Attorney and CPA Alignment
Communication framework linking Phoenix legal and tax advisors with exchange milestones.
Overview
1031 exchanges touch legal and tax disciplines. We facilitate structured briefings, secure document sharing, and boot or recapture analyses so attorneys and CPAs can advise confidently.
Highlights
- Encrypted document vault with role-based access for advisors.
- Boot and depreciation summaries prepared for CPA review.
- Coordination checkpoints before identification and before closing.
Deliverables
- Advisor roster and communication protocol for the Phoenix exchange.
- Boot analysis worksheet outlining cash, debt, and personal property adjustments.
- Post-closing summary with Form 8824 reference data.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
Do you provide tax or legal advice?
No. We support licensed professionals by preparing data, timelines, and documentation so their guidance remains well informed.
How is information shared securely?
We use encrypted portals with audit trails and multi-factor authentication for every upload and download.
Can out-of-state advisors participate?
Yes. We coordinate across time zones while ensuring Arizona-specific requirements remain front and center.
Related Services
Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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