Mark, Kohler Attorney
- Company typePrivate
- Founded2003
- HeadquartersPhoenix, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Mark, Kohler Attorney firmographics
Firmographics- Name
- Mark, Kohler Attorney
- Legal name
- Mark J. Kohler
- Website
- https://markjkohler.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Mark, Kohler Attorney industry classification
Industry- Product category
- Tax and Legal Advisory Services
- NAICS
- Offices of Lawyers (541110), Offices of Certified Public Accountants (541211), Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Employee Benefit & Retirement Plan Trust Services (FSAAANAC), Tax-Aware Investment Planning (FSAEAAAE)
Keywords
Where Mark, Kohler Attorney is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Mark, Kohler Attorney business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations, Infrastructure
Revenue model
- KKOS Lawyers — Legal & Tax Consultations: Fee-for-service legal consultations for business formation, asset protection, estate planning, tax strategy, and real estate/self-directed IRA law. Revenue is generated through billable consultation hours and legal service fees. Services include LLC formation, S-Corp elections, trust creation, and IRA/LLC checkbook control structures.
- Directed IRA — Self-Directed Retirement Account Services: Self-directed IRA and 401(k) administration enabling investment in alternative assets (real estate, private companies, crypto, precious metals). Revenue likely generated through account setup fees and ongoing administration/trust fees.
- Main Street Business Services — Registered Agent & Compliance: Annual registered agent services, entity compliance monitoring, privacy protection, annual minutes, and mail forwarding. Revenue is an annual service membership fee.
- Main Street Professionals — Education & Certification: Business Owner HQ membership (40+ videos, live mastermind calls, MarkBot, welcome box with books and Trifecta Planner, 7-day money-back guarantee) sold as a subscription/membership. Main Street Tax Pro Certification (80+ classes, 40+ hours of content, 13 modules) for tax professionals. Enterprise Certification Program for firm-wide team training.
- Books & Publications: Four bestselling books published on Amazon, Kindle, and Audible covering tax strategies, legal playbooks, self-directed IRA investing, and business building. Revenue from book sales.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Business Owner HQ membership with on-demand videos, live mastermind, MarkBot AI, free event tickets, welcome box |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels10 records
Mark, Kohler Attorney product offering
Product offeringCore offering
KKOS Lawyers delivers legal and tax planning, consultation, and formation services to small business owners, entrepreneurs, real estate investors, and crypto investors. The broader Mark Kohler ecosystem bundles these legal services with self-directed retirement accounts (Directed IRA), business compliance and registered agent services (Main Street Business Services), and professional education/certification programs (Business Owner HQ membership, Tax Advisor Certification, Enterprise Certification).
Differentiator
Problem solved
Functional benefit
Brands
- Business Owner HQ: Command center platform for entrepreneurs providing on-demand videos, live mastermind calls, and AI-powered guidance for business and tax challenges
- Main Street Tax Pro Certification
- The Trifecta
- Main Street Business Podcast
- Directed IRA Podcast
Quantifiable outcome
- 50,000+ entrepreneurs and investors supported by KKOS Lawyers
- +5 more outcomes
Companies that use Mark, Kohler Attorney
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
Mark, Kohler Attorney technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Mark, Kohler Attorney partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Mat Sorensen (Directed IRA CEO)coreMat Sorensen serves as co-host of both the Main Street Business Podcast and the Directed IRA Podcast alongside Mark J. Kohler. He is described as a nationally recognized wealth attorney, CEO of Directed IRA, and author of The Self-Directed IRA Handbook. The partnership is central to the content and operational ecosystem.
- Randall A. LuebkeminorRandall A. Luebke co-authored 'The Business Owner's Guide to Financial Freedom' with Mark J. Kohler. He is described as an expert financial planner contributing expertise on long-term financial planning and wealth management for entrepreneurs.
- Kyler, Kohler, Ostermiller & Sorensen Law Firm (KKOS Lawyers)coreMark J. Kohler serves as Senior Partner at the Kyler, Kohler, Ostermiller & Sorensen Law Firm (KKOS Lawyers). This is the legal practice arm of his ecosystem, providing tax, business, estate, and asset protection consultations. The firm has established 25,000+ LLCs and corporations and planned 6,000+ estates.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
Mark, Kohler Attorney competitors and assessment
Company assessmentDirect peers
- Rocket Lawyer: Online legal services platform providing business formation, registered agent, and document services to SMBs and individuals; competes directly with KKOS Lawyers and Main Street Business Services.
- Equity Trust Company: Major self-directed IRA custodian administering alternative-asset retirement accounts; competes directly with Directed IRA on self-directed IRA/401(k) services for real estate, private, and crypto holdings.
- LegalZoom: Direct online competitor offering business formation, registered agent, and legal services to small business owners and entrepreneurs nationwide, overlapping directly with KKOS Lawyers and Main Street Business Services.
- Padgett Business Services: Franchise network providing accounting, tax, payroll, and advisory services to small businesses, similar in serving Main Street SMBs with bundled professional services.
- IRA Financial Group: Self-directed IRA/401(k) administrator and LLC/checkbook control structure provider; competes with Directed IRA in the alternative-asset retirement niche.
- Anderson Business Advisors: Closely comparable tax, legal, and asset-protection advisory firm for entrepreneurs and real estate investors with an integrated 'Tax and Asset Protection' framework, offering education, events, and CPA/legal services.
Broad incumbents
- ADP: Large incumbent providing payroll, compliance, and SMB back-office services that overlap with Main Street Business Services' registered agent and compliance offerings for small businesses.
- H&R Block: Mass-market tax preparation and small business services company with national brand and digital tools; overlaps with Kohler's tax prep, advisory, and SMB content offerings as a much larger incumbent.
- Thomson Reuters (Tax & Accounting): Provides tax, legal, and compliance software, research, and professional education (e.g., Checkpoint, UltraTax, Onvio); competes as an incumbent provider of professional-grade tax content and certification adjacent to Main Street Professionals.
- Intuit (QuickBooks / ProConnect): Owns QuickBooks and ProConnect, providing accounting, tax, payroll, and advisory software to SMBs and tax professionals; competes with Main Street Professionals' certification ecosystem and Kohler's broader SMB stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Mark, Kohler Attorney social profiles
Digital presenceMark, Kohler Attorney financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mark, Kohler Attorney leadership team
Management profileNumber of profiles
Profiles2 records
Mark, Kohler Attorney subsidiaries and ownership
Company hierarchySubsidiaries5 records
Mark, Kohler Attorney funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mark, Kohler Attorney M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mark, Kohler Attorney
What does Mark, Kohler Attorney do?
KKOS Lawyers delivers legal and tax planning, consultation, and formation services to small business owners, entrepreneurs, real estate investors, and crypto investors. The broader Mark Kohler ecosystem bundles these legal services with self-directed retirement accounts (Directed IRA), business compliance and registered agent services (Main Street Business Services), and professional education/certification programs (Business Owner HQ membership, Tax Advisor Certification, Enterprise Certification).
Is Mark, Kohler Attorney a public or private company?
Mark, Kohler Attorney is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mark, Kohler Attorney founded?
Mark, Kohler Attorney was founded in 2003. It employs 11 to 50 people.
Where is Mark, Kohler Attorney based?
Mark, Kohler Attorney is headquartered in Phoenix, United States, in the North America region.
How does Mark, Kohler Attorney make money?
Five revenue lines are on record. KKOS Lawyers — Legal & Tax Consultations are the primary driver. The others are directed IRA — Self-Directed Retirement Account Services, main Street Business Services — Registered Agent & Compliance, main Street Professionals — Education & Certification and books & Publications.
Who are Mark, Kohler Attorney's main competitors?
Direct peers on record are Rocket Lawyer, Equity Trust Company, LegalZoom, Padgett Business Services, IRA Financial Group and Anderson Business Advisors. Broad incumbents are ADP, H&R Block, Thomson Reuters (Tax & Accounting) and Intuit (QuickBooks / ProConnect).
Does Mark, Kohler Attorney have an API?
No public API is recorded for Mark, Kohler Attorney.
What industry is Mark, Kohler Attorney in?
Mark, Kohler Attorney's product category is Tax and Legal Advisory Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 541110 and its SIC code is 8111.