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5355 Avenida Encinas #201
Carlsbad, California 92008
I was a bit skeptical at first since advertised as no cost for a 1031 exchange. I had a very informative discussion/interview with Daniel before we decided to go with Deferred.com. He answered all my questions and was very helpful. This was my first time doing a 1031 exchange so I researched the process very carefully. The process was almost exclusively online. Very easy platform to use. All transfers happened on time and without delay. I would definitely use them for doing a 1031 exchange without hassle.
We had a fantastic experience working with Dian. We ended up moving up our closing date and that didn?t fluster Dian one bit. Our attorneys were very complimentary of how responsive and easy to work with Dian was. Thank you for the fast and easy 1031 experience, Deferred! I would highly recommend to anyone else looking for a qualified intermediary.
I didn?t decide to do my exchange but Dian took great care of me leading up to closing. I would use Deferred again for my actual exchange. It was very easy and informative. Dian was available when I needed to talk things through and she pointed me in the right direction on matters she couldn?t advise me on legally. She handled all the back end things with title. It was very smooth
Deferred.com, specifically Daniel Osman, was outstanding! I guided my family in a 1031 Exchange which is sometimes a challenging and complicated transaction. Deferred and Daniel were amazing...professional, informative, proactive, thorough, and collaborative. With their help (AND WITHOUT ANY FEE!), we flawlessly executed on the sale, the purchase, and the transfer of funds. Thank you!
Loved working with Dian! She was very knowledgable, attentive to our questions/needs, and she ensured that everything finished on time. No fees was not a gimmick. Safety, quality, and service was not scarified. Will for sure use Deferred.com again for future exchanges.
Dian is amazing. Between her responsiveness & thorough communication to a complete and easy process & excellent follow through, I will recommend Deferred & specifically, Dian Cook, to everyone looking to complete a 1031 Exchange. Thank you!
We did two 1031 exchanges using Deferred with no fees paid. Dian was our contact person. Very professional, great service! We will do it again!
This was my first 1031 and was referred to Daniel at Deferred.com through a business acquaintance. It was handled professionally and will recommend them to my friends and family.
Did a great job on my exchange, prompt communication and follow thru. No fee, couldn't have been better! Everything went smoothly, highly recommend.
I?ve worked with someone there three times before, and I returned for my fourth time, closing a few days ago. As before, excellent service. I was continually kept informed, and responses were always timely.
Dian Cook helped us and she was very professional, responsive, and a good teacher about the process. She worked with all parties, escrow, title, realtors on both sides and was the most helpful of all of the people we worked with. Also, no charge.
Marcia and the 1031 Exchange Advantage team were tremendous in helping me complete my first 1031 exchange. The team was responsive on email and also made themselves available for phone calls whenever I felt that was necessary. Their documentation reminder platform was easy to navigate and I appreciated how they kept up on deadlines. Nothing fell through the cracks!
I was quite clueless about the 1031 exchange process. Aaron and Marcia guided me at every step of the process. My messages and questions were always returned and answered in a timely manner. I am very satisfied with Plenti Financial and their service and highly recommend them to others.
I had a pleasant experience with 1031 Exchange Advantage. They made the process easy and automated. More importantly, they were always available to answer my questions when I called. Both Marcia and Aaron were always friendly and resourceful. I plan to use their service again for future exchanges.
Great company and team. It was my first experience with the Reverse 1031. I was anxious. But my worries melted when Marcia and Justin started to work with me. They were very knowledgeable, professional and patient. It was a great feeling to know that regardless of how many questions I had,, they were there to answer and to "hold my hand" when it was needed. I recommend them wholeheartedly. George Mozes
Couldn?t have been more pleased with the level of service I received from 1031 Exchange Advantage/Sell Tax Free! David Greenberger and team came highly recommended and they did not disappoint! This was my first 1031 exchange and had many questions, especially as we got into the intricacies of the exchange. They have an amazing turnkey system in place for all the paperwork and ensuring our funds were secured from one transaction to the other. I can not sing Marcia and Justin's praises enough! They were
I was new to the process. With their help I completed the exchange successfully. Their website was educative. Marcia, David and Aaron were extremely helpful. Specially, it was a pleasure working with Marcia. When she was not available, there was a seamless handholding from others. Professional, responsive, supportive. They guided me through the 1031 process and helped with every step of the way. Strongly recommended.
My husband and I had a very good experience with 1031 Exchange Advantage. Marcia, Justin, and David were knowledgeable and always willing to answer any questions we had. They ensured that our exchange was done correctly and in a timely manner. I have recommended their company to others and would use them again for future exchanges.
We have used 1031 Exchange Advantage 4 times this year. They handled all of our transactions smoothly. Marcia and her team are responsive and professional. We learned a lot from David and Justin as well. They were a pleasure to work with and we would definitely use their services again.
I have used 1031 Exchange Advantage for two transactions this year and I really appreciate their work. Justin is responsive and always provides useful information to me. The whole process is effective and secure. Would definitely recommend them to anyone who's looking into 1031 exchange.
Plenti Financial made the 1031 process easy. Our exchange agent Aaron was responsive, which was greatly appreciated. Closing on the new property was seamless.
We just completed our first 1031 (reverse) exchange transaction and could not be more pleased with how well everything went, given all of the delays associated with Covid and nearly missing our deadline. Marcia and team did an excellent job of educating me on the rules and options. What I liked was that responsiveness to emails and calls were immediate. I would recommend 1031 Exchange Advantage to anyone looking to do a 1031 exchange.
Absolutely THE BEST exchange company I have ever worked with. From start to finish their response time was quick and professional. I was initially hesitant since Plenti is on West Coast time and I was on East Coast but they never missed a beat. Even the tittle agency was impressed. Aaron Kancevicius was our representative and he went above and beyond.
Our 1031 Exchange went very smoothly. I would definitely recommend APEX Sell Tax Free.com. I researched several companies and was very impressed with the Representatives knowledge and helpfulness and they were less expensive than any others. I personally had most of my contact with Justin and Marcia. They were OUTSTANDING! Always there to answer questions and everything was handled promptly and professionally.
Justin and Marcia provided excellent service for my 1031 exchange. In fact, Justin advised me to go for a reverse 1031 exchange since that would give me a greater time window to sell my older property. That turned out to be excellent advice especially in this uncertain economic environment where the interest rates have climbed up steadily. I was thus able to lock in lower interest rates for the purchase of my replacement property and had more time to fix, upgrade, list, and sell my old property. Along the w
The Customer Service Team Marcia, Justin, Jakob, Edgar, Aaron and David are exceptionally professional team to work on the 1031 exchange and they make sure to compliance the law in a timely manner and ensure smooth transaction. I greatly recommend anyone needing 1031 exchange their properties with very reasonable price. I am a repeated customer for many years with many transactions.
1031 Exchange Advantage was amazing. They were easy to work with and any questions I had they answered very quickly. The team is very knowledgeable as well considering this was my first 1031. All transactions were completed in a timely manner. I would recommend this company to anyone.
We have done two exchanges in the past three years using 1031 Equity Advantage and both times they have been great to work with and have made the process go very smoothly. Our customer rep, Marcia, was very helpful and easy to reach at all times during the closing process. I can highly recommend them as QI's .
1031 Exchange Advantage is a reputable and trustworthy company that I would not hesitate to refer to family and friends. I could not be happier with my recent 1031 exchange. In times of significant fraud, 1031 Exchange Advantage took every precaution to make sure my exchange funds were safe and secure. There is nothing more important than that. In addition, the staff was professional, experienced and always prompt with communication. They are an A+ organization from top to bottom! I will definitely use 1031
I needed to quickly setup a reverse exchange due to a last minute issue that came up and we were unable to close on the property we were selling. 1031 Exchange Advantage came through fast and efficient. The entire process was completed in just a few days. Everything worked out perfectly. Marcia and her team were responsive and got it done! HIGHLY RECOMMEND!!
We have used 1031 Exchange Advantage for three transactions. They are professional and responsive and handled all our transactions smoothly. In particular, Marcia, who we interacted directly, is knowledgable and patiently guided us along the way. We'd definitely recommend 1031 Exchange Advantage to anyone needs to execute a 1031 exchange for their real estate transactions.
My experience with 1031 Exchange Advantage was very good. They were friendly and helpful. The transaction went very smoothly. This was my second time using them. The first was for a reverse exchange and this time for a standard exchange. We did a concurrent close with our purchase and everything we smoothly.
1031 Exchange advantage was great to work with on our sale and acquisition of our new property. We have been doing business with them for many years and we are very pleased with their service. They will walk you through the whole process.
Great 1031 Exchange company. I've used them twice, and both transactions went well. The staff is quick to respond, especially Aaron. They were always helpful guiding me through the procedures.
The team at SellTaxFree is amazing. Justin and Marcia and the entire crew are phenomenal. They are skilled and intelligent and responsive and helpful and supportive and available. You will not find a better corporation and you will not find a better exchange company so I encourage you to use them for any 1031 exchange you plan to do.
I recently did my second 1031 Exchange with this company. I worked with Justin and Marcia. Both of these professionals were on top of my exchange every step of the way! They were advisors, communicators, and even counselors, at times. The phone was always answered and each person knew exactly the status of my file. I can't recommend them highly enough. I will use them again!
Jackie and Daniel did a great job ensuring we managed our recent 1031 exchange
David, Marcia and team provided excellent service while we were doing our 1031 exchange with them. They were meticulous in following up with us for any paperwork and they also went to great details in explaining us the process as well as letting us know the deadlines during the exchange process. Would highly recommend them to anyone who is looking to get this type of exchange done.
Deferred in knowledgeable, reliable and responsive. I am happy with their service.
My very good friend Anthony referred me to 1031 Exchange (SellTaxFree.com). Justin, Marcia, and all others on their team are all knowledgeable, friendly, and professional. The online system they use also is very clear and efficient which makes the whole process very transparent and a lot easier. On the other hand, pay more attention to your typical escrow/title company because they often ignore what the 1031 company provides until very late (closer to closing) in the process.
Marcia and the team were wonderful to work with. Very responsive and patient in working with us and all parties involved in property sale/purchases. Would definitely use again and highly recommend their 1031 exchange services.
I've worked with 1031 Exchange Advantage many times for personal transactions as well as client transactions (I'm a Realtor). They've ranged from $200k to $2m, and they've all gone about as smoothly as can be. I think that their admin staff must sit by their computer waiting for me to send emails because of how quickly they respond to my questions. I couldn't recommend them more highly.
Working with this group has been exceptional in a very positive way - every call or question I had was answered same day , with no delays - staff are very competent , knowledgeable and personable. A 1031 exchange is a complex and time sensitive transaction. I was 100% satisfied with all the staff on the team , and totally pleased to get this done on a timely basis Michael SCHER
Nearly seamless. Everyone on the team is efficient and effective. If things go wrong, they are remedied with haste and care. The people are better than the technology (I found their Portal to be confusing and counterintuitive.) Technology notwithstanding, I would leap to work with Plenti again.
I was never disappointed when I contacted them. I was nervous, and Marcia calmed my nerves every time. Everyone was helpful if she wasn't available, which was almost never. All my questions were answered, and my exchange of one rental home here in Los Angeles for three rental homes in Texas was handled without error. I've already referred others and wouldn't hesitate to use 1031 Exchange Advantage any time in the future.
1031 Echange Advantage is a very professional company to work with on your 1031 exchange. They were alway responsive to all my questions and concerns. I got excellent quality for a very good price. I will be using again.
Our exchange involved two out of state relinquished properties and one California replacement property. My first experience at a 1031, I had plenty of questions along the way and Marcia and the team helped me immensely with answers. I'm thankful to have found 1031 Exchange Advantage to help us through the process.
I have done several real estate transactions using this company for my 1031 exchanges and they have been amazing in educating me on the process and following through with all of the endless paper work involved in each transaction. I would highly recommend them for anyone. They also had great suggestions on properties to purchase once I sold the original property. Kathryn Murphy
I have completed approximately 6 exchanges with 1031 Exchange Advantage over the past few years. I have preferred my experience with them over Exeter as I felt I received a more personal experience. I was able to contact the owner, David Greenberger, with questions and received prompt replies. I also have received prompt attention from those directly involved with my transactions: Justin, Edgar and, particularly, Marcia. They are efficient and employ a proprietary means of releasing funds that adds a leve
Marcia and the team at 1031 Exchange made our first 1031 experience painless and actually quite pleasant. They processed documents with highest efficiency I have ever seen, and on top of that were super nice and supportive. Thank you!
Great experience with the 1031 Exchange Advantage team. Our exchange had a few specific issues and the customer service was excellent in getting them resolved. Highly recommended.
1031 Exchange Advantage was extremely helpful and knowledgable in the whole process! This was our first time doing a 1031 exchange and they went above and beyond with their guidance. I highly recommend them!
My realtor Ajay from Big Block introduced me to Justin to start some initial talks about a possible 1031. Justin was simply amazing, he called me up and went over the entire process in detail and replied to all my follow up emails quickly. I ultimately chose selltaxfree because of Justin. Even during the process Justin was very communicative and answered every small query or concern, he also jumped in full speed when there was a last minute issue with escrow and saw the transactions through himself while ke
Everyone who works in the office is extremely responsive and helpful. Special thanks to Justin, Marcia, and David for all of the help coordinating the transaction - a great team and awesome all-around effort. Happy to recommend to all my friends and clients.
Great company! Marcia was extremely helpful in making this an easy process for me. She is the best, very detailed and professional plus a lovely person to work with. Exchange went so smoothly, more than I anticipated. I also thank Edgar for his help. A 5 star company!!!
Just finished another 1031 Exchange. Great team, very professional and knowledgeable, always prompt responses to emails and phone calls. Would definitely use them again.
The team at SellTaxFree was awesome to deal with. Everyone was very responsive. In particular, Marcia always responded within minutes and the whole process for smooth even for a first timer like me. Loved it. Thanks everyone for all your help!
Marcia from 1031 Exchange Advantage has been an absolute pleasure to work with. She is extremely responsive and professional, and is always willing to assist in my 1031 questions. Thank you for all of your help!
1031 was a new experience for me. Justin explained the basics, was very helpful with my questions and when it came time, Marsha was fabulous getting the forms completed for my closing. Could NOT have been any simpler and easy. Thanks Gang! Sean
I've used 1031 Exchange Advantage for years, also referred them to clients who would benefit from an exchange. Always been very satisfied with the advice they shared with me for growing wealth. I've been involved with Real Estate for 30 years and I know i'll use this company again and again.
I have been through four 1031 Exchanges with Marcia. She and her staff are extremely efficient, help you through the process and do the majority of the work for you. I will not hesitate to work with them again as my business grows.
I have used 1031 Exchange Advantage numerous times. I just closed a transaction with them at the end of 2021. I have been so impressed with the 1031 team that I have recommended them to partners and family.
This was my first 1031 Exchange on a rental property I owned. The team at SellTaxFree.com helped me along the way making sure the sale and replacement property happened on time and without any issues. I would highly recommend using SellTaxFree.com
This is my 3rd 1031 transaction with this company. The process was very smooth and Marcia will remind you via email regarding next steps. I highly recommend you do your 1031 exchange with 1031 Exchange Advantage G.W.
I have done two 1031 exchanges with SellTaxFree in the last year and half. The service team walked me through the entire 1031 process step by step. Wonderful and hassle free service. Highly Recommend!!
Did a reverse and a regular exchange involving 4 properties during a pandemic, stock market crash and bankers working remotely---what could go wrong?! Answer: everything except the exchange. This was my first time working with Marcia , so I can't compare vs. pre-Covid but they did a great job. They are really adept at working over the internet (to this day i have no idea if they were in the office or all remote) - their team system allows for speedy response -- either with the answer or with an acknowledge
Refer to this company from the title company & worked with this company to complete 1031 exchange transaction. The cost was competitive and service was very very good including a prompt response/a good advice per each inquiry. Fully recommend this company if you are looking for a company to process your 1031 exchange deal.
I have used the firm several times, and even recommended their services. The while team has grown, the personal attention has not diminished. I always felt that I was in good hands. Timely communication and accounting are guaranteed. Very satisfied!
My 10-31 Exchange worked like clock-work. The team at 10-31 Exchange Advantage was very responsive to any requests. Would definitely use them again for a 10-31 Exchange.
Jacob is great! He was wonderful to deal with when we did our 1031 exchange. He?s also very knowledgeable.
We needed to set up a 1031 at the last minute and Marcia did an amazing job setting it up in just a couple of hours, I was amazed. Quick, polite, helpful, responsive and I hope will be just as easy on the other end.
It has been my absolute pleasure to work with 1031 Exchange Advantage! I have been their client for 14 years, and they have always provided excellent customer service!
I think most people will agree that 1031 Exchanges are confusing and intimidating. Marcia was wonderful! She gave great instructions and helped every step of the way and answered every question!!!!
Marcia and the team at SellTaxFree made our exchange seamless. They were a pleasure to work with and I would definitely use their services again.
Great company to work with. They were always helpful with advice and answered all our questions. They sent out reminders of what paperwork I needed to do to stay within the IRS rules. Very professional.
Very Professional and knowledgeable Group. For me, they did go out of the way to help finish closing on time. Response time for any question is amazing. Big Thanks to Marcia, Jacob and Justin.
I've done two exchanges through this company and it was easy, reliable, and worry free. I highly recommend them and would use them again in a second.
I had a wonderful experience with this company! I will use them again and highly recommend them to my family and friends. They are very knowledgeable and proficient. Thank you Marcia!
Thanks to Marcia and Justin - have been very helpful through out the process. We are glad that successfully completed what we need to do. Penny & Paul
Great experience, was a very smooth process, and their staff is highly knowledgeable. Would definitely do an exchange with them again.
This is my 2nd exchange using 10t31 Exchange Advantage and I am a satisfied customer. Looking forward to my next exchange.
Friendly staff, quick response time, informative resources, and simple process. Will definitely use them for my next 1031!
The team at 1031 Exchange Advantage were very supportive/responsive throughout the process
Marcia and Aaron are professional, efficient, patient. I would highly recommend their service.
They are the BEST! Efficient, knowledgeable, and hold your hand through all the steps.
outstanding help and guidance by Marcia thru the entire process even though I was a newbee she made it seem seamless recommend her highly tks
The transaction was very easy and we did not have any difficulties ,because there was good support and clear directions
Great team! Professional and responsive. Would use them again in a heartbeat.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.