Mark J. Kohler

Expert Tax and Legal Advice you can Count on

Mark Kohler, CPA has positively impacted millions of Americans with his tax and financial advice.

As an educated and licensed CPA and Attorney Mark J. Kohler is committed to giving credible, actionable financial advice and guidance you can always rely on.

Throughout his career, he has completed over 10,000+ legal consultations with clients. Currently, he serves as a Senior Partner for the Kyler, Kohler, Ostermiller & Sorensen Law Firm (KKOS Lawyers).

Alongside his legal practice, he has built a large online following. His YouTube channel is robust, boasting over 580,000+ subscribers and 16 million downloads. He posts weekly tax and financial advice content, teaching millions of Americans how to manage their money and improve their financial lives. His work on YouTube has earned him the coveted Silver Play Button. His weekly podcasts, Mainstreet Business and Directed IRA, have over 2 million downloads to date. Both are produced with his incredible co-host, Mat Sorensen.

When it comes to saving for retirement, Mark J Kohler knows the importance of self-directing. In his courses, Mark teaches you what Wall Street doesn’t want you to know about managing your money. He currently serves on the Board of Directors and is the CFO at Directed IRA which boasts over 2 Billion in self-directed accounts.

As a real estate investor himself, he follows the mantra: “If you want to build real wealth, look to buy a rental property every year.” In the past 15 years, he has been invited to speak at many Broker, Agent, and Real Estate Investment Clubs. He recently hosted the Real Estate Tax Summit.

In addition to more traditional forms of investment, Mark J. Kohler understands the growing impact of digital assets. He owns cryptocurrency and hosted the first-ever Web3 tax planning workshop in the Metaverse, utilizing NFT technology for access. He continues leading the conversation through the Crypto Tax Summit—a gathering of experts, enthusiasts, and professionals dedicated to decrypting crypto taxes in a rapidly evolving landscape.

If you are looking for practical and affordable tax advice, look no further than the Mark Kohler Tax Advisor Network: An invaluable network of certified tax experts to guide and advise you on all your tax related questions.

Mark J. Kohler’s Publications

Mark J. Kohler has published 4 best-selling books, available on Amazon, Kindle, and Audible.

What Your CPA Isn’t Telling You: Life-Changing Tax Strategies. Teaches readers how to apply fundamental yet underutilized tax strategies for significant wealth gains, using 8 life-changing tax strategies.
The Tax and Legal Playbook, 2nd Edition. Game Changing Tax and Legal Strategies for Small Business Owners.
The Business Owners Guide to Financial Freedom: What Wall Street Isn’t Telling You. Packed with real strategies for business owners wanting to invest the profits from their businesses.
The 8-Steps to Start AND Grow Your Business. An interactive Workbook with 60+ videos, webinars, exercises, and templates to help clients build their business and take it to new heights.

Mark J. Kohler Reviews

Here’s what others have to say about working with Mark. J. Kohler.

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The information I was provided about opening a self-directed IRA and 401K was priceless. Anyone interested in going this route should contact his firm

Natalie G

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Mark J. Kohler is really brilliant. He knows all about RE taxes and RE investing. I love his tax and RE investing books, too

T.R

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I’m beginning the path to financial freedom and learning about taxes is important to me. The content of Mark’s book is the best I’ve seen for this purpose. I’d highly recommend his books and Mark’s services

Nalasha

Mark J. Kohler FAQ

Discover more about best-selling author and certified CPA attorney Mark J. Kohler

Who is Mark J. Kohler?

Mark. J Kohler is an author and certified CPA attorney. He offers financial and tax advice to millions of Americans, helping them to build their wealth. Alongside his law practice, he offers a Tax Advisor Certification Course and has cultivated an invaluable network of Certified Tax Advisors. He has established himself as a leading light amongst tax attorneys and financial advisors for his clients. He has been featured in Forbes, The Wall Street Journal, Fox, and NBC among other notable news outlets.

How did Mark get started in tax and law?

Mark’s journey is as relatable as it is inspiring. After high school, he started multiple janitorial businesses, worked while raising kids, and went on to earn his law and accounting degrees. Rather than chase a big corporate career, he chose to serve small business owners — people like his younger self — and built a career focused on helping everyday Americans achieve financial freedom. Today, Mark is the founder or partner in five successful businesses and lives out the same tax and legal strategies he teaches — proving that with the right plan, the American Dream is still alive and achievable.

Is Mark J. Kohler a CPA?

Mark. J Kohler is an author, lawyer and certified CPA attorney. He offers financial and tax advice to millions of Americans, helping them to build their wealth.

What makes Mark J. Kohler different from other financial experts?

Mark’s approach blends real-world business ownership, deep expertise in both tax and legal fields, and a passion for helping Main Street Americans. Unlike typical advisors focused on Wall Street or corporate clients, Mark focuses on entrepreneurs, side hustlers, and solo professionals — teaching them how to play the same tax-saving game as big corporations.

What is some good financial advice?

Mark J. Kohler is a real estate investor who lives by the mantra: “If you want to build real wealth, look to buy a rental property every year.”

Explore his blog for a wide array for financial and tax advice. From what small businesses can expect from their tax deductions in 2025, to the benefits of health savings account, Mark J. Kohler has valuable insights to help Americans like you build wealth.