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For CPAs & Advisors
As a CPA, lawyer, or financial advisor, you need a Qualified Intermediary who understands the nuances of Section 1031. Pacific1031 delivers the documentation, compliance, and proactive support your clients deserve.
Your reputation is on the line with every referral. We treat your clients — and your referral — with the care it deserves.
Every exchange file is documented to the highest standard — clear records, proper identification, and audit-ready compliance your clients can rely on.
Our compliance team proactively catches issues before they become problems — protecting your clients and your professional reputation.
We track the 45-day identification and 180-day closing deadlines on every exchange, so nothing falls through the cracks.
A QI led by attorneys means your clients get level of expertise that goes beyond transaction processing — real guidance on complex exchanges.
Not all 1031 exchanges are straightforward — and that's where our depth of experience matters most for your clients.
Acquire replacement property before selling the relinquished — ideal for clients who find the right deal first.
Use exchange funds to build or renovate, maximizing the value reinvested and the tax deferral achieved.
We handle exchanges involving multiple properties, cross-state transactions, and deals of any size — $500K to $10M+.
Fill out the form below or call us now — our team is ready to help you defer your capital gains.
(949) 909-1031