1031 Resources

CLIENT RESOURCES

Everything you need for a successful 1031 exchange, from tax documentation to educational materials.

1031TaxPak™

1031TaxPak™ provides you with the documents necessary to report your exchange to the IRS. It includes worksheets to help you compile the information required to complete the IRS form, examples showing how to complete the worksheet, and a detailed discussion of what the IRS is looking for on each line of the tax form.

Access Your TaxPak

What Our Clients Say About TaxPak

I just received your TaxPak. Thanks very much. I thought the packet of Tylenol was a particularly nice touch. ;-)

Rob LeVine

I used your tax worksheet and booklet. It was a great help.

Nick Russo

1031 Investor

Beyond the substantial tax advantages, dealing with The 1031 Exchange Experts was an excellent experience. The knowledgeable staff was always accessible. They enthusiastically educated me about every step of the process and executed my Reverse Exchange with the utmost professionalism. The final step of tax preparation is greatly facilitated by the articulate and well-formatted 1031TaxPak.

Thank you one and all.

Diane Miller

1031 Investor

I want to commend your firm for the fine written materials received at the end of the process. Federal form 8824 is not crystal clear and the instructions are at best murky. Your 1031TaxPak and related worksheets make the process of completing 8824 comprehensible and actually interesting(!) as questions which are hard to articulate are stated clearly and then answered. Thank you for delivering such effective service and outstanding support.

Jim Hirsh

1031 Investor