self-directed retirement account law. Services are priced as fixed one-time fees with clear tiered pricing (e.g., LLC Formation $1,195, Comprehensive Entity Set-Up $1,595, Comprehensive Tax & Business Consult starting at $1,795, Comprehensive Estate Plan starting at $2,895). These fees are earned upon booking and are largely non-refundable per the firm's payment policy.
2. Hourly Attorney Billing: Attorney time is billed hourly for services beyond flat-fee packages, including consultations beyond included time, document re-drafts, negotiations, research, and ongoing legal work. The firm's payment policy states attorneys bill for all time spent on matters including virtual meetings, emails, document reviews, and phone calls.
3. Registered Agent Services: Annual registered agent services billed at $125 per entity per year, and privacy/mail forwarding services at $525 per year. Company compliance maintenance from $199 per year. These are recurring annual revenue streams.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels10 records

Core offering

KKOS Lawyers is a private law firm that provides integrated tax and legal planning services for entrepreneurs, real estate investors, cryptocurrency investors, and self-directed retirement account investors. Core services include business entity formation (LLCs, S-Corps, IRA/LLCs, Solo 401(k)s, Series LLCs, partnerships), comprehensive estate planning (revocable living trusts, wills, charitable remainder trusts, domestic asset protection trusts), tax and business consultation, asset protection and privacy planning, and ongoing company compliance services. The firm's signature offering is the proprietary "Trifecta" methodology that combines business structure, asset protection, estate planning, and tax strategy into one coordinated legal plan delivered through flat-fee packages and hourly attorney engagement.

Product overview

KKOS Lawyers is a law firm offering a comprehensive suite of tax and legal planning services for entrepreneurs, real estate investors, and self-directed investors. The firm's services center on a 'Trifecta' approach integrating business formation, asset protection, and estate planning. Core offerings include business entity formation (LLCs, S-Corps, Partnerships), comprehensive tax and business consultations, self-directed retirement account structures (IRA/LLCs, Solo 401(k)s), and estate planning (revocable living trusts, wills). The portfolio also includes specialized add-on services such as business acquisitions, trademark filing, company maintenance, charitable trusts, and privacy consulting. The firm operates as a traditional legal services provider rather than a software platform, with services priced at flat fees or hourly attorney rates. Sister companies include Directed IRA (self-directed IRA custodian) and Main Street Business Services (company maintenance).

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Entity Set-Up Full-service single-member business entity formation that includes the firm's proprietary Trifecta diagram showing business, assets, estate, and tax structures, plus up to 1.5 hours of attorney consultation. Designed for entrepreneurs who want a coordinated plan rather than a standalone LLC filing. Priced at $1,595 plus state filing fees.
• LLC Entity Formation Standard LLC formation including state filing, IRS EIN obtainment, operating agreement, minutes, and corporate book preparation, with a 1-hour attorney consultation. Priced at $1,195 plus state filing fees.
• S-Corp Entity Formation S-Corporation formation including state filings, IRS S-election filing, operating bylaws, minutes, corporate book, and up to 1 hour of attorney consultation for legal and tax questions.
• IRA/LLC Set-Up (Checkbook Control IRA) Self-directed IRA-owned LLC formation including IRA-specific operating agreement provisions required by custodians, enabling checkbook control for self-directed investing in real estate and other alternatives. Single-member priced at $1,195; multi-member or Series LLC at $1,495 plus state filing fees. Custodial account support coordinated through sister company Directed IRA.
• Solo 401(k) Set-Up IRS pre-approved Solo 401(k) plan setup tailored to client company, including plan documents, adoption agreement, plan EIN, and comprehensive binder, with attorney support. Basic at $995; Comprehensive at $1,595 including Trifecta diagram and 1.5-hour consultation. Annual compliance plan available at $150/year.
• Comprehensive Estate Plan Revocable Living Trust and Will planning to avoid probate, including Trifecta diagram and attorney consultation up to 2–3 hours. Includes revocable living trust, will, powers of attorney, healthcare directives, and ancillary documents. Tiered: Signature $2,895 (<$1M assets), Premier $3,995 ($1M+ or 4–7 entities), Legacy $5,995 ($5M+ or 8+ entities). Legacy plan includes 2 years of amendments.
• Comprehensive Tax & Business Consultation Signature service that builds a customized Tax & Legal Implementation Plan with the attorney's Trifecta diagram covering business, assets, estate, and tax; includes tax return review. Tiered: Standard $1,795 (<$250K income, <$1M assets, <4 entities), Deluxe $2,995 ($250K+ income or $1M+ net worth or 4–7 entities), Premium $4,995 ($1M+ income or $5M+ net worth or 8+ entities).
• Asset Protection and Privacy Consult Comprehensive review of business entities, real estate, investments, estate plan, and tax structure to identify gaps in protection and privacy, with a 1.5-hour attorney strategy session and proprietary asset protection checklist. Starting at $1,795.
• Business Acquisitions Legal guidance for business purchases including purchase agreements, tax analysis, and due diligence. Tiered packages: Basic (deals up to $250K) $6,995, Signature ($250K–$1M) $12,995, Deluxe ($1M–$5M) $19,995. Deals over $5M on inquiry. Each package includes bundled attorney consulting hours at $500/hour additional.
• Partnership LLC Entity Formation LLC formation with partnership provisions covering responsibilities, profit distribution, and exit strategy. Includes up to 1.5-hour attorney consultation and comprehensive LLC formation. Priced at $1,995 plus state filing fees.
• Series LLC Formation Series LLC setup with parent filing and up to 10 sub-series LLCs, plus an exhibit template for additional sub-series. Priced at $1,395 plus state filing fees.
• Entity Clean-Up Attorney review of existing entity documents with recommended changes, 30-minute consultation, and drafting of missing documents. Priced at $995 plus state filing fees. Not available for partnerships or multi-member IRA LLCs.
• Trademark Services USPTO database search for trademark conflicts, federal trademark filing, and 30-minute attorney consultation. Priced at $1,395 plus the USPTO filing fee of $250 per mark per class.
• Company Maintenance and Compliance Ongoing company compliance services including document maintenance, annual meeting reminders, minutes preparation, and state registration filings. Company Compliance from $199/year; Registered Agent from $125/year per entity; Privacy Assurance (with mail forwarding) from $525/year.
• Registered Agent Service Registered agent representation in states where the client has entities, including receiving service of process and legal notices. From $125/year per entity. Privacy Assurance (which includes registered agent and mail forwarding) from $525/year.
• Charitable Remainder Trust (CRT) Charitable Remainder Trust document preparation and tax benefit analysis with a 1-hour attorney consultation on appreciated asset status and income planning. Priced at $8,000 plus third-party administrative fees.
• Domestic Asset Protection Trust (DAPT) Domestic Asset Protection Trust (DAPT) establishment for asset protection and estate planning, including a 1-hour attorney consultation. Priced at $3,995 plus a $300 yearly trustee fee.
• Health Reimbursement Arrangement (HRA) HRA document preparation for business owners to reimburse and write off healthcare expenses, with a 30-minute attorney consultation on healthcare reimbursement and tax write-offs. Priced at $600.
• Non-Profit Set-Up Non-profit corporation formation including IRS Form 1023 exemption application, bylaws, minutes, EIN, and corporate book. Includes up to 2 hours of attorney consultation billed separately. Priced at $800 plus state filing fees (basic) up to $5,995 plus state filing fees (full-service with attorney support).
• Offshore Entity (Nevis) Nevis offshore entity drafting and filing with a 1-hour attorney consultation on U.S. tax compliance. Priced at $2,995 plus state filing fees.
• Opportunity Zone LLC Formation LLC entity formation focused on opportunity zone tax strategy, including up to 1 hour of attorney consultation. Priced at $1,995 plus state filing fees.

Quantifiable outcome

• 20 years in business with tens of thousands of clients served
• +4 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• Directed IRA (by Directed Trust Company)coreOthersDirected IRA is a sister company under the same founding partners (Mark J. Kohler and Mat Sorensen). Mat Sorensen is founder and CEO of Directed IRA. Directed IRA serves as the custodian for self-directed retirement accounts and has processed over $1 billion in self-directed IRA investments. KKOS Lawyers refers clients to Directed IRA for self-directed IRA establishment and administration. An all-in-one application on directedira.com sets up the self-directed IRA with Directed IRA and gives the LLC intake to KKOS Lawyers. The two companies work in tandem to deliver the IRA/LLC service offering — Directed IRA handles the custodial account, while KKOS handles the legal LLC formation.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Clerky: Tech-enabled incorporation and startup legal paperwork platform used heavily by venture-backed startups. Competes for the LLC/Corporation formation volume that anchors KKOS's flat-fee entity formation practice.
• Wealth.com: Estate planning platform built for financial advisors and their HNW clients, with technology-driven trust and estate workflows. Overlaps with KKOS's integrated estate + asset protection + business planning approach for investors and entrepreneurs.
• Trust & Will: Online estate planning platform offering wills, trusts, and estate plans at flat-fee price points. Directly competes with KKOS's Comprehensive Estate Plan service for the same digital-first SMB and individual customer base.
• FreeWill: Online will-creation platform with a free tier and paid estate planning products. Targets the same end consumer for simple wills and basic estate plans, putting pressure on the entry-level portion of KKOS's estate planning funnel.
• Bizee (formerly Incfile): Low-cost LLC and corporation formation service bundled with registered agent offerings. Competes for price-sensitive entrepreneurs who might otherwise choose KKOS's $1,195 LLC formation package.
• Northwest Registered Agent: Registered agent and business formation services provider with privacy-forward positioning and annual service packages. Directly overlaps with KKOS's Registered Agent, Company Compliance, and entity formation offerings.

Emerging players

• Foundation: Modern estate planning platform combining software with attorney support, focused on younger professionals and families. Emerging competitor in the flat-fee estate planning category where KKOS competes.

Broad incumbents

• LegalZoom: Incumbent online legal services platform offering LLC formation, wills, trademarks, and registered agent services at scale. Competes across nearly every transactional service in KKOS's portfolio, though without the integrated tax and self-directed IRA specialization.
• Rocket Lawyer: Subscription-based online legal services platform offering document preparation, attorney consultations, and entity formation. Competes for the same SMB entrepreneur client base seeking affordable legal services.

Others

• Directed IRA (Directed Trust Company): Sister company under common ownership with KKOS Lawyers, providing self-directed IRA custody. While not a competitor, it is the most closely affiliated business and a primary cross-referral partner that defines KKOS's IRA/LLC go-to-market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCHYeaAH3D-wzQyDiXndSfMA
• Facebookfacebook.com/pages/KKOS-Lawyers/178092760959
• LinkedInlinkedin.com/company/kyler-kohler-ostermiller-&-sorensen-llp?trk=ppro_cprof
• Instagraminstagram.com/kkoslawyers?igshid=YmMyMTA2M2Y=
• Xx.com/kkoslawyers

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KKOS Lawyers