SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
San Bernardino County

This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal document preparation (73%), tax preparation (18%), and notary public services (9%).



Services Overview

The legal document preparation practice covers estate planning, real property transfers, business formations and dissolutions, family law matters, and immigration filings — a broad menu that drives consistent, recurring demand tied to life events and business activity. The tax division handles personal and business returns for S-Corps, LLCs, and sole proprietors, with a CTEC-registered client base that transfers with the sale. Notary services support both existing clients and walk-in traffic, rounding out a self-reinforcing service model with natural cross-sell opportunity across all three divisions.



Business Highlights

-25+ year operating history with established community presence and client loyalty
-Diversified revenue — not dependent on any single service line
-CTEC-registered tax client list included in sale
-No professional license required to operate (current owner holds a CPA designation, but the business model does not depend on it; a non-licensed buyer can step in and run all three service lines
-High-visibility retail location with sidewalk signage, overhead signage, and print advertising in place
-Room for growth through digital marketing and virtual service delivery

Ideal Buyer

A strong fit for a licensed legal document preparer, paralegal, tax professional, notary entrepreneur, or E-2 visa investor seeking a turnkey, cash-flowing business with an established client base and low startup risk.

Listing Number:

25014

Category:

Professional Services

Location:

San Bernardino County
$300,000

Financial Information:

Gross Revenue:

$171,188

Listed Price:

$300,000

Down Payment:

$300,000

Total Income:

$87,846

Year Established:

1997

Lease Information:

Square Feet:

800

Total Rent:

$2,000

Lease Expiration:

04/2026

Lease Options:

N/A

Asset Information:

Leasehold Improvements:

$0

Equipment / Fixtures:

$0

Inventory:

$0

Other Assets:

N/A

Additional Information:

Full-Time Employees:

0

Part-Time Employees:

3

Special License Required:

City License

Contract Labor:

0

Training Period:

30 days

Reason for Selling:

Retirement

Hello World

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker, Terms of Use before responding to any ad.

brokerPhoto
Chris Baughman
Office: | Cell: (619) 375-8792
License #: CA DRE #02353181

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SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
San Bernardino County

Listing Number:

25014

Category:

Professional Services

Location:

San Bernardino County

Listed Price:

$300,000
brokerPhoto
Chris Baughman
Office: | Cell: (619) 375-8792
License #: CA DRE #02353181
This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal document preparation (73%), tax preparation (18%), and notary public services (9%).



Services Overview

The legal document preparation practice covers estate planning, real property transfers, business formations and dissolutions, family law matters, and immigration filings — a broad menu that drives consistent, recurring demand tied to life events and business activity. The tax division handles personal and business returns for S-Corps, LLCs, and sole proprietors, with a CTEC-registered client base that transfers with the sale. Notary services support both existing clients and walk-in traffic, rounding out a self-reinforcing service model with natural cross-sell opportunity across all three divisions.



Business Highlights

-25+ year operating history with established community presence and client loyalty
-Diversified revenue — not dependent on any single service line
-CTEC-registered tax client list included in sale
-No professional license required to operate (current owner holds a CPA designation, but the business model does not depend on it; a non-licensed buyer can step in and run all three service lines
-High-visibility retail location with sidewalk signage, overhead signage, and print advertising in place
-Room for growth through digital marketing and virtual service delivery

Ideal Buyer

A strong fit for a licensed legal document preparer, paralegal, tax professional, notary entrepreneur, or E-2 visa investor seeking a turnkey, cash-flowing business with an established client base and low startup risk.

Financial Information

Gross Revenue:

$171,188

Listed Price:

$300,000

Down Payment:

$300,000

Total Income:

$87,846

Year Established:

1997

Lease Information

Square Feet:

800

Total Rent:

$2,000

Lease Expiration:

04/2026

Lease Options:

N/A

Asset Information

Leasehold Improvements:

$0

Equipment / Fixtures:

$0

Inventory:

$0

Other Assets:

N/A

Additional Information

Full-Time Employees:

0

Part-Time Employees:

3

Special License Required:

City License

Contract Staff:

0

Training Period:

30 days

Reason for Selling:

Retirement

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.


Read First Choice Business Broker,
Terms of Use before responding to any ad.