Mat Sorensen - Attorney, Author, SDIRA Expert

- 3033 N Central Ave STE 400, Phoenix, AZ 85012

Mat Sorensen is a name that resonates with many in the Arizona legal and financial communities. As an attorney, author, and recognized expert on Self-Directed IRAs (SDIRAs), he offers a specialized suite of legal services designed to assist individuals and businesses with complex retirement and tax-related matters. For those located in and around the Phoenix area, finding a legal professional who not only understands the intricacies of these niche fields but also provides clear, actionable advice can be a game-changer. Mat Sorensen's practice is a prime example of this, focusing on providing expert guidance to help clients navigate their financial and legal landscapes effectively.

His reputation is built on a foundation of deep knowledge and a commitment to helping clients achieve their financial goals while staying compliant with the law. Whether you are an experienced investor looking to set up a new entity or someone just starting to explore retirement plan options, having a trusted expert by your side is invaluable. Mat Sorensen's approach is both professional and friendly, ensuring that every client feels comfortable and well-informed throughout the legal process. This article will provide a comprehensive overview of his practice, detailing the services offered, his unique expertise, and why he stands out as a top choice for legal assistance in Arizona.

The legal world, particularly in areas like tax and retirement planning, can be complex and intimidating. Mat Sorensen and his team work to demystify these topics, providing tailored solutions that address the specific needs of each client. His expertise extends beyond simple legal advice; he is an educator, empowering his clients with the knowledge they need to make sound decisions. This commitment to client education is a key differentiator, and it is a major reason why many in Arizona turn to him for their legal and financial planning needs. From setting up a Single-Member IRA/LLC to handling tax returns, his office is equipped to handle a variety of challenges.

Understanding the full scope of his services and professional background is essential for anyone considering legal counsel. This article aims to be a valuable resource for local Arizonans, providing all the necessary details to help you make an informed decision. We will delve into the specifics of his offerings, his unique features, and the convenient location of his office in Phoenix. For those seeking specialized legal advice in retirement and tax law, Mat Sorensen’s practice offers a compelling solution, combining deep expertise with a client-focused approach.

The office of Mat Sorensen is conveniently located in the heart of Phoenix, Arizona, at 3033 N Central Ave STE 400, Phoenix, AZ 85012, USA. This central location makes it easily accessible for clients from across the greater Phoenix metropolitan area and beyond. Situated in a professional building, the office offers a welcoming environment for consultations and meetings. The central address provides proximity to major roadways, ensuring a smooth commute whether you are traveling from downtown Phoenix, Scottsdale, Tempe, or other surrounding communities. The location is well-served by public transportation options as well, making it accessible even without a car. For those who prefer to drive, the area has multiple parking options.

Accessibility is a key feature of this location, with several amenities designed to accommodate all clients. The building features a wheelchair accessible entrance, making it easy for individuals with mobility challenges to navigate. Additionally, there is a wheelchair accessible parking lot, providing a seamless transition from vehicle to office. Inside, a wheelchair accessible restroom is available, ensuring comfort and convenience for all visitors. These accessibility features demonstrate a commitment to serving the entire community, ensuring that everyone who needs legal assistance can access it without barriers. The building's professional amenities, including clean and well-maintained restrooms, contribute to a positive and comfortable experience for every client.

Mat Sorensen's office operates with a focus on client convenience and professionalism. Appointments are recommended to ensure that you receive the dedicated time and attention you deserve. This allows for a structured and productive consultation where you can discuss your specific legal needs in detail. The practice also offers online appointments, providing flexibility for clients who may prefer to meet remotely or who are located outside the immediate Phoenix area. This blend of in-person and digital service options highlights a modern approach to legal practice, prioritizing client needs and convenience.

Mat Sorensen’s legal practice offers a specialized range of services tailored to meet the unique needs of clients in the areas of retirement, tax, and business law. His expertise as a tax attorney and SDIRA expert allows him to provide highly specific and effective counsel. The primary types of legal services offered include:

• Attorney Services: Comprehensive legal representation and advice for various matters, particularly those related to retirement planning and tax law.

• Legal Consultation ($500.00): A professional one-on-one session to discuss your specific legal questions and concerns. This service provides an opportunity to receive expert advice on complex issues before committing to a full legal engagement.

• Single-Member IRA/LLC Entity Set-Up ($800.00): A specialized service for individuals looking to establish a Single-Member LLC to be held by their IRA. This popular strategy allows for greater control and flexibility over investment decisions within a retirement account. Mat Sorensen's expertise ensures the entity is set up correctly and in full compliance with IRS regulations.

• 990-T Tax Return ($750.00): Expert preparation and filing of the IRS Form 990-T, which is required for tax-exempt organizations and IRAs that have generated unrelated business income (UBI). This is a crucial service for clients with self-directed investments that have incurred UBI, ensuring proper tax reporting and compliance.

• Retirement Plans: Comprehensive legal assistance regarding the structure, management, and compliance of various retirement plans, with a strong focus on self-directed options.

• Legal Services: General legal support for a range of related issues, including business law and entity formation beyond the IRA/LLC structure.

The services are priced transparently, giving clients a clear understanding of the costs involved. This focus on specialized, high-demand services makes Mat Sorensen a go-to resource for anyone in Arizona navigating the complexities of their retirement investments and tax obligations.

There are several key features and highlights that set Mat Sorensen's practice apart and make him a preferred choice for legal services in Arizona. These features underscore his commitment to expertise, professionalism, and client care.

• Author and SDIRA Expert: Mat Sorensen is not just a practicing attorney; he is also a respected author on the topic of self-directed IRAs. His in-depth knowledge and published works solidify his position as a leading authority in this niche field, giving clients confidence in his expertise.

• Specialized Focus: Unlike general practice law firms, Mat Sorensen specializes in specific areas of law, namely tax and self-directed retirement plans. This specialization ensures that clients receive highly focused and knowledgeable advice that is directly relevant to their needs.

• Online Appointments: The option for online appointments provides exceptional flexibility and convenience. This feature is particularly beneficial for clients who have busy schedules or who are not able to travel to the Phoenix office, allowing for consultations from the comfort of their home or office.

• Accessibility: The physical office is designed to be fully accessible, with a wheelchair accessible entrance, parking lot, and restroom. This inclusive approach ensures that the practice can serve a broad range of clients without any physical barriers.

• Professional Reputation: As an attorney and author, Mat Sorensen has built a strong professional reputation based on his expertise, ethical practice, and positive client outcomes. His work is well-regarded within the legal and financial communities.

For those in Arizona seeking legal guidance on retirement and tax matters, choosing Mat Sorensen offers a number of distinct advantages. His practice provides a rare combination of specialized expertise, client-focused service, and professional integrity.

One of the most compelling reasons to choose Mat Sorensen is his deep and specialized knowledge. The world of self-directed IRAs and tax law is complex, with many potential pitfalls for the uninformed. As an author and established expert, Mat Sorensen provides a level of insight that is difficult to find elsewhere. He doesn't just offer legal advice; he educates his clients, helping them understand the 'why' behind the legal strategies. This empowers them to make smarter decisions about their retirement assets and financial future. His specific focus on services like the IRA/LLC entity setup and 990-T tax returns demonstrates a commitment to serving a highly specific and underserved legal need.

The transparent and structured pricing for services like the legal consultation and entity setup is another significant benefit. Clients know exactly what to expect, which builds trust and eliminates financial surprises. This approach contrasts with more traditional billing methods and makes legal assistance more predictable and manageable. The availability of online appointments further enhances the client experience, offering a modern and convenient way to access expert legal counsel without the constraints of location or a tight schedule.

Finally, the professionalism and accessibility of the practice create a welcoming and supportive environment. From the well-appointed office in Phoenix to the commitment to accessibility, every aspect of the practice is designed with the client in mind. For anyone in Arizona navigating the intricacies of retirement and tax law, Mat Sorensen provides a reliable, expert, and client-friendly solution that can help secure your financial future.

For more information or to schedule an appointment, you can contact Mat Sorensen's office directly.

Address: 3033 N Central Ave STE 400, Phoenix, AZ 85012, USA

Phone: (602) 761-9798

Mat Sorensen - Attorney, Author, SDIRA Expert

3033 N Central Ave STE 400, Phoenix, AZ 85012, USA