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Colton, California
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Asking Price
$250,000
Revenue
$171,188
Down
Call/Email
Cash Flow
$87,846
Description
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.
The seller will consider selling the two practices separately: the tax preparation practice, including the CTEC-registered client base, at $90,000, and the legal document preparation practice at $160,000. The full business, including all three service lines, is offered at a combined $250,000.
Posting Information
Posting ID:
4352418
Business Category:
Business Service
Business Types:
Consulting Service, Management Consulting
Attributes:
Broker Cooperation
SBA Pre-Approved
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Posting Title
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Posting ID
#4352418
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
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