Legal Document Prep & Tax Practice - 25+ Years, SBA Pre-Qualified
Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust, community reputation, and consistent service delivery across three core revenue streams:
- Legal Document Preparation (73% of revenue): Estate planning (wills, trusts, powers of attorney, etc), real property transfers (grant deeds, quitclaim deeds, TOD deeds), business formations and dissolutions (LLC/Corp), family law (divorce, guardianship, conservatorship, QDRO), and immigration filings (citizenship, permanent residence renewal, name changes).
- Tax Preparation (18% of revenue): Personal and business returns (S-Corp, LLC, sole proprietor), amended returns, and a transferable CTEC-registered client base included in the sale.
- Notary Public Services (9% of revenue): General notarizations supporting the firm's legal and tax clients as well as walk-in traffic.
The business benefits from established marketing channels including sidewalk signage, overhead signage, local magazine advertising, and printed service brochures. Room for growth through virtual presence and marketing engagement.
Why This Business:
- 25+ year operating history with built-in client loyalty and recurring demand (tax season, life events, business filings)
- Diversified service mix across legal, tax, and notary (not dependent on any single revenue line)
- Strong community-facing location in Colton with high in-person traffic
- Broad service menu creates natural cross-sell and upsell opportunities
- CTEC client list transfers with the sale
- SBA pre-qualified - financing ready for qualified buyers
- Seller open to 10% seller carry note if not on SBA
- Owner available for transition support; open to a mid-year sale
Ideal Buyer Profile: This is an excellent fit for a legal document preparer, paralegal, tax professional, notary entrepreneur, or E-2 visa investor looking for a turnkey, cash-flowing professional services business with a proven client base and minimal startup risk.
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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.
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Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust, community reputation, and consistent service delivery across three core revenue streams:
- Legal Document Preparation (73% of revenue): Estate planning (wills, trusts, powers of attorney, etc), real property transfers (grant deeds, quitclaim deeds, TOD deeds), business formations and dissolutions (LLC/Corp), family law (divorce, guardianship, conservatorship, QDRO), and immigration filings (citizenship, permanent residence renewal, name changes).
- Tax Preparation (18% of revenue): Personal and business returns (S-Corp, LLC, sole proprietor), amended returns, and a transferable CTEC-registered client base included in the sale.
- Notary Public Services (9% of revenue): General notarizations supporting the firm's legal and tax clients as well as walk-in traffic.
The business benefits from established marketing channels including sidewalk signage, overhead signage, local magazine advertising, and printed service brochures. Room for growth through virtual presence and marketing engagement.
Why This Business:
- 25+ year operating history with built-in client loyalty and recurring demand (tax season, life events, business filings)
- Diversified service mix across legal, tax, and notary (not dependent on any single revenue line)
- Strong community-facing location in Colton with high in-person traffic
- Broad service menu creates natural cross-sell and upsell opportunities
- CTEC client list transfers with the sale
- SBA pre-qualified - financing ready for qualified buyers
- Seller open to 10% seller carry note if not on SBA
- Owner available for transition support; open to a mid-year sale
Ideal Buyer Profile: This is an excellent fit for a legal document preparer, paralegal, tax professional, notary entrepreneur, or E-2 visa investor looking for a turnkey, cash-flowing professional services business with a proven client base and minimal startup risk.
Financial Information
Gross Revenue:
Listed Price:
Down Payment:
Total Income:
Year Established:
Lease Information
Square Feet:
Total Rent:
Lease Expiration:
Lease Options:
Asset Information
Leasehold Improvements:
Equipment / Fixtures:
Inventory:
Other Assets:
Additional Information
Full-Time Employees:
Part-Time Employees:
Special License Required:
Contract Staff:
Training Period:
Reason for Selling:
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.
