Your Job Ends at Closing. Ours Begins.
You've facilitated the exchange perfectly. But without proper documentation, your client may still lose tax benefits. EPC bridges the gap between closing and filing.
The Post-Closing Documentation Gap
As a Qualified Intermediary, you know the exchange rules inside and out. You ensure timing deadlines are met, funds are properly held, and the transaction closes correctly. After closing, there's a natural next step — ensuring the exchange is properly documented for tax filing.
After closing, your clients need someone to:
- Review closing statements and classify every line item
- Calculate basis and determine correct basis, adjusted cost
- Find the best depreciation approach for their situation
- Produce reports their CPA can file from directly
1031 exchanges require specialized knowledge that most tax professionals rarely use. Without detailed post-closing documentation, it's easy for deductions and optimization opportunities to be overlooked.
Nearly half the exchanges we review contain documentation errors. We've recovered an average of $1.5M per year in additional deductions for clients — savings that come from the kind of specialist analysis we provide.
Why QIs Partner With Us
Offer your clients a service that protects their exchange—handled entirely by us. You make the introduction; we do the rest.
When clients know their exchange is fully documented, it reinforces their confidence in the entire process — and in you as their QI.
Clients remember who helped them save money. A referral to EPC shows you care about their complete success—not just the transaction.
You're the exchange expert. We're the documentation expert. Together, your clients get comprehensive service without anyone stepping outside their lane.
Where You End, We Begin
You facilitate the exchange. We handle everything after closing — the analysis, the tax math, and the reporting. Your client's CPA gets a complete package ready to file.
We also handle DST-specific documentation, including reserve treatment, distribution tracking, and basis allocation across interests.
How the Partnership Works
You Introduce Us at Closing
As the exchange closes, mention that documentation service is available. We can provide materials, or you can simply pass along our contact information.
We Handle Everything
We contact the client, gather documents, analyze the exchange, and prepare comprehensive documentation. You're kept informed but don't need to do anything.
Your Client Gets Protected
The client receives complete documentation their tax professional can file from directly, with audit representation included. They associate this value-add with you.
Complete Your Clients' Exchange Experience
Partner with EPC to ensure your clients capture every tax benefit their exchange provides.