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Exeter 1031 Exchange Services, LLC

Exeter 1031 Exchange Services, LLC

Reviews Summary

Exeter 1031 Exchange Services receives overwhelmingly positive feedback for their expertise, responsiveness, and professionalism in handling complex 1031 exchanges. Reviewers highlight their knowledgeable team, exceptional customer service, and ability to guide clients—especially first-timers—through the process seamlessly. While most praise their efficiency and communication, a few note occasional delays in responses or minor hiccups, which the team promptly addresses. The rare negative review cites a lack of proactive tax guidance. Overall, Exeter is highly recommended for their reliability, educational support, and ability to navigate challenging transactions.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Government Contractors
Non-profits
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Government Contractors
Non-profits
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

404 Camino del Rio S Suite 600

San Diego, California 92108

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-5:30PM
Tuesday 7:30AM-5:30PM
Wednesday 7:30AM-5:30PM
Thursday 7:30AM-5:30PM
Friday 7:30AM-5:30PM
Saturday Closed

Customer Reviews

We just got off the phone with Mr. Exeter for advice on using a 1033 and we highly recommend for anyone with a 1031 or 1033 issue to contact their firm. My husband and I have been dealing with a potential 1033 involuntary exchange issue for over a year now. Since this started, we have researched online, reached out to the IRS, consulted forums, and spoken with tax lawyers and CPAs, but we have not been able to get a satisfactory answer from anyone. Today, after speaking with Mr. Exeter, for the first time w

Exeter provided an outstanding customer service from the moment I called their office (on a SATURDAY) with zero knowledge until their final email to notify me of the completion of the process! This was my first experience with 1031 Exchange and now I know why so many people in the real estate field recommend Exeter. They are very experienced, organized, great communicators, and affordable. I'm so glad I had them on my side.

Exeter 1031 Exchange Services truly stands out as one of the premier qualified intermediaries nationwide. As a seasoned financial advisor, I have had the pleasure of utilizing their services for numerous clients during their transitions into Delaware Statutory Trusts. Without fail, Exeter 1031 Exchange Services has consistently delivered exceptional expertise and swift responsiveness, garnering high praise from both myself and my clients. One aspect that sets Exeter apart is their extensive knowledge in th

Overall, it was great working with the knowledgeable folks at Exeter. We had a complicated 1031 exchange dealing with international properties that no other Exchange Service provider wanted to touch. Bill and his team managed the exchange without any issues. The whole undertaking does take a little patience, though as Exeter needs to add resources to meet the growing business! While everything related to our exchange was accomplished on time, sometimes it would take multiple efforts to get an email responde

I've now done two exchanges with Exeter. My first went great. My second had a little hiccup which prompted me to reach out to the company and suggest a change in policies so their clients don't miss deadlines (happily, I have not missed my designation deadline) and it's refreshing when a company is responsive and willing to address their process to improve it from the customer experience. And, it's very helpful when they go the extra mile to make sure your records are in place to ensure you're able to succe

I highly recommend using Exeter as your Qualified Intermediary if you are doing a 1031 exchange. As I was making an effort to learn about the 1031 process and making calls to a few QI?s, I learned that Exeter is bonded and subject to government oversight, which is apparently not the norm. Exeter was excellent at answering my many questions, including about some tricky scenarios; and they always gave me a lot of confidence. I also learned that Exeter would keep my funds in separate accounts in my name,

Exeter provided excellent service in serving as a Qualified Intermediary for a 1031 Exchange of our rental properties. The team handling my account was very responsive, knowledgeable, and addressed all my technical questions regarding the exchange as well as communicating in a timely manner with the 2 escrow companies involved in receiving the funds from the sale and releasing the funds for the purchase of the rental properties. I would highly recommend the firm if you are planning a 1031 Exchange and I

Exeter 1031 has done a fantastic job helping our clients facilitate their 1031 Exchanges! They are a wealth of knowledge, informative, and prompt. I would recommend Exeter 1031 to any investor thinking about completing an exchange or any investor with questions around exchanges.

My family and I have the pleasure of working with Brenda Doolittle and the Exeter team on our current 1031 Exchange. The knowledge, professionalism and speed of execution are best in class. The team's performance makes for a seamless closing experience.

Bill Exeter has a wonderful team that has help my clients and friends with 1031 exchanges for the last 10 years. Saved my clients hundreds of thousands of dollars, by educating them, provided excellent timely advise. Now that I host the Saving with Steve show. Bill was one the first guest I wanted to have. Besides viewers and listeners were looking for information on tax alternatives when selling their property. Bill delivered as always. Educating our listeners om "What a 1031 is, how it works, what are the

Knowing just about zero about how wonderful a 1031 Exchange might be, our agent directed us to Exeter when we sold our home in Kona, Hawaii and decided to put the proceeds into a nearby rental in Arizona. Everyone at Exeter spent so much time, educating us, explaining everything (over and over, in some cases!) and we were willing pupils. We did the transaction without a single incident, we followed all of the rules and laws explained to us, and we couldn't be more pleased. We thank our agent, Shanna, fro

I highly recommend Exeter 1031 Exchange LLC for exchanging investment properties. They are fantastic! They guided me, a 1st time exchanger, through a challenging exchange, answered all my numerous questions, accommodated my technical challenges and got the job done when I thought it was a loss. If you are looking to defer some investment taxes, call them!

Bill Exeter and team were extremely helpful with my 1031 Exchange. They dealt with all the paperwork in a timely manner and educated me during the 1031 Exchange process. I recommend them highly.

Alineh is the best!! She was very informative and patient answering all of our questions. The company itself is about helping people get through this challenging interaction. We highly recommend!!

I worked with Brenda on closing a 1031 exchange. I represented the buyer and she handled the financial side of the 1031 exchange. This transaction had some unexpected turns and Brenda was right there to process the paperwork and get things done. She was both knowledgeable, professional and timely in her responses! Thank you!

Go with another company that knows what they are doing. Representative told me weeks AFTER the 1031-exchange closed that I will be hit with a taxable event based on the exchange transaction. WHAT! Thereby, defeating the whole point of the 1031-exchange! Unbelievable! I asked why you didn't tell me this earlier when it could have been handled, the tax avoided, and the 1031 done properly? Response was there was some small type in one of the volumes of information available on 1031-exchanges I should have know

I had the pleasure of working with Brenda and although we had some unexpected turns; Brenda was always professional, compassionate and kind in her efforts. Everything was done timely and with great attention to detail. I highly recommend!

Bill, David and his team are phenomenal! If you are looking to do a 1031 or for a qualified intermediary, I would highly recommend you Exeter 1031!

Excellent expertise and service. Thank you.

Integrity integrity professional from top to bottom really good folks to deal with.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.