1031 exchange · tax side only

Plan the tax on your 1031 before you close.

Most of the tax on an exchange is settled before closing day: how much cash you take out, how much debt you replace, and what you identify by Day 45. Start with five numbers from your own records to see what a straight sale would cost and what an exchange defers.

What the property is worth today

What you paid for it

What's still owed on it

The year you bought it

Your zip code

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These figures are estimates, not advice. Every situation gets reviewed individually before we recommend anything. Questions about your result? Call (424) 277-6011 or book a free 30-minute consultation.

The briefing

What happens between closing and filing

Your Qualified Intermediary holds the funds and your CPA files the return afterward. The short briefing covers the reporting errors that cost exchangers the most, so you can plan around them before you sell. Then book a free call and we'll go through your numbers with you.

Watch the briefing Book a free call

Consultations are free and take 30 minutes. No obligation.

A deferral estimate on your actual numbers before you sign

Cash out, debt replacement and Day 45 identification worked out up front

Exchange documentation after closing, with free audit representation

Backed by $2,000,000 of E&O insurance

Private client briefingAbout 8 minutes

That's the opening. The full briefing takes ten seconds to unlock.

Your name and email, and the rest plays straight through, including the three reporting errors that cost exchangers the most.

Watch the full briefing

A short video on what happens between closing and filing, and what to get right before you sell. Open the full briefing →

Where you are in the sale

The earlier you call, the more we can help

Tax questions follow the exchange timeline. Find where you are, and that's roughly what the first conversation will cover.

Before you close · start here

Strategic exchange planning

Selling in the next 6 to 12 months, or already under contract? We model the exchange before you commit: what a straight sale costs, what an exchange defers, what taking cash out would cost in tax, and how the replacement property sets up your basis and your exit.

Deferral estimate on your actual numbers
Cash out and debt replacement, priced before closing
Replacement-property and identification strategy
Exit planning for the sale after this one

After you close

Exchange documentation

$10K+average client savings

Once you close, the plan has to be reported correctly. We review the closing statements, analyze your basis, and produce filing-ready reports your CPA can file from.

Closing-statement review and basis analysis
Depreciation strategy for the replacement property
Free audit representation included

Closed or already filed

Exchange and return review

Closed a while ago and never had it looked at, or already filed and want it checked? We look for the errors that cost exchangers the most: misclassified boot, incorrect basis, and missed carryover depreciation.

Form 8824 analysis
Basis and schedule verification
Error identification and correction guidance

"Because of EPC's work, I received $105,000 in carryover depreciation—something my accountant wouldn't have known to look for."
— Paul, client

After the exchange

Cost segregation & depreciation

20–40%of building value reclassified to 5–15 year schedules

Once the exchange is done, a cost segregation study accelerates depreciation on the replacement property: site improvements, specialized systems, finishes, and more, reclassified to shorter schedules.

Engineering-based asset reclassification
Filing-ready depreciation schedules
Works with your carryover basis

How it works

Three steps, all on this page

The intake is short on purpose. Here's the whole thing, start to finish.

Run your numbers

Five figures from your own records and the calculator shows what a sale costs and what an exchange defers. Two minutes, no sign-up.

Watch the briefing

A short private video on what happens between closing and filing, and the reporting errors that cost exchangers the most. Better to know them before you sell. It's right under the calculator.

Book the call

Thirty minutes, free. We review your notes before we dial, and if there's work to do, we quote a flat fee before anything begins.

Book a free 30-minute consultation

Free 30-minute consultation

Numbers in hand? Talk them through

The estimate is the starting point. The call is where your basis, your timeline, and your replacement property get worked into a real plan. Call before closing if you can. After closing, the cash and debt numbers are fixed.

No charge, no obligation. Plenty of calls end there because the question gets answered. If your situation needs actual work, you get a flat quote before anything starts.

Your advisor stays your advisor. We handle the tax side of the exchange and hand you back with answers.

Pick a time right here; the next open slots load automatically

Your booking arrives tagged, so the handoff is clean

Right after booking, the full briefing plays with no form to fill in

Free consultation30 minutes

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You're booked.

Taking you to your private briefing — a short introduction to what happens between closing and filing.

Please accept the call disclosure below to book a time.

FAQ

1031 exchange tax questions, answered

When should I call, before or after I sell?+

Before. Ideally before you sign the purchase agreement, and no later than your Day 45 identification deadline. Planning only changes the outcome while the cash you take out, the debt you replace, and the property you identify are still open. If you've already closed, call anyway: the documentation and review work happens after closing.

Can I take some cash out of the exchange?+

Yes. The cash is boot, and boot is taxed in the year of the sale while the rest of the gain stays deferred. Taking on less debt on the replacement property than you paid off on the old one can create boot the same way. We work out the tax cost of each option before you close, so you decide how much to take with the number in front of you.

Do you replace my CPA?+

No. Most of our work produces filing-ready reports your CPA files from: the exchange documentation, basis analysis, and depreciation schedules. If you'd rather have us handle the exchange-related filings, we also offer specialized tax preparation for 1031s and DSTs.

Do you replace my advisor?+

No. We do tax work only: planning, documentation, Form 8824, basis and depreciation schedules, reviews, and audit representation. We don't facilitate exchanges, we don't hold funds, and we don't give investment advice. You come to us with a tax question and go back to your advisor for everything else.

What does the consultation cost?+

Nothing. Consultations are always free and take about 30 minutes, and plenty of them end there because the question gets answered. If your situation needs actual work, we quote a flat fee before starting, so there's no meter running.

I already filed. Is it too late to check the return?+

No. A tax return review goes through the Form 8824, your basis, and the schedules behind it, and gives you correction guidance if something's off. That kind of review is how one client found $105,000 in carryover depreciation his accountant didn't know to look for.

What if the IRS audits my exchange?+

Exchange documentation clients get audit representation free through our Audit Assurance Program, and the work is backed by $2,000,000 of E&O insurance. If you're being audited on an exchange we didn't document, we offer audit representation as a standalone service.

What is boot, and is it taxable?+

Boot is anything you receive in an exchange that isn't like-kind property — cash left at closing, debt you were relieved of, or property that doesn't qualify. Boot is taxable in the year of the exchange, even though the rest of the gain is deferred. Misclassified boot is one of the most common errors we find in Form 8824 reviews, in both directions: boot that was never reported, and amounts reported as boot that didn't need to be.

How accurate is the calculator?+

It's an estimate built from the five figures you enter, using current federal and state rates for your zip code. It's meant for comparing a sale against an exchange on a consistent basis, not for filing. The call is where your actual sale terms, basis history, and timeline get worked in.