Expert Tax Consulting Services

You and Linda will work with several different lawyers with several different specialties.  Linda will be on the phone with you and each of the different lawyers.  Linda will be the common denominator with support of IBC INC staff in keeping track of all your progress in an organized format of past, current, future.  

Listed below is a comprehensive list of the different types of legal services and pricing we will get from different specialized KKOS lawyers.  

• Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
• Consult with Attorney up to 1.5 Hour regarding business entity structuring and entity tax issues (new or existing).
• Includes a new single-member entity set-up or clean-up or amendments to an existing entity.

$1,595 plus state filing fees (if applicable)

• Trifecta diagram (business, assets, estate, tax) with recommendations and action items.
• Consult with Tax Attorney up to 2 hours on tax strategy and application of our 20-point tax planning checklist.
• Review of prior-year tax return and recommendations on specific tax and legal strategies.

$1,595

• LLC Set-Up with state and all required docs.
• Consult with an Attorney up to 1 hour on legal and tax and questions for the new entity.
• We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,195 plus state filing fees

• S-Corp Set-Up with state and all required docs. File s-election with IRS.
• Consult with Attorney up to 1 Hour on legal and tax and questions for the new entity.
• We file all docs with state, obtain IRS EIN, and complete operating bylaws, minutes, and corporate book.

$1,195 plus state filing fees

• Revocable Living Trust and Will planning your estate and avoiding probate.
• Trifecta diagram and consult with Attorney up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.
• Includes trust, wills, powers of attorney finances and health care, advance directive/living wills, and other ancillary docs.

$2,495 

• Revocable Living Trust and Will planning for your estate and avoiding probate.
• Consult with an Attorney up to 1.5 Hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones.
• Includes, trust, wills, powers of attorney finances and health care, advance directive/living will and other ancillary docs.

$1,895 

• Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
• Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
• Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC. We file with state, obtain EIN, and prepare company minutes and corporate book.

$1,195 for single member, $1,495 for
multi-member, plus state filing fees

• Set up Solo 401(k) using our law firm’s IRS pre-approved solo 401(k) docs tailored to your company.
• Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
• Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

$995 with attorney support.

• LLC Set-Up with state and all required docs.
• Consult with Attorney up to 1 hour on legal and tax and questions for the new entity.
• We file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,195 plus state filing fees

• Trifecta diagram (business, assets, estate) with recommendation and actions items.
• Consult with Attorney up to 1.5 Hour regarding business entity structuring and entity tax questions (new or existing).
• Includes new entity set-up or clean-up or amendments to an existing entity.

$1,595 plus state filing fees

• S-Corp Set-Up with state and all required docs.
• Consult with Attorney up to 1 hour on legal and tax and questions for the new entity.
• We file all docs with state, obtain IRS EIN, and complete operating bylaws, minutes, and corporate book.

$1,195 plus state filing fees

• LLC Entity Set-Up with state and all required docs. Includes additional consideration and drafting of partnership provisions into the LLC operating agreement (partnership terms) beyond standard LLC set-up.
• Consult with Attorney up to 1.5 hour on legal and tax and questions for the new entity.
• We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,495 plus state filing fees

• Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
• Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
• Includes IRA LLC operating agreement and specific clauses IRA custodians require for an IRA or 401k to own an LLC.

$1,195 for a single member, $1,495 for
multi-member, plus state filing fees

• Set-up Series LLC with state and file parent and establish up to 10 sub-series LLCs.
• Consult with Attorney up to 1 Hour on Series LLC and tax and legal questions regarding the Series LLC.
• Includes series LLC articles and operating agreement as well as exhibit template to adopt new sub-series LLCs as needed.

$1,395, plus state filing fees

• Attorney review of existing entity docs and recommended changes and additions.
• Consult with Attorney up to 30 minutes on entity and recommend changes and additions.
• Draft changes and complete any missing documents (operating agreement, minutes, etc.)

$895 plus state filing fees (if applicable)

• Non-profit corporation articles filing with state and specific non-profit bylaws and minutes drafted for the charitable purpose.
• Consult with Attorney up to 2 hours on tax and legal questions regarding the non-profit.
• Prepare and file Application for Exemption (IRS Form 1023) with IRS. Obtain EIN, prepare bylaws, minutes, and createa corporate book.

$5,000 plus state filing fees

• Draft and file offshore entity (Nevis).
• Consult with Attorney up to 1 hour on legal and tax and questions related to the offshore entity (seek out foreign legal counsel for foreign law).
• Attorney will advise on U.S. tax compliance and filing requirements for assets and cash in foreign country.

$2,995 plus state filing fees (if applicable)

• Register your LLC or Corp to do business or own real estate in another state.
• Attorney Time billed hourly (not included).

$295 plus state filing fees

• Dissolve Corp or LLC with the state and file dissolution.
• Attorney Time billed hourly (not included).

$195 plus state filing fees

• Domestication is a process to move an entity from being organized in one state to another state
• Attorney time billed hourly (not Included)
• Includes domestication of entity from existing state into the new state. Amended operating agreement/bylaws, and minutes. Including converting out or dissolution in the old state.

$795 plus state filing fees

• File name of doing business as with state (or county, as applicable per state).
• Attorney Time billed hourly (not included)
• DBA owner can be individual or an entity.

$200 plus state filing fees (if applicable)

• Amend your entity with the state which would include changing the entity name, management structure or updating manager information.
• Attorney Time billed hourly (not included).
• This is a specific document that is sometimes done with an Amended and Restated Operating Agreement/Bylaws or a Membership Transfer (charged separately).
• Amendment does not include an Amended & Restated Operating Agreement (LLC) or Bylaws (Corp).

$250 plus state filing fees

• Draft membership transfer agreement to change and transfer ownership from one party to another (person, entity, trust).
• Attorney Time billed hourly (not included)
• * Fee varies depending on transfer type ($150 to trust, $250 standard, IRA owned $350). Transfers to trust discounted 50% when done within 3 months of KKOS estate plan.

$150-$350

• Search USPTO database for chosen trademark in chosen classification for conflicts and to determine the likelihood of registration.
• File trademark for business name, product, or slogan with USPTO for federal trademark protection.
• Consult with Attorney for 30 minutes on legal questions related to trademark.

$1,000 plus USPTO filing fee

• Prepare an Amended & Restated Operating Agreement (LLC) or Amended & Restated Bylaws (Corp) updating ownership, name, addresses and other company changes.
• Attorney Time billed hourly (not included).
• This is a specific document that is sometimes done with an Amendment or Membership Transfer (charged separately).
• Fee is $400 for an LLC or Corp. and is $800 for an IRA/LLC or Series LLC.

$400-$800

• Revocable Living Trust and Will planning your estate and avoiding probate.
• Consult with an Attorney up to 1.5 hours on your estate plan with recommendations to properly execute your plans for your estate and loved ones.
• Includes, trust, wills, powers of attorney finances and health care, advance directive/living will, and other ancillary docs.

$1,895 

• Revocable Living Trust and Will planning your estate and avoiding probate.
• Trifecta diagram and consult with Attorney up to 2 hours on your estate and trifecta plan with action items and recommendations to properly execute your plans for your estate and loved ones.
• Includes, trust, wills, powers of attorney finances and health care, advance directive/living will, and other ancillary docs.

$2,495 

• Amendment to trust or will to change trustee, executor, assets, distribution rules or beneficiary/heir.
• Attorney Time billed hourly (not included).

$250-$450 per document depending on how many items are being changed per amendment.

• Prepare Charitable Remainder Trust documents and advise on asset and tax benefits.
• Consult with Attorney up to 1 Hour on your appreciated asset tax status, charitable deduction and plans, and income stream from trust.
• Analysis and CRT structuring options for tax planning and minimization.

$8,000 plus 3rd party administrative fees for tax return and CRT admin.

• Establish domestic asset protection trust (DAPT) for protection of assets and estate planning.
• Consult with Attorney up to 1 Hour on tax and legal questions regarding the DAPT.

$1,995, plus $300 yearly trustee fee

• A document tailored to make ownership of NFA firearms easier, reduce the risk of criminal prosecution against a firearm owner, aid in estate planning, protect against certain government seizures of firearms, and reduce the impact of future firearms transfer laws.
• 1 Hour Attorney Consultation
• Includes gun trust documents, amendment template for adding/removing trustees, and an assignment of asset template.

$1,200

• Prepare deed for transfer to your Trust or LLC and record with the county.
• Prepare and file additional coversheets and transfer tax (including exemptions forms) forms where required by the state/county.
• We handle deed transfers in all states except, HI, IL, LA, ME, MD, NJ, NY, and VA.

$250-$400 (depending on state/county) plus recording and any applicable transfer taxes

• Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
• Consult with Tax Attorney up to 2 hours on tax strategy and application of our 20-point tax planning checklist.
• Review of prior-year tax return and recommendations on specific tax and legal strategies.

$1,595

• Prepare HRA (health reimbursement arrangement) document for company for tax savings on health care expenses.
• Consult with Attorney up to 30 minutes on HRA and how health care expenses can be reimbursed and written off.
• HRA is for business owners.

$600

• Prepare and file S-Election application to the IRS along with Rev Proc attachment where necessary for late applications.
• Attorney consult time billed hourly (not included).

$200

• LLC Entity Set-Up with state and all required docs for opportunity zone tax strategy.
• Consult with Attorney up to 1 hour on legal and tax and questions for opportunity zone treatment.
• We analyze best tax status, document terms, and file all docs with state, obtain IRS EIN, and complete operating agreement, minutes, and corporate book.

$1,200 plus state filing fees 

• Set-up of IRA owned LLC (or 401k/LLC) with all necessary IRA docs required by IRA custodians who allows for IRA/LLCs
• Consult with Attorney up to 1 Hour on IRA/LLC and self-directed questions regarding the planned use of the IRA/LLC.
• Includes IRA/LLC operating agreement and specific clauses IRA custodians require for an IRA or 401(k) to own an LLC.

$1,195 for single member, $1,495 for
multi-member, plus state filing fees

• Set up Solo 401(k) using our law firm’s IRS pre-approved solo 401(k) docs tailored to your company.
• Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
• Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

$995 with attorney support.

• Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solo(k).
• Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
• Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.

$995

• Set-up of 401k owned LLC (401k/LLC) with all necessary docs including retirement plan provisions.
• Consult with Attorney up to 1 Hour on 401k/LLC and self-directed questions regarding the planned use of the 401k/LLC.
• Includes 401k LLC operating agreement and specific clauses important for 401ks to own an LLC. Discounted $200 if done with Solo 401(k) plan set-up.

$1,195 for single member, $1,495 for
multi-member, plus state filing fees

• Complete Fair Market Valuation and provider letter report with support records from IRA owner for setting value on a Roth Conversion or in-kind distribution.
• Attorney Time billed hourly (not included)
• Includes report on value of asset. IRA owner must provide supporting documents (real estate appraisal, LLC bank statements, etc.)

$450 per asset valued

• Prepare and file IRS form 5500 with the IRS for solo 401(k) plans with over $250k in value (or when closed out even if under $250k).
• Attorney Time billed hourly (not included). If bookkeeping is needed, billed at accountant rates.

$250

• We track and make sure your annual renewal is filed with the state and pay your annual fees.
• Prepare annual shareholder, director, or member minutes.
• KKOS maintains a digital record of all company records and minutes.

$150/year per company 

• We serve as registered agent for your company and receive any legal notices served to your company. Keeps your personal address or business from having legal notices served at your home or place of work.
• Our team saves your company digital records and forwards legal notices or service of process when it is received.
• Our law firm address (CA, AZ, UT, ID) or our registered agent company address is used on the company filing as the registered agent address.

$125 annual per entity or foreign registration

• Use of KKOS Utah office address with the Secretary of State for up to (3) companies.
• Personal virtual mailbox for mail received.
• May be used as a mailing address with third-party entities where needed (e.g. bank, HOA, property management, IRS, etc.).

$200 a year 

DIVE INTO MORE DETAILED OVERVIEW FOR EACH OF THESE KKOS SERVICES

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