At Wright CPA's, we focus on taxes, bookkeeping, financial planning, strategic planning, and tax optimization. But good financial decisions often involve other pieces, like legal structure, estate planning, and organizing the information your family would need in an emergency.
That's why we've built relationships with businesses that do their work well. If you need a service outside our scope, these are the first names we'll suggest.
OUR RECOMMENDED PARTNERS
KKOS Lawyers
Legal services for business owners, investors, and families.
KKOS lawyers focuses on business planning, estate planning, and self-directed retirement planning. The firm works with entrepreneurs and small business owners and has offices and Arizona, Utah, and Idaho. It serves clients nationwide.
Consider KKOS Lawyers if you need help with:
- Setting up an LLC, S-Corp, or other business entity
- Estate planning, including wills and trusts
- Asset protection
- Self-directed retirement account planning
Nokbox
Organize your important documents for the people who will need them.
Nokbox is an organizing system that keeps your important information in one place, and it tells your next of kin what to find and where to look. The kit includes 15 color-coded categories, 67 labeled folders, and instruction sheets for both you and your family. It comes in several versions, includes a fireproof box, a linen box, and a "Lite" kit you can use with your own folders.
Consider Nokbox if you want to:
- Gather wills, insurance policies, account information, and legal documents in one place
- Make things esier for your family if something happens to you
- Finally get organized before an estate planning meeting
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