TESTIMONIALS » EXPERT CORNER
RAVE REVIEWS FROM SATISFIED CLIENTS AND PROFESSIONALS
IRC §1031 Exchanges are complex, time-sensitive, regulated transactions that require the fulfillment of specific documentation, deadlines and duties. As a Qualified Intermediary, Exchange Authority has been managing all aspects of these transactions successfully for clients since 1991.
Just as you trust your financial advisor with your investments and your lawyer with your legal matters, you (and they) can trust Exchange Authority with your IRC §1031 Exchange. There are numerous details involved, and we understand every one.
Red through some of the rave reviews we have received from clients and professionals over the years then contact us to help you with your exchange.
"The Best Decision I Could Make"
"As a small real estate investor, I've always heard of a 1031 exchange, but feared the process would be a nightmare. Boy was I wrong! The professional staff at Exchange Authority made the process very easy. They always took the time to answer any question I had. Every person knew the answer. Never once did I hear "I'll check and get back to you". The Exchange Authority is a great value for the levell of service they provide. They will handle my future exchanges". William Mootrey
"I have had the opportunity and pleasure of working with the Exchange Authority many times over the past several years. The Exchange Authority is a trusted colleague and advisor in the 1031 exchange field. I have found the Exchange Authority's pricing to be extremely competitive and its staff to be friendly, knowledgeable and responsive. Every Exchange I perform with the Exchange Authority, I can rest assured will be handled efficiently and professionally. I want to thank the Exchange Authority for the great service I have been provided in the past and that I look forward to working with them in the future". Donna Truex, Esq.
“Choosing The Exchange Authority to handle a 1031 transaction was one of the best decisions I could have made. Both John and Tim are extraordinarily knowledgeable, extremely helpful, and willing to answer the myriad questions of a client who brought a research approach to a new undertaking. They always return phone calls promptly, are on top of all aspects of a transaction, and are infallibly polite and respectful—something that professional women can really appreciate.
They are also creative problem solvers: when things get “stuck” they come up with suggestions and contacts to get a transaction back on track. Moreover, for those doing a 1031 for the first time, the initial brochure is an excellent introduction to the subject; and the extensive tax document that follows the transaction will be appreciated by client and accountant alike. The Exchange Authority provides value for money—no doubt about it. I wouldn’t use any other firm.” K.Sapsin-Fine PhD
"A Breath of Fresh Air"
"I would like to thank you for making the exchange a success. From the sale of the condo to the purchase of the cottage, the work you did was flawless. It took a great deal of pressure off our minds as the proccess unfolded. You were the breath of fresh air we needed. Your sense of humor and good-natured approach was greatly appreciated. Be assured that if we ever choose to go through another exchange, we will certainly ask for your services again and would recommend you and your services to our friends." Sincerely, Bill & Siobhan
"You made the transition very easy with your professionalism and kind demeanor. We look forward to doing business with you again." Sincerely, D.& L. Stead
"We just recieved the complete report and are amazed at the professionalism of your group. Thank you very much!" Kind regards, Z & C Ilic
"Incredible Documentation"
“The book that documents the activity of the transaction is incredible! After my exchange, the documentation allowed me to review the transaction, understand what had taken place and explain it to my accountant.” S.Stoffregen
"Straightforward And Cost Effective"
"Thank you for sending me the most recent volume of your newsletter. I found it to be helpful and informative and appreciate being on your mailing list. [Over the years] I have looked at various other proposals by qualified intermediaries and believe that your services are far more straightforward and cost effective than any of the competition that I have seen." Very truly yours, Fredrick G. Cleveland, McKee, Giuliani & Cleveland
"Responsive, Practical, Effective"
"I want to express my sincere thanks for your very professional, efficient and prompt services. Your expertise and responsiveness enabled this transaction to go forward efficiently with both attorney's offices and made the exchange both practical and effective. It will be a pleasure to recommend your services to others" Yours, R. Shapiro, M.D.
"I just want to take a moment to thank you for the outstanding advice and service we received from you. From our initial contact with your company to the receipt of our check, we were deeply impressed with your knowledge, professionalism and attentive service. Even our lawyer, who deals with 1031 exchanges on a regular basis , was amazed at the level of attention your gave to our exchange and the prompt responses we received to all questions and concerns. I will absolutely recommend your company to any one interested in a 1031 exchange, and would not hesitate to use your services again myself. Thank you!" Sincerely, W.Schor-Haim
"Thanks for your collective honesty and competence in arranging the exchange of properties for me. Especially, I owe all of you my personal thanks for your patience in explaining the procedures of the process to me, a person who has had no prior experience in such matters." R.Johnson
"Superb Work"
"I'm looking at the bound complete report of our exchange sent to us earlier by Tim---the frosting on the cake, so to speak. A simple "thank you" for the superb work accomplished by you and your colleagues seems entirely inadequate. I don't think I have ever had the pleasure and privilege of working with a more professional, competent and thorough group than Exchange Authority. You folks are the best! I appreciate that I had the opportunity to work with you." Best wishes, P. W. Stern
"You folks did an outstanding job and I have already refered you to two other people with possible exchanges." Sincerely, Ray
"You handled some tax deferred exchanges for my clients last year and did such a great job that we want to use your services again for what we hope will be some additional 1031 exchanges". Wolf Soule Realty, LLC
"Effective And Efficient"
"My entire experience with Exchange Authority was positive. Rob Pingeton was excellent with my clients in the initial consultation. Rachel Maynard was super with respect to aiding me in the transactional details from start to finish. I would highly recommend Exchange Authority in the future to clients". Peter A. Saulino, Esq.
"As an accountant I fully understand the tax laws so it is nice to work with a company that can act on my clients behalf to effectively and efficiently save them money.” James DeBiasi, CPA
"We recently had the pleasure of dealing with Exchange Authority. Our experience with this organization was a very positive one from start to finish. We found Exchange Authority to be professional and thorough and would not hesitate to avail ourselves of their services again".
Michael and Diane Skaff
"Always Get The Work Done"
"What I value most about working with Exchange Authority is that they always get the work done and there are never any problems. They are very professional and up front with people so you always understand what is happening with your exchange.” Mike Grandmaison, CPA
"I was very impressed by the level of service. As an attorney you made my job easier". Joe Canino, Esq.
"Very Responsive"
"Exchange Authority is very responsive. They always return calls right away, they are easy to work with and they understand what they are doing.” Shawn Egan, Esq.
"I would like to express my gratitude for the excellent service your company has provided to facilitate my first 1031 property exchange. As I am sure you know, the exchange is very important financially and also adds complexity at tax time. The entire exchange process went very smoothly. I was impressed by the book of exchange documents I received on completion of the exchange. I was even more impressed by the quick and helpful responses you and the other staff provided to my questions. I will definitely make use of the Exchange Authority for my next exchange and recommend your services to anyone who might require this service". Eric Kleinberg
"Answer Every Question"
“When you work with Exchange Authority you have all the access to the knowledge and resources you could possibly need to ensure your transaction is successful. They are incredibly generous with their time and are willing to answer every question.”John Sutherland, Esq
"Mark, Thank you so much for visiting our office and giving such a professional presentation. I have included your company on our website as a recommended vendor". Thanks Again Mark
"Very Knowledgeable"
“Exchange Authority’s service is excellent. They are very knowledgeable and always make themselves available to answer questions.” Christine Giulini, Esq.
“Exchange Authority is very knowledgeable. They don’t just answer questions, they give great answers in a very timely manner.”
Seth Stoffregen, Esq.
“I was just bowled over by your presentation and the reports. In all my years in accounting and tax services, I have never seen such total command of the subject. I will certainly be referring you to all my CPA associates." Best Regards, Brenda
"Your Company Is Extremely Professional"
"Thank you for all your help. Your company is extremely professional and easy to work with. I referred your company to a realtor last week. Hope we get the opportunity to work together again in the future"
Ronnie Evans, Noble Title & Trust
"Thank you for your courteous and professional service. Your thorough knowledge on the subject of 1031 exchanges, along with your outstanding documentation package makes working with Exchange Authority easy. I would refer you with confidence to anyone in need of qualified intermediary service".
Richard Cella, Esq.
