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:
Category:
Location:
SOLD
Financial Information:
Gross Revenue:
Listed Price:
Total Adjusted Net Income:
Equipment / Fixtures:
Year Established:
General Location:
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.
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Location: San Bernardino County
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:
Category:
Location:
San Bernardino County
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Ciro 'Vic' Coppola
Office: (702) 368-2500 | Cell: (725) 233-3333
License #: BS.0146004
Financial Information:
Gross Revenue
$171,188
Listed Price:
$300,000
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
Additional Information:
Full-Time Employees:
0
Part-Time Employees:
3
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.
