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1031 Qualified Intermediary

XChange Solutions, Inc.

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.

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Services & Pricing

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Forward Exchange

Unknown

Improvement Exchange

Unknown

Reverse Exchange

Unknown

Coverage Area

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California

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Who works at XChange Solutions, Inc.?

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Kevin Hereford
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Business Info

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CES Certified

This business is a member of the Certified Exchange Specialists organization.

CES Certified

It's not clear if this business is a member of the Certified Exchange Specialists.

Exchanges Completed

Number of verified exchanges performed by the business.

Exchanges Completed

It is unclear how many 1031 exchanges this business has completed.

Years of Experience

Number of years XChange Solutions, Inc. has been in business.

Years of Experience

It is unclear how long XChange Solutions, Inc. has been in business.

E&O Insurance

The amount of Errors & Omissions insurance coverage this business maintains.

E&O Insurance

It is unclear if this business has Errors & Omissions insurance or how much coverage they maintains.

Surety Bond

The amount of Surety Bond coverage this business maintains.

Surety Bond

It is unclear if this business has a surety bond or how much coverage they maintain.

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