Our wonderful customers are the reason we’re in business. Here are some of the great things they’ve said about us.

We’ll do everything we can to make sure you’re a satisfied customer, too!

“One of the best decisions I have made”

“I am simply amazed at what you did to package & frame my practice to find not only a buyer, but a terrific buyer. Thank you for recognizing what I had and then brokering a sale to get my retirement off to the most wonderful start. “

Mendocino, CA

“I must say that ATB’s process from beginning to end has been flawless for me. The efforts of every member of the team including Alysa, Bryce, Kelli and you have been nothing short of stellar. Such a nice group of folks.

 Please give my sincere thanks to the team for all their efforts for making this transaction a piece of cake.

 Cheers and HNY!”

Joel, CPA
Santa Clara, CA
“I have known and worked with Steve Van Voorhis for many years while I owned Spidell Publishing and always got good reviews from the people I referred to him. Recently, as a successor trustee for an EA friend who passed away, I got first-hand experience when he sold my friend’s tax practice. He is knowledgeable, responsive, and dedicated. He did a great job finding the right price and the right buyer and the business sold fairly quickly. I highly recommend Steve if you are selling your practice.”
Lynn, Retired EA
Orange County, CA


“Lynn and her dedicated team were amazing! ATB worked to understand our practice and our clients. Only qualified, serious buyers were submitted for consideration. We were fully informed and supported throughout the process. Not a hitch from signing the brokerage agreement to signing the sales agreement! Highly recommend engaging ATB.

Thank you ATB for brokering the sale!”

Newport Beach, CA
“Just know I’m looking back on the last year and the last tax season with a tremendous sense of gratitude for you and the connection you helped negotiate and navigate.”
San Diego, CA

“Accounting & Tax Brokerage did great work helping us sell our tax and accounting practice. Only 90 days passed from the time we first met Lynn when we signed the closing papers. We were amazed and very happy.

Lynn really understood us and our personalities and practice and sent us multiple qualified buyers – and only ones who she thought would be a good fit.

It didn’t matter that our business was located in another state; she and her staff knew our area and were very efficient in moving the process forward.

ATB staff answered all our questions and concerns and put us at ease with the process. This was a great accomplishment, given that our life’s work was on the line.

We enthusiastically recommend Accounting & Tax Brokerage.”

P & J
Portland, OR

“Sent us multiple qualified buyers”

“I started this as sort of a whim when I met Lynn at Super Seminar in Las Vegas in May.

**** and I had been thinking about this for a few years but thought that 2016 would be the year.  And then this all happened and I am thankful that it did.  Being able to “lock in” the value of the firm and continue to do the only thing I know how to do was one of the best decisions I have made; other than marrying ****!

**** and I are very happy with the results and we are looking forward to working with **** and transitioning our way out.  We are already looking at living elsewhere but we both know that will be years out because I need to stay here to take care of my clients (and maintain the value of the practice).

Thank you both for all that you did for this and the very professional way that everything was handled.  If you have any future prospects that are looking for a testimonial, just send them my way.

Take care!

San Jose, CA

“the absolute best by far”

“Thank you again for all of your help, out of all the brokers I’ve worked with you folks have been the absolute best by far.

Practice Buyer

“They helped me from A-Z. Without ATB, I would not have been able to sell my business for the price I wanted.

San Diego, CA