(408) 377-6700
XChange Solutions, Inc., based in California, is an independent 1031 exchange intermediary founded in 1996 by Kevin Hereford. The company operates offices in San Jose, San Mateo, and Santa Cruz, California; Reno, Nevada; and Seattle, Washington. As a member of the Federation of Exchange Accommodators, XChange Solutions offers extensive expertise in local and national exchanges, including specialized knowledge in reverse and improvement exchanges. The team, with over 50 years of combined experience, provides in-depth understanding of relevant tax codes and conducts over 20 hours of tax-related education annually. They are recognized for handling thousands of exchanges and offer robust security measures for transaction funds, including a $3,000,000 fidelity bond and special bank withdrawal documentation requiring the exchanger's signature. XChange Solutions meets all "Safe Harbor" requirements set by the Treasury Department and IRS, ensuring compliance and mitigating risks related to agency or related party issues. They also offer educational resources, teaching over 100 accredited classes annually to real estate agents and accountants in California, Nevada, and Washington.
Are you the owner?
Forward Exchange
Improvement Exchange
Reverse Exchange
California
Deferred's AI 1031 Research Assistant is trained on 8,000+ pages of US tax law and outperforms human CPAs by 22%+
CHAT NOW
Not all of the information below was verifiable. Are you the business owner?
We have verified this information with the business directly.
The business has not claimed their profile and verified their information.
This business is a member of the Certified Exchange Specialists organization.
It's not clear if this business is a member of the Certified Exchange Specialists.
Number of verified exchanges performed by the business.
It is unclear how many 1031 exchanges this business has completed.
The amount of Errors & Omissions insurance coverage this business maintains.
It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.
The amount of Surety Bond coverage this business maintains.
It is unclear if this business has a surety bond or how much coverage they maintain.
