Help Your Clients Keep More of Their Exchange Savings
You helped them find the perfect property. Now help them protect their tax savings with proper exchange documentation.
The Documentation Gap Your Clients Don't Know About
Your clients completed their 1031 exchange. They're excited about their new investment property. But here's what most don't realize: the exchange isn't truly complete until it's properly documented for taxes—and that's where many investors unknowingly lose money.
After closing, there's a critical step between the transaction and tax filing: ensuring every detail of the exchange is properly documented and optimized. Without a specialist review, depreciation opportunities and classification nuances are easy to miss.
Nearly half the exchanges we review have documentation errors. The details that matter most include:
- Boot and proration classification
- Adjusted basis calculations
By introducing your clients to EPC, you help them protect the investment you helped them make.
Why Real Estate Professionals Partner With Us
Our clients save an average of $10K+ annually, on their exchanges. That's a tangible benefit they'll remember — and associate with you.
Going beyond the transaction shows you care about their complete success. That builds loyalty and generates referrals.
We handle everything. Just make the introduction—we take it from there and keep you informed.
Our work is backed by $2M in professional liability coverage. Your clients are protected.
When to Think of Us
- Client is selling investment property
- Client just completed a 1031 exchange
- Client owns DST investments
- Client completed an exchange years ago and never had it reviewed
- Client is asking questions about taxes on their exchange
- You have clients that have owned their property more than 15 years
What We Do for Your Clients
Exchange Documentation
We handle the post-closing analysis — boot, basis, and everything your client's CPA needs to file accurately.
Depreciation Strategy
We find the depreciation approach that produces the best after-tax outcome for your client's future income.
Audit Protection
Free audit representation if any exchange we've documented is questioned by the IRS.
Give Your Clients the Complete Picture
Help them protect the investment you helped them make. Partner with EPC.