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No two exchanges are alike so you'll want an experienced facilitator.
Your Xchange Solutions facilitator has done hundreds of exchanges and is knowledgeable about relevant sections of local, state and federal tax codes. You'll understand your options clearly so you can make the right decision for your unique situation.
Headquarters - San Jose, California
3031 Tisch Way, 9th floor, San Jose 95128
Office: 800-410-1031 or 408-377-6700
Xchange Solutions headquarters and the office of founder, Kevin Hereford is in San Jose along with our administrative staff, master files, all documentation and banking. An array of educational events are offered including in-office presentations. DRE qualified continuing education classes are held in Oakland, San Jose and San Francisco.
A Certified Exchange Specialist, Jonathan's expert ability is fueled by his undergraduate studies in business economics at the University of California, Santa Barbara. Jonathan is knowledgeable in each type of exchange transaction and is eager to assist clients with their unique tax deferred exchange.
Ron Walken staffs the Seattle, Washington office. Ron is experienced with all types of 1031 exchanges, and teaches an array of Washington State approved continuing education classes for real estate agents and accountants throughout the greater Puget Sound, Washington area. Full bio
You can benefit from the experience and expertise of the Xchange Solutions team to get accurate, helpful information. For peace of mind call or email one of our easy to reach facilitators today.