The Gap Nobody Talks About
Your Qualified Intermediary's job ends at closing. Your CPA files the return based on what they're given. But who's reviewing the documentation in between?
That's where Exchange Planning Corporation comes in.
We specialize in post-closing exchange documentation—the critical step that ensures every dollar stays tax-deferred, depreciation is maximized, and every deductible expense is properly claimed. Nearly half the exchanges we review contain errors. We find them, fix them, and make sure your CPA has everything they need to file correctly.
This isn't a side service for us. It's all we do. Every day.
Who We Are
Exchange Planning Corporation was founded with a simple observation: most 1031 exchanges have a documentation problem, and nobody's solving it.
Qualified Intermediaries are focused on facilitating the exchange—handling funds and meeting deadlines. CPAs are focused on filing accurate returns with the information they receive. But between closing and filing, there's critical work that often gets missed: calculating adjusted basis, ensuring boot is properly reported, setting up the right depreciation schedules, and documenting everything in a way that will hold up to IRS scrutiny.
Our team works on exchanges daily—not once every few years like most tax preparers. That focus means we catch things others miss.
Our Expertise
- 40+ years combined experience
in 1031 exchanges and real estate taxation
- Deep DST knowledge
Delaware Statutory Trust investments and multi-state filings
- Cost segregation specialists
Accelerating deductions through proper asset classification
- Comprehensive documentation
Detailed reports your CPA can file from directly
What Makes Us Different
100% Focused on 1031 Exchanges
We don't do general tax prep. This is all we do, every day. When you only do one thing, you get very good at it.
We Work Alongside Your CPA
Our job is to give your tax professional CPA-ready documentation so they can file with confidence. We're not replacing your accountant—we're making their job easier.
We Stand Behind Our Work
Every engagement includes our Audit Assurance Program. If an exchange we documented gets audited, we defend it at no cost. Backed by $2M in E&O insurance.
Transparent, Flat-Fee Pricing
Our fees are based on the number of closing statements in your exchange — straightforward and predictable. No hourly billing, no surprises.
Who We Work With
We partner with Qualified Intermediaries, financial advisors, DST sponsors, and investors who want their exchanges documented correctly.
We're not replacing your accountant. We're giving them the information they need to do their job well. When the documentation is right, everyone looks good—and the investor keeps more money.
How We Help Each Partner
Clean handoffs with complete documentation your clients will appreciate
Deepen client relationships with tax optimization expertise they can't get elsewhere
Smooth post-closing experiences that reflect well on your offering
Peace of mind that your exchange is maximizing your tax-savings
Let's Talk
Whether you're planning an exchange, just closed, or wondering if a past exchange was handled correctly—we're happy to take a look.
Consultations are free. No pressure, just clarity.