1031Tax Help
1031 exchange · tax side only

We do the tax work on 1031 exchanges

A 1031 exchange defers the tax, but what you keep is decided between closing and filing: how the exchange is documented, how your basis carries forward, and how Form 8824 gets filed. That's our work, at whatever stage you're in.

Book a free consultation See what we handle
Consultations are free and take 30 minutes. No obligation.
Exchange documentation with free audit representation included
Form 8824 preparation and review, basis and depreciation schedules
Backed by $2,000,000 of E&O insurance
Free consultation30 minutes

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

Where you are in the exchange

The four calls we get most

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

Before you close

Strategic exchange planning

Planning a sale in the next 6 to 12 months? We model the exchange before you commit: what a straight sale costs, what an exchange defers, and how the replacement property sets up your basis and your exit.

  • Deferral estimate on your actual numbers
  • Replacement-property and identification strategy
  • Exit planning for the sale after this one
Just closed · most popular

Exchange documentation

$10K+average client savings

The period between your closing and your tax filing is where the outcome is decided. 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

What happens when you book

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

Pick a time

The calendar is right on this page. Consultations are 30 minutes and free.

Watch your briefing

As soon as you book, we take you to a short private briefing: what happens between closing and filing, and the reporting errors that cost exchangers the most.

Get answers on the call

We review your notes before we dial. You'll leave knowing where your exchange stands, and if there's work to do, we quote a flat fee before anything begins.

Book a free 30-minute consultation
FAQ · reviewed July 2026

1031 exchange tax questions, answered

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.
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.
Who files Form 8824?+
Form 8824 is filed with your federal income tax return for the year your exchange closed — usually by your CPA or whoever prepares your return. It's one form, but the numbers on it come from the closing statements, your basis history, and the depreciation schedules, and that's where the errors happen. We prepare or review the 8824 and the schedules behind it so what gets filed matches what actually happened in the exchange.
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.
Can I do cost segregation after a 1031 exchange?+
Yes. A cost segregation study on the replacement property works alongside your carryover basis — typically 20 to 40% of the building value gets reclassified from 27.5- or 39-year schedules to 5-, 7-, or 15-year schedules. The interaction between carryover basis and the new basis is where it gets technical, which is why the study and the exchange documentation should agree with each other.
I refer clients. How does the referral link work?+
Whether you're an accommodator, an agent, an attorney, or a CPA: we set up a page at 1031taxhelp.com/refer/your-name. Clients who use it see your name at the top, so they know they're in the right place. There's no fee in either direction, and we don't offer exchange services, so we're never competing for your client.
Referral partners

For accommodators, agents, and advisors

Your clients ask you tax questions. How much will I owe if I take cash at closing? What happens if I only identify one property? Answering isn't your role, and it shouldn't be your risk. A referral link gives you a specific place to send them instead of a shrug.

We do tax work only: planning, documentation, Form 8824, basis and depreciation schedules, reviews, audit representation. We don't facilitate exchanges, we don't hold funds, and we don't take over the relationship. Your client comes to us with a tax question and goes back to you.

Your link puts your name at the top of this page, so when a client lands here they know exactly who sent them and why.

Get your referral link
1031taxhelp.com/refer/your-name
Your name sent you.

Clients who use your link see your name at the top of this page and book directly. The booking arrives tagged with your name, so the handoff is clean on both ends.

Booking tagged: your-name
Free 30-minute consultation

Book the thirty minutes

No charge, no obligation. If your situation needs more than a call, you'll get a flat quote before any work begins.

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