Sell your investment property without losing a fortune to capital gains tax.
A 1031 exchange lets you defer the entire tax bill and roll your equity into your next property — but the IRS gives you 45 days, no extensions. Taxulo is the one advisor who runs the whole exchange for you: strategy, intermediary, replacement property, and financing.
25+ Years of Executive Tax & CFO Experience
The Mistake Nobody Warns You About
The 1031 clock starts the moment your sale closes.
Most people find out about the 1031 exchange after they've already accepted an offer — by then, the option to defer tax is gone. Here's the exact clock the IRS holds every seller to, no exceptions for weekends or holidays.
45
180
Days to identify
replacement property
Days to close on
the replacement
If you wait until after closing, it's too late.
The exchange has to be set up before your relinquished property sells — the qualified intermediary needs to be in place, and your sale contract needs the right language. Loop us in while you're still deciding whether to sell, not after you've signed.
The Taxulo Difference
Everyone else in a 1031 exchange works one piece of your deal.
We work the whole thing.
A qualified intermediary just holds your funds. A DST sponsor just sells their own inventory. A generalist CPA files the paperwork after the fact. Taxulo is the advisor who coordinates every one of them, on your timeline, in your interest.
Taxulo
Owns your strategy and timeline end-to-end, and handles the tax filing (Form 8824, depreciation recapture) once your exchange closes.
Independent & Bonded
Holds your exchange funds in escrow so you never take "constructive receipt" — required by the IRS, introduced and coordinated by us.
DST Partner or Lender
Whether you go fully passive with a DST or buy directly, we connect you to vetted partners so you hit your 45/180-day deadlines.
01
STRATEGY
Exchange Feasibility Session
We estimate your capital gain and depreciation recapture, confirm your property qualifies, and map your 45/180-day calendar before you ever list.
03
OPTIONS
Replacement Property Matchmaking
Want to go fully passive? We introduce you to licensed DST options. Want to keep a direct property? We help connect financing too.
02
COORDINATION
Qualified Intermediary Setup
A warm introduction to a vetted, independently bonded QI — set up before your property closes, exactly the way the IRS requires it.
04
COMPLIANCE
Close & Filing
Taxulo's core tax team files Form 8824, documents depreciation recapture, and confirms your debt replacement so you don't trigger "boot."
Who This Is For
Built for property owners at every stage of the exit.
TL
The Tired Landlord
Done with tenants and 3am calls. Wants to sell and go fully passive through a DST — without a surprise tax bill.
TC
Existing Taxulo Clients
Already trust us with your books and tax strategy. This is the same team, extended to your next property move.
EP
The Estate Planner
Building generational wealth through "swap till you drop" — deferring gains for life, with a stepped-up basis for your heirs.
DV
The Diversifier
Too much equity in one property or market. Ready to split proceeds across multiple assets, markets, and asset classes.
"
Everyone else in a 1031 exchange is working one piece of your deal. We're the one advisor working the whole thing.
TAXULO REAL ESTATE ADVISORY
Questions
Before you book a call
Let's Map Your Exchange
Book your free 1031 exchange strategy session.
20 minutes with our Real Estate Advisory team. We'll look at your property, your timeline, and tell you honestly whether a 1031 exchange makes sense for you.
No cost, no obligation
Works alongside your current CPA or agent
Best started before you list your property