About Us
The Principals here at ATB understand the tax & accounting business.
We are practicing Enrolled Agents with over 50 years of experience owning and operating tax firms.
Experience Matters
We are the practice Broker with the most in-depth tax & accounting industry experience. Our thorough understanding of practice details and operations enables us to easily understand your practice and effectively pass that information onto interested buyers.
The team at Accounting & Tax Brokerage has over 50 years of industry experience and has helped complete hundreds of successful buy-and-sell transactions.
ATB is a family-owned Tax & Accounting business brokerage firm located in San Diego County that operates throughout California. Our recent sales can be seen here, which include firms in CA, OR, WA, AZ, HI, and NV.
Lynn DeSanti
Enrolled Agent, Corporate Executive Officer
Lynn DeSanti, E.A. is a Broker and Principal in Accounting & Tax Brokerage. Lynn has been in private practice since 1982 and an Enrolled Agent since 1985.
She began her career as an outside consultant with Price Waterhouse and was utilized to train clients in proper bookkeeping techniques. In addition, Lynn was the Corporate Controller for a title insurance company before starting her own practice.
In the early to mid-years of her practice she focused on the healthcare sector, assisting medical groups and hospitals with mergers and acquisitions.
She also consulted with physicians and hospitals in contract negotiations, financial consulting, and tax planning/preparation.
Lynn operated a tax & consulting practice in North San Diego County with her son & business partner, who is also an Enrolled Agent. They recently retired from tax preparation and sold their practice. Prior to the sale, they prepared approximately 850 returns per year, provided bookkeeping services, after the fact payroll, tax audit representation and tax consultancy services.
Her experience in M&A, the tax industry, and understanding of the delicate accountant/client relationship is why she & her partner founded a brokerage firm specializing in the sale of accounting & tax practices.
You will see Lynn occasionally exhibiting at industry trade shows or providing CE seminars on business sales with multiple examples tailored to selling your practice.
Lynn is a California Licensed Real Estate Broker.
CA DRE #01921160
Steve Van Voorhis
Enrolled Agent, Corporate Financial Officer
Steve Van Voorhis, E.A. is a Licensed Real Estate Agent and Principal in Accounting & Tax Brokerage. Steve is an Enrolled Agent with over 20 years of private practice and tax office management experience. You will frequently see him on the road exhibiting at trade shows throughout the western US where we provide free information on practice sales and acquisitions to thousands of inquisitive minds every year. You can reach Steve at (855) 428-2225, or via email, if you have any questions about the buying or selling process.
CA DRE #02007938.
Bryce Schafer
Transaction Coordinator
Bryce Schafer
Kelli Van Voorhis
Office Manager
Kelli Van Voorhis is responsible for our keeping our office running smoothly. She is equally responsible for keeping our sales timelines along with ensuring all contracts & disclosures are completed. Kelli can also be found exhibiting at our trade shows and is the one responsible for the fun, yet useful, promo items we have every year. In her free time, Kelli enjoys going to Disneyland and camping.