Phoenix, AZ Meeting: In-Person Only

I'm a tax attorney with a passion for helping small business owners and investors take control of their financial future through smart legal and tax strategies. Since joining KKOS Lawyers in 2014, I've formed over 1,000 entities and estate plans—everything from LLCs and S-corps to self-directed IRA LLCs and Solo 401(k)s. My "bread and butter" is helping clients build their legal trifecta: business, tax, and estate planning working in sync. I also have a niche in self-directed retirement account law. When I'm not working, I'm usually on the golf course, playing basketball, or spending time outside with my wife, our five kids, and our blind dog, Buddy.

I work closely with real estate investors to maximize tax benefits, protect their assets, and integrate their properties into a cohesive estate plan. I help small business owners take advantage of valuable deductions—from paying their kids to writing off travel—and ensure their businesses are properly structured and tied into their living trust. I also assist crypto investors with entity structuring and tax planning across various crypto activities, helping them stay compliant while optimizing their tax position.

If you're looking for proactive, practical strategies to grow and protect your wealth, schedule a consultation today. Let's build a plan that works for you now and in the future.

Licensing & Credentials

JD - Lawyer

Services Offered

Tax Specialties

Agriculture Cryptocurrency Small Business Influencers Manufacturing Medical or Dentistry Non-Profits Online Sales or Ecommerce Real Estate Transportation, Uber or Lyft