Terms of Service

Agreement to Terms

By accessing or using the Exchange Planning Corporation ("EPC") website and services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website or services.

Description of Services

EPC provides 1031 exchange documentation, analysis, and related tax planning services. Our services include reviewing exchange documentation, preparing tax reporting materials, and providing educational resources about 1031 exchanges.

Professional Services

EPC provides specialized 1031 exchange documentation, tax advice, and analysis services. We recommend coordinating with your existing CPA or tax attorney to ensure all aspects of your overall tax situation are addressed.

User Responsibilities

When using our services, you agree to:

• Provide accurate and complete information
• Maintain the confidentiality of your account credentials
• Use our services only for lawful purposes
• Not misrepresent your identity or affiliation

Intellectual Property

All content on this website, including text, graphics, logos, and software, is the property of EPC or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, or create derivative works without our written permission.

Limitation of Liability

To the fullest extent permitted by law, EPC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services. Our total liability shall not exceed the amount you paid for our services.

Indemnification

You agree to indemnify and hold harmless EPC, its officers, directors, employees, and agents from any claims, damages, or expenses arising from your use of our services or violation of these terms.

Termination

We reserve the right to suspend or terminate your access to our services at any time, with or without cause, and with or without notice.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.

Changes to Terms

We reserve the right to modify these terms at any time. We will notify users of material changes by posting the updated terms on this page. Your continued use of our services after such changes constitutes acceptance of the new terms.

Contact Us

If you have questions about these Terms of Service, please get in touch or call us at (424) 277-6011.