Partner Resources

Tools and resources for real estate professionals, CPAs, and attorneys to better serve clients with 1031 exchange needs.

Real Estate Agents

Help your clients maximize their investment returns through tax-deferred exchanges.

CPAs & Accountants

Provide comprehensive tax planning strategies including 1031 exchange benefits.

Attorneys

Offer complete real estate legal services with integrated exchange facilitation.

Open a New Exchange File

Submit property details to open a new 1031 exchange file. We'll contact you within one business day to confirm receipt and discuss next steps.

Partner Information

Your contact details as the referring partner

Client Information

Details about your client doing the exchange

Relinquished Property Details

Details about the property being sold

Financial Details

Estimated financial information

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Original purchase price minus depreciation

Your information is secure. Both Jeff and Cheri will be notified of this submission.

Capital Gains Tax Calculator

Use this calculator to compare the tax implications of selling outright versus completing a 1031 exchange. Great for client consultations.

Property Details

Enter your property information

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Washington State has no income tax

Enter Property Details

Fill in the form to see a comparison of selling with and without a 1031 exchange.

Marketing Resources

Access educational materials and referral program information to share with your clients.

1031 Exchange Overview

Comprehensive guide to 1031 exchanges for client education.

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Client Questionnaire

Pre-consultation questionnaire to gather client property details.

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Referral Program Guide

Information about our partner referral program and benefits.

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Timeline Checklist

45-day and 180-day deadline tracking checklist.

View Resource

Co-Branded Marketing Materials

Interested in co-branded 1031 exchange materials featuring your company logo? We can create customized brochures, flyers, and presentation decks for your practice.

Contact Us to Discuss

Why Partner With Olympic 1031?

20+ Years Experience
Same-Day Response
Local Expertise
Referral Program