What we are:

• Specialists in 1031 Tax-Deferred Exchanges only.
• Locally owned and operated.
• Committed to providing the highest level of customer service to each client.
• Committed to Continuing Education to stay current with the ever-changing tax codes.
• Notary Public.

What we do:

• Provide a comprehensive interview and assessment for qualification.
• Customize all necessary exchange documents for complete compliance with the Internal Revenue Code.
• Facilitate your transaction from beginning to end.
• Monitor your exchange daily and keep you on top of all dates and deadlines.
• Prepare your exchange documents with the highest degree of accuracy.
• Act as your liaison between your realtor, closing office, accountant and attorney.
• Hold/protect your money in an individual segregated, insured account.

Because there are so many rules and regulations pertaining to 1031 exchanges, we encourage you to call our Qualified Intermediary firm for a free consultation to discuss the individual needs of your exchange.

Incorporated in 1998