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13 Jan, 2016 by Kirsten
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.
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30 Jul, 2015 by Garnett sailor and beth sailor
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!
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23 Jul, 2015 by Christion
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!
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17 Jul, 2015 by Kimberly
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.
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16 Jul, 2015 by Craig
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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30 Jan, 2012 by Anthony pyles
Mr David Morrison was appointed to me by the Xenia municipal courts to defend me on a theft case.Dave kept me well informed about my case and went through all of the evidence thoroughly.When all was said and done,i was able to get only 3 days in jail and with my past record,that is a blessing,Mr. Morrison and his brother now have a law firm,"GIVE EM A CALL, TOP NOTCH SERVICE ,AFFORDABLE RATES. TONY PYLES
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27 Dec, 2014 by Lori
My husband and I did our wills with Bethany and we were very pleased with the service. Bethany took the time to walk us through each document and was very patient and answered any questions that we had in a way that was very easy for us to understand. She was flexible, responsive, and kept on top of us to ensure we were completing the documents timely. She is also very affordable. I would definitely work with Bethany again.
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22 Sep, 2014 by Wade f. waldrip, attorney at law
As a professional peer of Ms. Jacobs, I know her to be an experienced, conscientious, and diligent attorney. Ms. Jacobs boasts extensive commercial law experience, a practice area in which she possesses particular expertise. I am pleased to endorse her without hesitation.
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19 Sep, 2014 by Anonymous
mrs. Jacobs was my attorney for several corporation formations, small legal issues, and estate planning. From my will and trust, to a simple demand letter, to representing my small business corporation she was there when I had questions, fought for me when I needed it, and provided the legal guidance using everyday language without sounding too legalese. Her rates are reasonable (her estate planning isn't much more than the do it yourself stuff available) and she always made me feel like an important client. Highly recommended.
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03 Oct, 2024 by Trey miles
I can't thank this law team enough for their outstanding support, especially Clifford Frisbie. From start to finish, he was professional, responsive, and truly dedicated to my case. His expertise made all the difference, and I felt confident every step of the way. Highly recommend!
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30 Sep, 2024 by Jeremy lamb
Very professional and helpful. Alway willing to take the time to answer questions and provide comprehensive answers.
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25 Sep, 2024 by Marc murray
Cliff and Jordan really came thru for me! Kept me aware of every step of the process. Was offered X amount, but I turned that down. Cliff got me 4x the amount from the first offer! Great people and Kelly Law is someone I would refer! Outstanding job!!
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