ACCOUNTANTS » FINANCIAL PLANNERS

ACCOUNTANTS

We understand that you make every effort to ensure your client has proper documentation to support for every financial transaction.  When you refer a client to Exchange Authority, you can be sure we will fully document the exchange at its conclusion and prepare a report inclusive of all evidence that your client may need in the unlikely event of an audit.

We also understand your time is valuable so we prepare FORM 8824 for you and your client with all of the supporting calculations.  Our documentation will save you hours of preparation during tax time and provide a complete audit trail of all activity.  If you have a client considering an Exchange, send them to The Authority, Exchange Authority, you can be certain your clients will receive the highest degree of attention and customer service.

For a sample CPA Report, Click Here to fill out the Report Request Form in the Resource Library.