About Us

The principals at ATB possess a deep understanding of the tax and accounting industry. As practicing Enrolled Agents with over 50 years of experience, we have successfully owned and operated a tax consultancy firm serving approximately 1,000 clients a year. 

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, based in North San Diego County, operates extensively throughout California. We actively engage with buyers and sellers year-round at various conferences and events across the state. Our recent transactions include firms from California, Oregon, Washington, Arizona, Hawaii, and Nevada, can be viewed here.

Lynn DeSanti

Enrolled Agent, Corporate Executive Officer

A photo of Lynn DeSanti, the CEO of of Accounting & Tax Brokerage.
Lynn DeSanti, EA CEO

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

A photo of Steve Van Voorhis at Accounting & Tax Brokerage
Steve Van Voorhis, EA CFO

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

A photo of Kelli Van Voorhis, head of design and marketing at Accounting & Tax Brokerage.
Kelli Van Voorhis, Design & Marketing

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.

Alysa Clark

New Title

An image of Suzanne Munger in grey and white


is our new amazing team member.




Alysa Clark