Kyler, Kohler, Ostermiller, & Sorensen, LLP is a nationally recognized law firm specializing in strategic tax and legal planning for entrepreneurs, real estate investors, crypto investors, and self-directed retirement account holders. The firm stands out for its integrated “Trifecta” approach, which organizes the three major areas of an entrepreneur’s financial world—business, assets, and estate—into a cohesive, actionable plan.
The firm’s attorneys bring deep expertise in entity structuring, tax optimization, and asset protection, offering tailored consultations and implementation plans. They focus on serving small business owners, investors, and entrepreneurs seeking to maximize efficiency, minimize liability, and secure their financial legacies. With offices in Arizona, Utah, and Idaho, they assist clients across the United States.
Services Offered
- Estate planning attorney services
- Wills & Trusts
- Comprehensive Estate Plan
- Trust or Will Amendment
- Charitable Remainder Trust (CRT)
- Domestic Asset Protection
- Deed/Property Transfers
- Business Entity Formation
- Comprehensive Entity Setup
- LLC Formation
- S-Corp Formation
- IRA/LLC Setup
- Solo 401(k) Setup
- Entity Clean-Ups
- Partnership Review & Clean Up
- Company Compliance
- Registered Agent Services
- Mail Forwarding
- Business Acquisitions
- Company Dissolutions
- Company Ownership Transfers
- Trademark Protection
- Tax Planning Consultations
- Comprehensive Tax & Business Consultation
- Specialty Tax Services
- 990-T Returns
- 5500-EZ Returns
- Self-Directed Retirement Account Formation
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The firm supports clients nationwide from its offices in Arizona, Utah, and Idaho, and offers extensive educational resources through blogs, webinars, podcasts, and summits to keep clients informed on evolving tax and legal strategies.
