Mark, Kohler Attorney

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

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

• Tax advisory services
• Legal consultation services
• Self-directed retirement accounts
• Small business compliance
• Tax professional certification

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Go-to-market motion3 records

Distribution channels6 records

Marketing channels10 records

Core 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

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Mat Sorensen (Directed IRA CEO)coreStrategic or Co-development PartnerMat 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. LuebkeminorStrategic or Co-development PartnerRandall 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)coreOthersMark 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

Direct 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

• YouTubeyoutube.com/c/markjkohler
• LinkedInlinkedin.com/company/mark-j-kohler-company

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries5 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 Mark, Kohler Attorney