BP & A PACKAGE

If you choose to have us manage your next tax-free transaction, you buy us, our experience, our professionalism and our plan , we won't drown you in the details, but we will do everything possible to get your deal done and your tax benefits protected. All this for the same small fee as is charged by the captive corporations and national firms who also act as Intermediaries and all handled through escrow.

Here’s what else our clients receive: 

1.           A wealth of income tax and real estate experience.    Our firm is owned and run by a CPA with 23 years experience in both areas.  We work hands-on with some of the largest and most active real estate investors and brokers in Arizona and the West. They have hard questions that must have answers.  A Section 1031 Exchange is a TAX, not a title transaction and should have tax information to support it.  Although we can not give tax advice, you, and your tax advisor and attorney will have the benefit of being able to deal with a professional—a peer who talks their language and gets through to issues important in protecting your money.  Our contractual documentation has been reviewed by many attorneys and tax professionals, who continue to validate our approach.

2. "In the trenches" experience.  We know what IRS audits are all about.  We have conducted them on behalf of our clients and know how they succeed and fail.  We understand what the soft points Agents are looking for and design our transactions to satisfy those requirements.

3.           An answer to your technical questions.   In plain, understandable fashion.  For instance, how will this affect a property settlement?  What if I want to live in this property?  How do lenders fit in?   We will respond to your questions quickly and accurately and have a toll-free number for your use:  800-270-1031 as well as E-mail and Web-site access.

 4.           A cutting edge resource in this area of the law.   We consult with other CPA's and attorneys of the more complex and difficult exchange transactions.  We work all over the United States for a vast variety of assets and taxpayers.  We don't just know it, we teach it in various meetings and groups.  We have published articles and papers and have taught many courses in this area.

5.           Innovation.  We have pioneered a visual, non-numeric depiction of an exchange which has

             helped many clients and realtors understand the concepts that they must to act properly.

 6. Security.  Your funds are held in an account which meets all the criteria of the IRS, yet protects you from disastrous tax consequences.  Every step and every dime is accounted to you.  Funds are held in the bank of your choice, or if you prefer, may be guaranteed by Fidelity National Title, the nations third largest title company.  Each step is designed to provide you with the utmost security.  In addition, our principals are licensed and bonded.  BP & A has never had a client loss. We do not rely on your trust.  Instead we will show you and your advisors specifically and in minute detail how you are protect in every step. 

              BP & A is a member and subscriber to the Federation of Exchange Accommodators, a professional institution which sets the standards and develops strict codes of conduct and ethics for our industry.  Its’ Articles of Incorporation are uniquely designed and constructed to protect you in a way other Intermediaries are not.

 7.         The ability and knowledge to complete Reverse, Hybrid and Improvement Exchanges.  Many firms will not even attempt these more complex transactions.

 8.           A unique corporate structure   Our holding company is uniquely constituted which helps provide security above and beyond the norm.

 9. A hands-on approach.  We will speak to you personally to assure that we fully understand your situation or we will decline your engagement.  We will not take on any engagement unless we can thoroughly discuss issues with the principals.  Often, we find that our initial conference has circumvented some serious problems that unwary clients were headed toward.  We take pride in being able to take a bulky and tedious tax code and make it understandable.  You get our constant attention to dates and actions that will need to be taken.  Our job is to aggressively get answers and actions on your deal, until it is completed.  Hands-on is the way our work is handled

10.         A money-back service guarantee .  Unprecedented in our profession, this provision allows for your full control and satisfaction.  We are professionals who are willing to stand behind our work product and our own risk, not yours.

 11.         Unlimited access.    During the course of your transaction and after it is completed, you and tax preparer have unlimited access to consult on any issues of your exchange.

 12.         Professionalism.     If your exchange is worth the peace of mind of knowing that it is done correctly, give us a call.

We do nothing but tax-deferred exchanges in all 50 states.  We are one of the few firms run by CPA’s.  We have a Certified Exchange Specialist (CES®) on staff, we adhere to the FEA Code of Ethics and we meet or exceed any standard of professional service and security of funds. We pay interest to you on exchange funds we hold for you.  Perhaps more important, our team takes great pride in comprehending what is going on, in knowing the answers to questions, in leading other participants in the exchange process.  In short, we provide that feeling of confidence when you know you are in professional, experienced hands and we have an enjoyable time doing it, which our clients become a part of.

Please call to inquire about how simple the process can be for you. We would be glad to discuss your situation, regardless of whether you need our services or not.