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10 Client Reviews

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Showing 1 - 5 of 6 reviews | Practice Area Knowledge

Posted by Kirsten | January 12, 2016 | Hired Attorney

IRA LLC Guru!

I first heard Mat Sorensen do an IRA LLC web presentation on Youtube for a custodian company. I like what he had to say and how he said it, he was very clear and sounded very well informed on the issue. I don’t know why I didn’t just call him right away to see if he would help me form my IRA LLC, ...maybe because he was not in my state?..Maybe because I thought he would be too busy? to expensive??? I don’t know what my problem was but I called 5 different lawyers all who didn’t seem like they had the same level of expertise Mat did. As my frustration grew so did my courage. I finally figured... what did I have to lose? Just call the guy I heard on Youtube! So I did. WOW! He knocked my socks off even more on the phone. He answered all my hard questions about forming an IRA LLC while living abroad and didn’t need to go on and on trying to impress me with his knowledge like some of the other lawyers. His friendly, clear, concise answers spoke for themselves. After I decided to go with Mat and KKOS I have been unbelievably happy with their level of service. The entire team is sweet, friendly, educated and helpful. They ALL seem like they know me when I call and always treat me with kindness and respect. Mat will even joke with me, a total stranger! He has a great sense of humor and not to busy for a quick reply to say thanks. He is humble, funny and generous. Not at all what I expected to be honest. :) The clarity of his instructions while setting up the IRA LLC was unparalleled. He would send me emails as to what he and his team would do and what I would need to do. Every time I came to a stumbling block I would call the team and instantly they would help me overcome the hurdle. Even when I reached out to Mat he helped me while not making me feel stupid for asking silly questions. Well, I could go on and on but I will not. Suffice it to say Mat and his team are GREAT and I would highly recommend them to anyone who needs to form an IRA LLC regardless of which state you live in.

Posted by Garnett Sailor and Beth Sailor | July 31, 2015

Investors--Not Just Advisors

Mat, Mark, and their team are our accountants and our lawyers. We like them because they are real estate investors just like us. So we know that they already know the "best thing to do." Four years and counting. Keep it up guys, and congratulations on the syndicated talk radio show!

Posted by Christion | July 26, 2015

Entity structuring for real estate investing.

I've used Matt's firm for years in structuring my entities for my real estate investing business. It's great to work with a firm that understands both tax and legal implications of entity structure and can help me maximize my protection and tax savings at the same time!

Posted by KimBerly | July 21, 2015

Company formations, Creation of Private Placement Offerings and Self Directed Retirement Pro

I've worked with Mat on numerous projects over the last 4 years with a mutual client. Mat excels in finding solutions for complex real estate related situations and is our go to attorney. He has formed several companies for us as well as assisted us in devising ways to sell shares of our companies ...so that we could raise capital to purchase assets. He's also taken us through the formation of a private placement offering and registering with the SEC to raise other sources of capital. Many of the investors we work with use funds from their self directed retirement accounts. Mat is our go to attorney for structuring our legal documents to satisfy the complex needs of self directed retirement accounts as well as being a liaison with the custodians to explain the nature of the investments and how they comply with regulations. One of the aspects I respect most about Mat is that despite his high demand and busy schedule, he always responds quickly to questions and he meets the schedules he's committed to. He is a consummate professional and an enjoyable person to work with.

Posted by Craig | July 18, 2015

Mat Sorensen - a highly recommended Attorney

Mat Sorensen is an extremely knowledgeable attorney who has provided valuable service to us for a number of years. He possesses a high level of expertise in law particularly as it pertains to our business and investments, is thorough, very responsive, and explains issues in clear and concise manner.... I would highly recommend Mat, his partners, and their staff to anyone seeking legal advice.

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