About Us
Experience Matters
The principals at ATB possess a deep understanding of the tax and accounting industry. As practicing Enrolled Agents with more than 60+ years of combined experience, we have successfully owned, operated, grown, and sold our own tax consultancy firm, which served approximately 1,000 clients per year.
Today, we use that firsthand experience to help accounting and tax practice owners successfully plan for transition, whether they are preparing for retirement, exploring a future sale, or simply beginning to understand their options. We believe our background gives us one of the most in-depth, practical perspectives in the tax and accounting practice brokerage industry.
Because we understand the details and daily operations of a tax or accounting practice, we are able to quickly evaluate each firm’s unique strengths, clearly communicate those details to qualified buyers, and help both parties move through the process with confidence.
We actively engage with buyers and sellers year-round at conferences and industry events across the state, allowing us to stay closely connected to market trends, buyer demand, and seller needs. Our goal is to create smooth, confidential transitions that protect client relationships, preserve firm value, and support the long-term success of both buyers and sellers.
Over the past 16 years, the team at Accounting & Tax Brokerage has completed hundreds of successful buy-and-sell transactions, helping sellers retire with confidence and buyers pursue growth with clarity and excitement.
Lynn DeSanti
Enrolled Agent, Broker, Co-Founder & Chief 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, Agent, Co-Founder & Chief Operating Officer
Steve Van Voorhis is an Enrolled Agent and Licensed Real Estate Agent with over 25 years of experience in private practice and tax office management. As a Founding Principal and Chief Operating Officer at Accounting & Tax Brokerage (ATB), Steve specializes in facilitating the sale and acquisition of California accounting firms, ensuring seamless transactions that meet the unique needs of both buyers and sellers.
Steve’s extensive background in practice management allows him to engage in meaningful discussions about operational challenges and opportunities. His client-focused approach ensures that every buyer and seller receive equal consideration and respect, recognizing that each practice is unique and that successful transitions require the right fit.
A well-respected figure in the accounting brokerage industry, Steve is frequently on the road exhibiting at trade shows across the western United States. Through these events, ATB provides valuable, no-cost insights on practice sales and acquisitions to thousands of professionals each year. His dedication to industry education, strategic matchmaking, and client success has solidified his reputation as a trusted advisor in the field.
Steve can be reached at (855) 428-2225 or via email at Steve@atbcal.com for inquiries regarding the buying or selling process.
CA DRE #02007938.
Bryce Schafer
Transaction Coordinator
Bryce Schafer, EA is a Transaction Coordinator at Accounting and Tax Brokerage (ATB, Inc.), where he has been an integral part of the team for over five years. As an Enrolled Agent and licensed real estate professional, he offers a unique, well-rounded perspective that helps ensure each transaction aligns the right buyers with the right sellers.
A natural people person, Bryce excels at building strong relationships and making buyers and sellers feel comfortable and confident throughout the process. Often serving as the first point of contact, he guides buyers and sellers through the initial steps with clarity, responsiveness, and strong attention to detail while creating a smooth and well-organized process.
Outside of work, Bryce enjoys snowboarding, camping, and exploring the outdoors, bringing the same energy, curiosity, and enthusiasm to his personal life that he brings to his role every day.
CA DRE#02388533
Kelli Van Voorhis
Contract Assistant & Office Manager
Kelli Van Voorhis is a licensed Real Estate Agent and responsible for keeping our office running smoothly. She is equally responsible for keeping our sales timelines along with ensuring all contracts & disclosures are prepared and 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.
CA DRE#02372489
Alysa Clark
Transaction Coordinator
Alysa Clark is likely the first person you’ll hear when you call our office. She coordinates meetings between Sellers and potential Buyers, helping ensure communication flows smoothly from the start. You’ll benefit from her expertise again toward the end of your transaction, as she assists Steve with your closing documents and escrow scheduling. Outside the office, Alysa enjoys tending to her plants and planning her next trip to Disneyland with her family.