Search Existing Clients

Client Information

Miscellaneous

How did you get in touch with us?
Offer currently accepted on purchase / sale?
Currently working with a real estate agent?
Work with us?
Which type of Exchange are you interested in?

Relinquished Property

Property
What is the address?
Original purchase price of the property
How much did you improve the property over the years?
Was this property part of a previous 1031 Exchange?
What is property selling for today?
What is the current loan balance on the property?
What state are you a resident of?
What state is the property being sold in?
Contact information of escrow handling the sale

Replacement Property

Property
Loans of Interest
How many properties would you like to buy? One, two, three?
What type of property are you interested in buying?
What is the address?
Estimated purchase price of property?
Are you planning on buying something that needs improvements?
Is this a property that you already own?
If so, how much are you planning on improving the property?
In the event this is a Reverse Exchange, how much cash do you have on hand to put down on your new property?
Contact information of escrow handling the sale

Notes

Critical Information
FEES
Standard Exchange
  • $895 Edit
  • $400 (if RE brokerage with us) Edit
  • $400 (if loan with us) Edit
Reverse Exchange
  • $4,250 Edit
  • $2,500 (if RE brokerage with us) Edit
  • $2,500 (if loan with us) Edit
  • $10,000 (Buy back insurance) Edit
SellTaxFree.com™ is a trade name of 1031 Exchange Advantage®. 1031 Exchange Advantage™ is a trade name of 1031 EA, LLC and is not a licensed broker. 1031 EA, LLC does not provide, brokerage, legal or accounting services and is simply a Qualified Intermediary under the IRS code. It therefore is not providing any services other than accommodation services and clients and prospects are advised to confirm all tax, legal, accounting and real estate investment decisions with their professionals such as their accountant or attorney.

A 1031 exchange is a method of tax deferral upon the sale of investment real estate. However, the decision to pay or not pay accumulated and/or deferred taxes is up to the taxpayer, who has control over whether transactions are completed tax-deferred, or tax-free! If an exchanger should decide to continue exchanging into investment property of same or greater value for life, and never sell investment property without utilizing a 1031 exchange, no taxes would be due on any transactions, making them tax-free! Even in the event the taxpayer dies, the taxes die with him, again making the transactions tax-free! Because the choice is up to the taxpayer, we like to say taxes in an exchange are deferred, unless you choose to Sell Tax-Free!

Copyright 2020 © 1031 EA, LLC & Fortune Cookie Consulting, Ltd. All rights reserved.

Powered by Powered By Roya

Contact Us

  • 5355 Avenida Encinas Ste 203
    Carlsbad, CA 92008
  • 866-944-1031
  • info@selltaxfree.com