Accounting & Tax Brokerage

Accounting & Tax Brokerage is a California brokerage that handles the sale and purchase of tax and accounting practices. Its principals are Enrolled Agents who previously owned and sold their own tax consultancy, which served about 1,000 clients a year, so they focus on helping practice owners plan a transition, whether for retirement or a future sale. The firm works with CPA and EA buyers and sellers across the state.

The team says it handles transactions confidentially and keeps client relationships intact through the sale. Owners and buyers can reach the office by phone or email for a free valuation or a confidential consultation. Steve Van Voorhis handles inquiries about the buying and selling process. The firm also exhibits at trade shows and industry events throughout the year.