When Should You Bring Us In?
At any point on the exchange clock. The earlier we start, the more we can plan — the later we start, the more we can recover. Here's what to tell your client, and what we handle, at every stage.
30 minutes. See how to show clients the after-tax case for a 1031 exchange.
The Exchange Clock
Select the stage your client is in. Every point on this line is a working entry point.
Show your client the benefits of a well-planned exchange
Your client is weighing a sale — or has just listed — and wants to know whether an exchange is worth it.
- Run their numbers in our Exchange Calculator. It estimates the tax they can defer and the after-tax income a replacement property could generate — the benefits of a well-planned exchange, in your client's own numbers.
- For complex scenarios, bring us into the planning conversation — replacement property structure, depreciation strategy, and exit planning, built with you.
We don't contact your client until you tell us to. Run scenarios, share the results, and bring us in when the timing is right.
The sale closed — introduce us now
The relinquished property has closed and the 45-day identification clock is running. This is when documentation should begin — everything we need is fresh and easy to collect.
- If you haven't already, introduce us. We start from the closing statements — every credit and debit, loan payoffs, prorations — so nothing is reconstructed from memory at filing time.
- Introduce us by email, or send your client to 1031TaxHelp.com (opens in new tab) — or to your referral page, if we've set one up for you.
Clients referred by a partner receive a documentation credit, applied when the documentation fee is paid within 60 days of closing.
The exchange is almost done — it's not too late
Replacement property is identified and closings are underway. The exchange itself is nearly complete, but the work that determines what your client keeps — the reporting — hasn't happened yet.
- Bring us in before the exchange wraps up. We'll walk your client through what proper documentation captures — basis, boot, carryover depreciation — and why it matters at filing time.
- We work directly with your client's tax preparer, giving them preparer-ready reports to report the exchange correctly on Form 8824.
- Complete exchange documentation
- Basis & depreciation schedules
- Preparer-ready Form 8824 support
- Audit representation included
The exchange is complete — the next step depends on the return
We prepare the full documentation and work with your client's tax preparer so the exchange goes onto the return correctly the first time — basis, boot, and depreciation included.
How documentation worksWe review how previous exchanges were reported. Most reviews find at least one item worth a closer look — misclassified boot, incorrect basis, or missed carryover depreciation.
About the Exchange Review"Because of EPC's work, I received $105,000 in carryover depreciation—something my accountant wouldn't have known to look for."Schedule a Review
At any stage, send your clients to 1031TaxHelp.com (opens in new tab)
1031TaxHelp.com is where your clients work with us directly — strategic planning before closing, then the documentation, basis, and Form 8824 work between their closing and their CPA's filing. Point them there to book a 30-minute consultation.
Wherever Your Client Is, Start There
Your relationship, our analytics — together your clients capture the maximum tax savings the law allows.