The Principals here at ATB understand the tax & accounting business. We are practicing Enrolled Agents with over 30 years of experience owning and operating tax firms. Because of this 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 on to interested buyers. ATB is a family-owned Tax & Accounting business brokerage firm located in San Diego County that operates throughout the United States. Our recent sales include CA, OR, WA, AZ, HI, and NV.

 

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Lynn DeSanti, EA CEO

Lynn DeSanti, E.A. is a principal in Accounting & Tax Brokerage and DeSanti & Associates, Inc. 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 client’s 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 & hospitals with mergers & acquisitions. She also consulted with physicians & hospitals in contract negotiations, financial consulting, and tax planning/preparation. Lynn currently operates a tax & consulting practice in North San Diego County along with her son & partner, who is also an EA. Her practice currently prepares approximately 850 returns per year, provides bookkeeping services, limited payroll services, representation, and tax consultancy services. Lynn enjoys audit representation and has several local attorneys who refer troubled clients in need of her experience. 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 t. 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 BRE #01921160

 

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Steve Van Voorhis, EA CFO

Steve Van Voorhis, E.A. is a principal in Accounting & Tax Brokerage and DeSanti & Associates, Inc. Steve is an Enrolled Agent with over 15 years of private practice and tax office management experience.  You will frequently see Steve 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. Please see our events in the website footer for our upcoming trade shows or seminars. You can reach Steve at (855) 428-2225, or via email, if you have any questions about the buying or selling process. Steve is a California Licensed Real Estate Agent. CA BRE  #02007938.

 

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Suzanne Munger, Sales Agent

Suzanne Munger has been a licensed real estate agent for over 10 years. Suzanne spent most of her career in the banking industry and is a wealth of knowledge when it comes to lending programs. CA BRE #01751210

 

 

 

 

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Kelli Van Voorhis, Design & Marketing

Kelli Van Voorhis is responsible for our design and marketing materials. 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.