Tax Return Review Service for 1031 Exchange Investors
Ensure accuracy, compliance, and optimize your tax benefits with Exchange Planning Corporation's specialized Tax Return Review service. Our detailed review is complimentary with each client's first exchange. We conduct these reviews because it helps us meticulously document your exchange to maximize your tax benefits. We are committed to ensuring our clients pay the lowest amount of tax legally possible.
If your current tax professional appears to be doing a great job, or even a fair job with only a few mistakes, we will inform you. In some cases, we may even discuss identified issues with your current tax professional to help guide them toward the correct approach. Unfortunately, we often find returns prepared by tax preparers who simply do not have the specialized knowledge required. When this occurs, we will inform you of our findings and suggest appropriate alternatives.
Comprehensive Review Tailored to Your Needs
Our expert Tax Return Review includes a detailed analysis of your complete tax return, focusing on accurate reporting, correct basis calculations, and full compliance with IRS guidelines.
We also carefully evaluate your depreciation schedules to ensure they accurately reflect your asset values, neither overstating nor missing potential deductions. Errors in depreciation can have substantial tax implications—correcting these can lead to meaningful tax savings.
Additionally, if previous tax filings have missed depreciation deductions or incorrectly calculated depreciation, we identify these missed opportunities. Using IRS provisions such as Form 3115 and the associated 481 adjustment, we help you recapture missed deductions without amending prior years’ returns.
Benefits of Our Review Process:
- Maximized Deductions: Claim every eligible deduction and reduce overall tax liability.
- Compliance Assurance: Align your filings fully with current IRS standards, significantly minimizing audit risks.
- Enhanced Financial Clarity: Understand your tax position clearly and strategically.
Your Trusted Experts
Exchange Planning Corporation brings extensive experience and specialized knowledge to each tax return review, ensuring the information reflects optimal strategies for maximum financial benefit and compliance.
Ready to Optimize Your Tax Return?
Contact Exchange Planning Corporation today to schedule your detailed Tax Return Review and enhance your financial outcomes with confidence.
Email: ExchangeServices@EPC1031.com
Phone: (424) 277-6011
