Benefits for CPAs

As a Certified Public Accountant, your business is focused on the financial well-being of your clients. At Liberty 1031, we share the same vision. That's why we focus on providing your clients with a simple 1031 Exchange process. As you already know, a 1031 Exchange is a great way for your clients to defer capital gains tax on the sale of business or investment real property. But perhaps more importantly, it can help them achieve larger financial goals.

Source of Knowledge and Experience
As a Qualified Intermediary, we facilitate capital gains and other tax deferral for your clients with unparalleled expertise. We can also help answer your questions on 1031 Exchanges and show you what 1031 means for client loyalty and client development.

Enhanced Client Relationships
Our relationship with your clients is one of a trusted, experienced Qualified Intermediary. We provide your clients with the information, documentation and mechanics to make their experience simple and smooth. In turn, your role as trusted advisor in helping them achieve their goals is reinforced.

Confidence and Peace of Mind
Our work is bonded and insured. Our nationwide coverage ensures that transactions are completed with the highest regard for differences in state and local laws.