File 1031 Exchanges With Confidence
You don't need to become a 1031 specialist. We provide the analysis and documentation—you file the return knowing everything is calculated correctly.
The 1031 Exchange Challenge for CPAs
When a client hands you closing documents from a 1031 exchange, you're facing one of the most complex filing situations in real estate taxation. The rules are intricate, the calculations are nuanced, and getting the details right can save your client thousands in tax benefits.
The challenge isn't that you can't handle it. It's that 1031 exchanges require specialized knowledge that most CPAs rarely use:
- Proper boot calculation and classification
- Depreciation approach selection and scheduling
- Specialized DST calculations
That's where a specialist partnership helps. We handle the 1031 analysis so you can focus on the rest of the return.
What You Receive
A complete financial summary of the exchange with all the numbers you need to file — plus direct access to our team for questions during return prep.
How We Work With Tax Professionals
We're not trying to replace you—we're trying to make your job easier. You maintain the client relationship and prepare the return. We handle the specialized 1031 analysis.
Our reports give you the numbers you need for Form 8824 and depreciation schedules — clear format, ready to use.
Need clarification during return prep? We're available to discuss any aspect of the exchange analysis.
If an exchange we've documented is audited, we provide representation at no additional cost to your client.
Instead of spending hours analyzing closing documents, you receive ready-to-use calculations. Focus your time on client service.
Our Documentation Includes
- Financial summary with all exchange calculations
- Depreciation schedules with recommended approach
- Form 8824 supporting schedules
- DST-specific calculations (if applicable)
Two Ways to Work Together
Refer Your Clients
Send clients to us when they complete an exchange. We handle the documentation directly with them and send you the completed package for filing.
- No extra work for your firm
- Client pays us directly
- You receive the completed package
Want More Involvement?
If you'd prefer to be more hands-on, we can work with you directly. Contact us and we'll find an arrangement that fits your practice.
Let's Make 1031 Exchanges Easier
Partner with specialists who handle the complexity. You focus on your clients.