Our Services
Specialized post-closing analysis to protect your 1031 exchange savings and ensure full IRS compliance.
Where are you in your exchange?
Find the right service for your situation
Exchange Documentation
Navigate the complexities of 1031 Exchange Documentation with confidence. Our specialists ensure meticulous preparation and IRS compliance for a seamless, tax-deferred exchange.
What You Get
Exchange documentation is the thorough analysis and precise recording of all financial details related to your 1031 exchange. It's essentially the process of creating a detailed financial summary for your exchange, akin to a Form 1099 for other transactions.
Before You Close
Strategic Exchange Planning
Achieve your long-term financial goals with Strategic 1031 Exchange Planning. We develop tailored strategies for complex scenarios, from replacement property identification to exit planning.
Already Completed an Exchange?
Exchange Review
Optimize your 1031 Exchange strategy with our comprehensive Exchange Review service. We analyze your transaction to identify potential risks, ensure compliance, and maximize tax benefits.
"Because of EPC's work, I received $105,000 in carryover depreciation—something my accountant wouldn't have known to look for."
Tax Return Review
Ensure accuracy and uncover potential savings with our detailed Tax Return Review service, specifically focused on 1031 Exchange transactions and related investment complexities.
- Form 8824 analysis
- Basis and schedule verification
- Error identification & correction guidance
Depreciation Optimization
Cost Segregation & Depreciation
Unlock significant tax savings and boost cash flow with our expert Cost Segregation & Depreciation studies. We identify and reclassify assets to accelerate depreciation for your real estate investments.
Common components reclassified:
- Site improvements & landscaping
- Specialized electrical & plumbing
- Flooring & cabinetry
- Security & fire protection systems
- Decorative finishes
Specialized Services
Tax Preparation (1031 & DSTs)
Specialized Tax Preparation for 1031 Exchanges and DST investments. Our experts handle filings like Form 8824, ensuring accuracy and maximizing your tax advantages.
Audit Representation
Facing an IRS audit for your 1031 Exchange? Our experienced team provides robust Exchange Audit Representation, defending your position and aiming for the best possible outcome.
Not Sure Which Service You Need?
Consultations are always free. Schedule a call and we'll help you determine the best approach for your situation.