As an Intermediary
We act as a Qualified Intermediary, which means that we help you through the process of completing a tax free exchange and ensure (along with your professional tax advisors) that you are complying with all tax laws, IRS regulations, and IRS rulings.
As a Trustee
We serve as a Trustee for your by holding your funds in our escrow account util your transactions are completed.
As a Facilitator
We communicate with you and everyone involved in the transaction, including realtors, lawyers and title companies, with an eye toward finalizing your tax fee exchange.