Accounting & Tax Brokerage (ATB) emerged as a result of 35 years experience in the tax and accounting field. With extensive experience in medical group mergers and acquisitions, the founder, Lynn DeSanti, put that experience to practical use in providing an exclusive brokerage firm serving the tax and accounting field.
As practicing Enrolled Agents, Steve Van Voorhis and Lynn DeSanti provide in-depth knowledge to their peers who are contemplating the purchase or sale of a firm. Lynn provides continuing education and speaks at a variety of tax society events informing the members of the tax consequences of the sale of a practice. In addition, both principals provide mentoring and consulting to other industry professionals to enable them to maximize the value of their practices by informing them of industry trends, benchmarks, technology advances etc.
If you are in the tax, bookkeeping, payroll or accounting field, you will be well served to allow us to guide you through the sale process..... and we'd be honored to help.