About us

At Exchange Planning Corporation, we are dedicated to providing comprehensive 1031 exchange solutions to real estate investors. With over 40 years of experience in real estate investment and tax planning, we have established ourselves as industry leaders in helping our clients minimize their tax burden and maximize their wealth accumulation.

When you choose Exchange Planning Corporation, you can trust that you are working with a team of dedicated professionals who are passionate about helping you navigate the complexities of tax planning and 1031 exchanges. Just like Ray, who owned his property for 30 years before embarking on an exchange, we understand the long-term nature of real estate investments. Contact us today to discover how our expertise and personalized approach can benefit your real estate investment strategies.

Planning an Exchange

Planning a 1031 exchange requires expertise and knowledge of the intricacies involved. Unlike most tax preparers who have limited exposure to sales or exchanges, our team at Exchange Planning Corporation has extensive experience in handling exchanges on a daily basis. We understand that real estate investors often hold their properties for many years, just like Ray, who owned his first rental for 30 years before deciding to sell. While some preparers might only encounter an exchange once every ten years, our staff works on multiple exchanges each day. This level of experience and focus on exchanges enables us to provide valuable insights and make a real difference for our clients.

Our mission

Our mission is to provide real estate investors with comprehensive tax planning and 1031 exchange solutions. We understand the importance of minimizing tax burdens and maximizing wealth accumulation in the world of real estate investment. With our deep knowledge and expertise, we are committed to delivering exceptional service and tailored solutions that align with our clients’ specific goals and objectives.

Our values

  • Expertise: We pride ourselves on providing unparalleled expertise in all aspects of real estate investment and exchange planning. Our team stays up-to-date with the latest regulations and industry trends to ensure we deliver the most accurate and effective solutions to our clients.
  • Client Focus: We believe in understanding our clients' unique needs and tailoring our services to meet their specific goals. We take the time to listen, evaluate, and provide customized solutions that align with their investment objectives.
  • Excellence: We strive for excellence in everything we do. From the quality of our work to the level of service we provide, we aim to exceed our clients' expectations and deliver exceptional results.

Let's get down to business!

Ready to maximize your tax benefits and keep more money in your pocket? Contact us  for expert advice on 1031 exchanges and tax-efficient real estate investing.

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