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.