I'm fairly well-versed in the areas of asset protection, having been a client of many attorneys and accountants over the years and have my own way of doing business using various entities, but still need assistance and advice as circumstances change over time. I've read many of the reviews, but the majority of them are years old. .

What I've been doing:

For last several years - operating using a combination of LLCs, C-Corps, land trusts.

Control everything, own nothing - keep myself off all public records.

Keeping business income completely separate from any personal income (LLCs are all owned by C-corp).

What I need moving forward:

- Attorney & CPA experienced in R.E. investment

- Virtual (i.e. Skype) or phone consulting

- year end tax minimization strategies for existing entities

- SBA disaster loans (EIDL, PPP) advice specific to my needs

- existing multiple entity review, consulting, cleanup & re-evaluation

- document review

- corporate tax return assistance & filing

What I don't need:

Entity formation (I use my own sources)

Bookkeeping, misc. services

What I've gleaned from initial free consultations:

KKOS/MARK KOHLER:

PROS:

- past reviews seems to be altogether positive

- I would likely be working with one of their partners, not Kohler himself (he charges $600.hr)

- initial consultation fee applied to work

- hourly rate off $350 - no membership programs but they do have specials like the entity cleanup

CONS:

- separate tax/accounting firm from the legal side

- have no idea how many hours I might rack up

- no experience with KKOS to date.

ANDERSON ADVISORS:

- Anderson's Tax Advantage Program: $2995 (in addition to the Platinum membership ($2995)

- tax advisor assesses current business & tax situation

- advance tax planning & prep

- audit protection

- living trust ($2,500)

- Platinum Membership Enrollment Fee Waived + $35 a month

- Business Continuity Program

- Advanced Strategy Analyzer- Structure Implementation Workshop

- Unlimited Attorney Consultations

- Unlimited Questions with Tax Team (Tax Attorney, CPA, etc.)

- Online Retirement Coach

- Risk-Free Wealth Analysis

I had been a tax client of Anderson in prior years, but never signed up for any of their client programs.

PROS:

- I particularly like the fact they combine their legal and tax teams to figure out the right strategy customized to your situation and goals all under one roof - but that comes at a premium.

- no hourly billing

- attorneys licensed in NV where I operate

- Platinum membership provides unlimited consultations, emails from their legal team as opposed to billable hours

- in-house access with a Sr. Advisor to bring it all together

CONS:

- Reputation for upselling more unneeded programs even with Platinum membership

- if their push is in selling entities and structures and more programs, then they are not for me

- need more of an a la carte service where I can use them when I need them, whereas with KKOS or any other attorney/CPA firms, it's billable hours.

Would appreciate any and all input to help navigating toward my decision.

3 Votes