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I
telephoned your offices a
number of times and in every
instance, early and late
in the day, the people who
took my calls were courteous,
efficient and very effective
in helping me move forward
as a client. When needed,
I always received a call
back.
Thank
you for delivering such
effective service and outstanding
support.
Jim
Hirsh
1031 Investor |
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We
operate as a team of
CPAs and tax and accounting
professionals who specialize exclusively in ã1031
Exchanges -- not only
for real estate, but
also for oil & gas properties,
as well as personal property
such as airplanes, horses,
equipment, businesses,
etc. We are among the
few firms capable of
doing all types
of exchanges: straight,
reverse, construction,
improvement, backwards-reverses,
etc.
Our
professional services and flat
fees include:
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Both 'legs' (selling and buying)
of the transaction
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All legal documents are prepared
by us and sent to all appropriate
parties. If you find yourself
in a time-crunch,
we have the resources to complete
the exchange documents quickly. |
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Nearly unlimited consultation,
with you or your attorney,
accountant, realtor, or closing
agent. We do not charge hourly fees...
And we are available 24hours-a-day,
7 days-a-week.
• TouchPoints:
This unique e-program enables
us to coordinate all parties
to inform them of the status
of your exchange at critical
points throughout the entire
process. |
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SafeGuards:
Your exchange proceeds are maintained
in a separate,
FDIC-insured account (with an
extra layer of insurance for
funds in excess of $100,000) earning
interest and are never
co-mingled with any
other assets. Our firm is both
bonded and insured --
less than 2% of the firms
in this country are so qualified. |
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And
now you can view and get your exchange
account history and status online,
real-time using our exclusive 1031Access!
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and without issue...!!!"
"You
have made the 1031 transaction
seamless and without issue.
Thank you!"
Donavon
S. Owens
Commercial/Residential Mortgage
Consultant
Benchmark Home Finance Group,
Inc.
Fort Myers, Florida |
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1031TaxPak:
At the end of the year we are the
only exchange firm to send you a
package that includes: |
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All of your (HUD) settlement statements |
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Your Exchange Account Statement |
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IRS Form 8824 |
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45 Day Identification Form |
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1031TaxPak™
Guide Book -- which explains how
to prepare your tax return |
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Worksheets with examples so that
you or your accountant can easily
report your exchange to the IRS.
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Our website at www.expert1031.com
is easy to navigate and has
numerous published articles
as well as downloadable documents
and brochures. It is also
a valuable resource for linking
investors and realtors. |
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We are a national firm, but
focus on you as an individual
and accomplishing your goals.
Our solutions are conservative
yet creative -- with an emphasis
on your personal satisfaction
at all stages of the process.
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If your exchange is challenged
by the IRS, we will defend
it in the audit -- at no additional
charge. |
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Please
call us anytime with questions or to
discuss your exchange issues. To
start the process of your exchange,
please fax to us a copy of your sales
contract, along with the name and phone
number of the attorney or title company
doing your closing. We'll take it from
there!
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