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.