Audit Support in Houston, TX

Audit Support provides comprehensive documentation and assistance for IRS audits of completed 1031 exchanges, ensuring investors can demonstrate compliance with all exchange requirements. This service is designed for those who want to be fully prepared for potential IRS review, with organized records that clearly show the exchange qualified for tax deferral. Our approach includes maintaining detailed chronologies, property valuations, and all supporting documentation in an audit-ready format.

The IRS may audit exchanges several years after completion, requiring access to all original documentation including identification notices, escrow records, and closing statements. We help investors organize this information systematically, creating clear audit trails that demonstrate compliance with the forty five day identification and one hundred eighty day exchange completion rules. Our Houston, TX location enables us to work with Texas investors while providing nationwide support.

Qualified intermediaries play a crucial role in audit support, as they maintain the official exchange records and can provide testimony if needed. We coordinate with intermediaries to ensure all fund transfers, property identifications, and exchange documentation are properly preserved and easily accessible. This comprehensive approach minimizes audit risk and provides confidence that your exchange will withstand IRS scrutiny.

Our audit support extends beyond documentation to include strategy for responding to IRS inquiries, preparation of audit responses, and coordination with tax professionals. We ensure all aspects of the exchange are thoroughly documented, from the initial property sale through replacement property acquisition and final exchange completion.