Reporting
Exchange Documentation Assembly
Transaction summary compilation, expense log organization, and reporting package assembly.
What is included
This service keeps your exchange aligned with IRS guidance and the lender, intermediary, and attorney teams supporting you.
- • Intake review covering gain, basis, and financing targets.
- • Calendar control for the 45 day identification and 180 day close.
- • Secure document exchange for intermediaries, attorneys, and lenders.
Form 8824 Preparation
IRS Form 8824 data compilation and documentation assembly for CPA submission.
CPA Coordination
Tax advisor coordination and reporting package handoff for accurate tax return filing.
Attorney Coordination
Real estate attorney coordination for purchase agreement review and closing document oversight.
Frequently asked questions
How does this service support Denver?
Exchange Documentation Assembly keeps Denver, CO exchanges aligned with local lending, intermediary, and attorney requirements so deadlines never drift.
What do you need to begin Exchange Documentation Assembly?
We confirm relinquished sale status, estimated gain, and lender expectations for every Denver, CO project before kicking off exchange documentation assembly so there are no surprises.
Does Exchange Documentation Assembly cover compliance reporting?
Yes. We document every milestone and supply your CPA or attorney in Denver, CO with organized records generated during exchange documentation assembly support.
Where we deliver exchange documentation assembly
Launch exchange documentation assembly
Share your objectives and we will confirm intermediary fit, diligence needs, and reporting steps.
Tell us about your exchange
Mention exchange documentation assembly so we can prefill workflow steps before the first call.
Ready to Start Your 1031 Exchange?
Contact our Denver-based team for expert guidance on your Colorado 1031 exchange.