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.
30 minutes. See how to show clients the after-tax case for a 1031 exchange.
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
- Real Value, Real Savings
Our clients save an average of $10K+ annually, on their exchanges. That's a tangible benefit they'll remember — and associate with you.
- Strengthen Client Relationships
Going beyond the transaction shows you care about their complete success. That builds loyalty and generates referrals.
- No Extra Work for You
We handle everything. Just make the introduction—we take it from there and keep you informed.
- Backed by E&O Insurance
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
Win More Listings From Property Owners
Our marketing program for real estate agents changes the conversation. Instead of leading with your last sale, you lead with the owner's own numbers — the taxes they could save by selling and exchanging. It's a conversation investment-property owners actually want to have, and it positions you as the agent who started it.
What the program includes:
- A branded landing page and calculator — your name, your photo, your QR code
- Owner-level tax figures to power your postcards, letters, and calls
- The Exchange to Prosperity report — the owner’s own tax-savings numbers, routing them back to you
- Training, support, and a financial-advisor handoff — you keep the listing
Request the Program Briefing
Tell us where to reach you and we'll set up a short walkthrough — how the program works, what it looks like under your name, and current licensing rates.
Request received.
We'll contact you within one business day to walk through the program together.
Prefer to pick a time now? Schedule a call.
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.
When should you bring us in?
Any time — before the sale, mid-exchange, or after the return is filed. See what to tell your client and what we handle at each stage, and send clients to us directly at 1031TaxHelp.com (opens in new tab).
Give Your Clients the Complete Picture
Help them protect the investment you helped them make. Partner with EPC.