Back to Directory
IPX1031: Steve Decker

IPX1031: Steve Decker

Reviews Summary

The reviews consistently praise exceptional professionalism, deep expertise in 1031 exchanges, and outstanding customer service. The team is described as responsive, knowledgeable, and patient, making complex processes simple for both novices and experienced investors. Clients highlight reliability, clear communication, and a willingness to go above and beyond, with many emphasizing they wouldn’t use anyone else. The service is highly recommended for its seamless transactions, educational value, and trustworthiness.

About This Listing

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience

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 Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience

Contact Information

Address

2121 Palomar Airport Rd #330

Carlsbad, California 92011

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Steve Decker is so knowledgeable and great to listen to at a seminar or office meeting. I've been lucky enough to have attended many over the years. Steve makes it easy to understand this complex subject - enough to explain to your client and have faith that you are with a really solid company. A great resource!

IPX 1031 was easy to work with and helped answer all of my questions about 1031 exchanges. Best experience! Steve Decker is truly a professional and goes above and beyond constantly providing updates. This was my second transaction with them and I would highly recommend him and his team to anyone!

I have worked with Steve Decker for many years and there is no better 1031 exchange professional out there. He exclusively handles all of my clients which range from first time private investors to highly sophisticated institutional investors. He is always extremely professional and without a doubt the smartest person in the room when it comes 1031 exchanges. Without question, I highly recommend Steve and IPX1031?s services for all 1031 exchange related needs.

Steve has always been available to help us with 1031 exchange questions and recently helped my husband and I on a transaction. We are soon considering doing a reverse 1031 exchange with Steve because he is so knowledgeable and ready to help us!

I have worked with Stephen Decker over the last 8 years. He is a wealth of knowledge in all things related to 1031?s. He's a great asset to my business. My clients are always appreciative when I connect them with Steve.

Stephen Decker was the beat 1031 Exchange Offer I have ever worked with. He was knowledgeable and helped not only me but several of my clients with their 1031 exchanges. Thank you Stephen for being part of the FAM & I'm so grateful to have you by my side when it comes to 1031s ??????? ??Frances Mouser FAM REALTY GROUP

IPX is super easy to work with. They helped guide me through the 1031 exchange process and made it simple for a novice. I would definitely recommend them to any of my friends that need to do a 1031 exchange. Thank you for your help Steve & Betty.

Steve is a true professional and a leader in the field. Extremely knowledgeable, offers great advice and is generous with his time. A fabulous partner and resource for our clients.

Steve is the BEST! Very knowledgeable and his team is efficient. We won't use anyone else for our 1031 exchanges.

Steve has gone above and beyond on every transaction I have done with him. His vast knowledge and willingness to walk through each step of the 1031 process, puts clients at ease and helps the closing process go that much smoother!

Steve Decker?s knowledge and experience made my exchange seamless and easy. I will continue to use IPX for all my investment properties in the future.

Our Real Estate Team was so pleased with the experience with Stephen and his company. They were responsive, caring and super professional! Their follow up was wonderful as well! Thank you!

I have worked with Steve over the last few years and he is always professional and responsive! He has educated my clients and myself and keeps a very open, clear communication during the entire process. I wouldn't work with anyone else!!

Steve Decker is the only person I think of when it comes to 1031 exchange. The knowledge and professionalism are top notch.

I have known Stephen for a number of years and have used his services extensively. I have found Stephen to be a consummate professional, always willing to pick up the phone and answer a question, and my clients love him!

Very happy and will refer to everyone I know that needs help with a 1031. Invaluable information delivered within the rush that was needed. Thank you tons.

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.