Peak 1031 Exchange

Peak 1031 Exchange

Reviews Summary

Peak 1031 Exchange receives consistently outstanding reviews for their professionalism, expertise, and responsiveness in handling 1031 exchanges. Clients praise their seamless process, clear communication, and ability to manage complex transactions with multiple properties or tight deadlines. The team is described as knowledgeable, patient, and highly reliable, often going above expectations to guide first-time users. Their flat-fee structure and proactive reminders are appreciated. Many highlight stress-free experiences and strong recommendations due to their attention to detail and exceptional customer service.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Real Estate
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
Real Estate
Multi-state Experience
Cross-border Taxation

Contact Information

Address

5900 Canoga Ave Suite 360

Woodland Hills, California 91367

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I couldn't be more impressed with Joshua?s team at Peak Exchange. My transactions were quite complicated, involving multiple properties and strict deadlines, but they handled everything with utmost professionalism and expertise. They were incredibly responsive and knowledgeable, guiding me through every step of the 1031 exchange process with clarity and confidence. Their attention to detail and commitment to ensuring a smooth transaction made a potentially stressful situation so much easier for a first time

Peak 1031 Exchange is a great company to work with for your 1031 Exchange needs. It was a pleasure working with Steve, Ariel, Linda and the rest of the team. They are very professional and on top of everything to make sure all the deadlines are met and the transaction goes smoothly. They did a great job on a previous transaction and we'll be using them again for our next transaction

The PEAK 1031 Exchange, Inc. team assisted me with my 1031 real estate exchange, Ariel and Stephen are professionals and great to work with, I'm looking forward to the next deal with them!

Peak Exchange handled a 1031 exchange for me recently, and I am very satisfied with the services they provided. They were a great source of information; their communications were always professional and prompt. Every person that I dealt with at Peak was helpful and polite. I also appreciated their flat-fee approach so that I knew what to expect. I highly recommend Peak Exchange.

The Peak Exchange team is awesome. I worked with Steven, Ariel and Linda. They explained everything perfectly and were always instantly available and responsive. Gave multiple reminders of deadlines along the way. Fees were also very reasonable. Could not recommend them more!

we had three 1031 Exchange Experiences with Peak 1031 Exchange. On all three Peak 1031 Exchange staff treated us with utmost professionalism. Answered all our questions and requests promptly. They explained our options in detail and to our satisfaction. We strongly positively recommend Peak 1031 Exchange as the best in the business.

Peak 1031 Exchange was amazing. I had lots of questions about all my different 1031 options, from forward to reverse exchanges and both Josh and Ariel took the time to explain everything to me. Highly recommend and won't hesitate to use them in the future :)

I had the opportunity to work with Peak 1031 Exchange and particularly Linda Gonzalez. This was my first time working with them and I have never had an easier experience dealing with real estate than this. They explained and handled the process for me start to finish. Anytime I had a question I was able to call and speak with Linda. They are professional, reliable, friendly and honest. I look forward to working with them in the future and would recommend anyone I know to work with Peak 1031 Exchange.

I recently worked with Peak 1031 Exchange, and I'm thoroughly impressed. If you're considering a 1031 exchange, choose Peak 1031 Exchange for a seamless experience. I was new to this process and the team's deep expertise stood out to me. They answered all my questions promptly, making the complex process easy to understand. Their transparency on fees was refreshing, and the value they provided exceeded expectations. In summary, Peak 1031 Exchange is the go-to choice for a stress-free and rewarding 1031 ex

I've used Peak Exchange for years. They've guided us through very complicated transactions and they've caught many errors which were caused by personnel OUTSIDE their firm. In other words, they are my "CYA" and I feel fortunate to have found this professional, competent team! THANKS, PEAK EXCHANGE!!

Another successful 1031 exchange thanks to Josh and the entire Peak 1031 Exchange team. as usual, it was a simple and seamless process from start to finish...we couldn't be happier. If you are contemplating a 1031 exchange, these are the folks with which to partner!

I recently completed a 1031 exchange transaction with the assistance of the Peak Exchange team and could not be happier with the overall process and outcome. Having the Peak Exchange team assist me with my transaction (which included several replacement properties) was the best decision I could have made. They made the process extremely easy for me. They handled the entire process by working directly with my broker which resulted in not much additional effort on my part. With their assistance, my first 1031

I have been in the mortgage and real estate industry since 1987 so what I have to say comes from a long career in the industry. Peak 1031 Exchange has helped our clients and this last transaction on my personal exchange. They are knowledgeable, experienced and their customer service is absolutely first class.

Awesome team here at Peak 1031. My last 1031 exchange was a bit different than my past exchanges. Peak 1031 helped make the process simple for me. They offered great oversight during the process, and were quick to answer any and all questions.

Everyone I dealt with at Peak was above and beyond. I don't write reviews often, but the folks at Peak were so great that I was moved to do so! The entire team was patient, kind, professional, knowledgeable, courteous and prompt in every way. They even provided PDFs that were so helpful in better understanding the various parts of the process. Every time I had a question, they responded quickly and kept me on tract every step of the way on the timeline. It was such a pleasure to have their assistance for

I worked with 5 or 6 members of their team over a period of several months (on a multi-million dollar exchange) and found each person that I dealt with to be knowledgeable, courteous, service-oriented and very helpful. I would not hesitate to work with Peak 1031 Exchange in the future.

Ariel and the Peak team are always very responsive, timely, and communicative throughout the entire 1031 exchange process. Their professionalism is comforting, and we appreciate their hard work in getting our transactions done!

Peak 1031 Exchange was great to work with, I engaged them when the closing was only 2 day away, and they setup everything for me. They also actively communicated with the Title company for all the documents and requirements so the transaction was a smooth one. Pleasure to work with the team!

Ariel at Peak 1031 Exchange is thorough, thoughtful, respectful, responsive, and diligent. I highly recommend the company for any future transaction of this kind. Very satisfied customer. Thank you Ariel for the professionalism and dedication.

I first used Peak's exchange intermediary services several years ago. I found them to be very efficient, reasonable, and easy to work with at that time, so when I needed intermediary services again last month, I contacted them again, knowing that they'd have added to their experience level even more. Because everything is now done by emails and electronic signing, and since I was copied on all correspondence between all parties involved in my exchanges even when no response was needed from me, I knew exactl

I searched for an exchange company to assist in a rather complex 1031 exchange. The team was very professional, efficient with our time and very knowledgeable. We must have talked over ten times throughout the process and each time they were able to answer our questions and provide guidance so as not to break our 1031 exchange. Couldn't be happier with their service and will definitely use Peak Exchange again.

Peak 1031 Exchange was professional, kept us updated constantly and was always a step ahead of us. They were more than helpful with every property transaction they did for us! Couldn't have been any better than Peak!

The team over at Peak 1031 was absolutely instrumental in helping me and my client complete a complicated, somewhat late in the game, 1031 exchange. A reverse 1031 exchange to be exact, which requires so many more moving parts to be handled, explained and carried out. Joshua and his team came through in a crunch and the the client was ecstatic with the result. Thank you so much for all your efforts! I am definitely a new fan of Peak 1031

My experience with Linda at Peak Exchange was exceptional. I felt supported throughout a lengthy and complicated process and they are truly professional and experts in their field. Highly recommend to others just as they were highly recommended to me by my CPA.

Great job Peak Exchange. I just wanted to thank you for doing such a great job helping us with the 13 homes we purchased in Texas in my 1031 exchange over the last 2+ months. Linda Gonzalez was a pleasure to work with and very responsive. It was a lot of moving pieces with all the various deposits and closings, all in a super tight time frame. Zero problems and 100% accuracy. Nice job! Highly recommend to anyone.

Peak 1031 Exchange was SOOOO helpful. This process can be confusing and they helped us every step of the way. Their team is knowledgeable, professional and extremely fast to respond. I would highly recommend them to anyone needing a 1031 exchange provider.

Just finished second exchange with Peak 1031 Exchange team. Ariel, Joshua, Joan and Steven were very knowledgeable and efficient. Always available and fast to respond. So easy to work with them. Recommend 100%!!!!

The service and process I received from Peak 1031 Exchange was very smooth well explained and detail during my transaction, for me understand every detail. I am very pleased with. the services they provide.

The team at Peak 1031 Exchange made this process so easy for me. I was unsure about the process from the start, and they provided me with easy-to-follow information, and guided me through the entire process from start to finish. If you need to do an exchange, don't hesitate to reach out to them.

Joshua and his team rock! They were able to help make a very complicated process easier to understand. They not only were able to explain the details but were extremely patient in doing so. We really appreciated their help with this journey. We would definitely recommend Joshua and his team at Peak 1031 Exchange to and your family if you are planning to do a 1031 exchange at any time in the future.

Our company has worked with Peak1031 Exchange on several exchanges. With their guidance we were able to accomplish our objectives in a timely fashion without complications. We are grateful for their expertise and would not hesitate to engage their services on our next exchange.

The entire team at Peak went above and beyond when it came to working with my families exchange. This group is dedicated and punctual, with an eye for accuracy and made our lives easy! Thank you Peak team!!

These guys are great to work with. I had the pleasure of working with Linda and a few others on the team, and they are all patient and took care of our exchange to perfection. This is now our goto 1031 accommodator. Big thanks Josh, Linda and all the team over at Peak 1031.

The best way to understand truly the value that Peak 1031 Exchange brings to an exchange transaction, is to consider what is at stake should something go wrong and Invalidate a tax exchange. So many times, it seems that our 1031 exchanges are going well. And for these instances, who the exchange company is may not matter. (Yes, for easy transactions; any accommodator may do.) But, when things are seriously at risk of going sideways; or some-last minute unbeknown surprise jeopardizes us, we want the best

Hi Joshua, I wanted to take a moment to thank you for your help and support on our 1031 exchange at 970 Soares Dr Nipomo CA. When we were coming down to the wire and the lending agent was not getting confirmation that our 1031 funds were on deposit with Fidelity, you assured us they where and went the extra mile to get us a 3 way call with Fidelity who investigated and saw the funds were indeed on board. We appreciated the professionalism and timeliness Peak Exchange showed us not to mention your reasonabl

My journey from start to finish with Peak was as peaceful and relaxing as one could wish for. All I came in contact with were competent, knowledgeable and most importantly, courteous. Something our today's world seems to have misplaced. I was left with a feeling my money was taken care of as if it was their own.... safely.... and securely. It's not hard dialing up 5 stars for their performance.... they earned it !!! Now, let them prove it to you as well. It's a slam dunk. Cheers

Today we closed another deal with the great cooperation and coordination of the Peak 1031 Exchange team. Thank you to all for what you do to make the process seamless and successful.

This is the second time Peak 1031 exchange has coordinated the exchange for me. They are professional, quick to respond and answered all of my questions. Linda Gonzalez was extremely helpfull. I highly recommend the team!!!

Josh and Ariel are a stellar team! They provided tons of guidance through my 1st 1031. They were also very responsive and helped me reach my deadlines. I highly recommend their team at Peak Exchange.

I used Peak for 2 properties and they did a great job on both! They were very easy to work, with answered all my questions, and kept me on track. When it came time to close the uplegs everything was seemless.

Peak 1031 Exchange consistently delivered 5 star quality support with our financial transactions. They where very responsive and on top of all our needs. You will not find a better exchange company in the greater Los Angeles area. Vasili and Katherine

Just completed an exchange with this company and all I can say is that it exceeded my every expectation. I was kept informed and updated throughout the process and I always felt like I was in good hands. For a transaction that can involve huge sums of money and large tax implications, I felt very secure and confident in their abilities. Highly recommend this company for their 1031 exchange services!

Just completed both sides of a 1031 transaction with Peak 1031 Exchange and their service and communication was spot-on perfect. Seamless transactions on both ends. Thank you Josh and Tim. Highly recommend this company for 1031 exchange transactions.

First time using an 1031 Exchange and it went seamless on Peak?s end. Even after we fell out of escrow and had to start over with a new one.

Was recommended to Peak 1031 Exchange and they were excellent beyond compare. From the initial phone call they told me they would take care of everything and from then on...they ACTUALLY took care of everything! Whenever we needed documents or transactions to take place, bam! they were right there, on my team, GOT! IT! DONE! thank you so much for the great service you provided and for being on my side.

Great experience with Peak 1031 Exchange. It was my first exchange and it went super smooth. Very knowledgeable staff, always available to answer any questions.

Not my first time working with this group. They are excellent at what they do. Efficient, patient & extremely knowledgable. We are in such good hands with them and will continue to give them our business!

We have used Peak Exchange for several transactions and find them to be responsive and knowledgeable. I would highly recommend them for Exchange Services.

I recommended Peak 1031 exchange. Linda was very helpful, effective, and great service.

Always a very professional and organized experience. They make the exchange process run very smooth with great communication and dedication to the process.

Arial has worked with me for years and I always feel confident and protected. Thank you Peak!

Ariel and team made this process so easy. I was hesitant (and i'm not even sure why), but now I know a 1031 was the best option for me. Thank you!

Outstanding partner through the process. Thank you Peak team!

Very knowledgeable individuals who recommended an attorney who was also helpful in my complicated 1031.

Best communication, all precise and on time , easy to work with and very professional , highly recommend them , thank you all

Excellent team, best in class - highly reliable and quick to communicate.

Very knowledgeable, friendly and rapid response for any question. Excellent work.

Great people, courteous, efficient, and fast. Most importantly, knowledgable.

Excellent service. Fully professional.

Great customer service!

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.