Partner with Sterling Exchanges to provide compliant, seamless 1031 exchange solutions to your clients — with zero risk and full transparency.

Why Use Sterling Exchanges:​

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📚 Expand Your Advisory Capabilities
Offer full-spectrum real estate tax strategy without taking on additional liability or workload.

🤝 Protect and Retain Clients
Clients considering a sale are vulnerable to outside influence. Partnering with us helps keep your firm central to every decision.

✅ Ensure 1031 Compliance
The IRS rules around 1031 exchanges are strict. We handle all required documentation, timelines, and reporting with complete visibility for you and your client.

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How We Work With CPAs:

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1. You Refer Your Client

   We immediately loop you in and maintain an open line of communication.

2. We Coordinate the Exchange

   Our team handles the logistics, timelines, and paperwork — while working closely with you and any attorneys, escrow officers, or brokers involved.

3. You Stay in Control

   You’ll receive updates, docs, and summaries throughout the process. We stay in our lane — and make you look great.

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What We Handle:

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• Like-kind qualification review

• Timeline tracking (45-day ID, 180-day close)

• Exchange structuring (forward, reverse, improvement)

• Entity coordination (LLCs, trusts, partnerships)

• Final exchange summary for tax season

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Ideal Clients for Referral:

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• Investors selling appreciated assets

• Rental property owners seeking to reinvest

• Retirees looking to simplify portfolios

• Commercial owners interested in DST/TIC options

• High-net-worth clients looking for estate planning alignment

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Why CPAs Trust Sterling Exchanges:​

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• No cost to you or your firm

• Fully transparent — we keep you in the loop

• Compliance-first with legal + tax coordination

• Custom marketing support and joint presentations available

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Tools for Your Practice:​

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• Co-branded 1031 exchange guides for clients

• Custom slide decks for your seminars or webinars

• On-call 1031 specialists for Q&A or deal review

• White-labeled marketing materials (optional)

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Let's Partner:​

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Schedule a CPA Strategy Call – Learn how we work with firms like yours. Give us a call at 650-209-0883
[Download the CPA 1031 Toolkit] – Including timelines, FAQs, and client checklists.