Nationwide Replacement Search
Curated single tenant retail and shopping center inventory vetted for credit, yield, and time-in-market.
View serviceReporting
Form 8824 Preparation Support
Documentation assembly and coordination with CPAs for accurate IRS Form 8824 filing.
Form 8824 preparation support provides documentation assembly and coordination with CPAs for accurate IRS Form 8824 filing for Orange County investors. This service gathers exchange documentation, property details, timeline information, and related party disclosures needed for Form 8824 completion. We coordinate with CPAs to ensure accurate form filing and maintain documentation for IRS review. Orange County investors benefit from comprehensive Form 8824 preparation support ensuring accurate tax reporting.
What is included
- Exchange documentation assembly and organization
- Property detail and value information gathering
- Timeline and date documentation coordination
- Debt and boot information compilation
- Related party disclosure preparation
- CPA coordination for Form 8824 completion
- Form 8824 review and accuracy verification
- Documentation maintenance for IRS review
Common situations
- Orange County investor needs Form 8824 preparation support
- Complex exchange requiring detailed Form 8824 documentation
- Investor seeking comprehensive Form 8824 coordination with CPA
Frequently asked questions
What is Form 8824 in Orange County, CA?
Form 8824 is the IRS form reporting like-kind exchanges. Orange County investors must file Form 8824 with their tax returns reporting exchange details, timelines, and related party information.
What information is required for Form 8824?
Form 8824 requires property descriptions, dates, values, debt information, and related party disclosures. Orange County investors receive documentation assembly and coordination ensuring complete Form 8824 information.
How do you coordinate Form 8824 preparation with CPAs?
We assemble exchange documentation and coordinate with CPAs for form completion. Orange County investors benefit from synchronized Form 8824 preparation ensuring accurate filing.
What documentation is needed for Form 8824?
Form 8824 requires exchange agreements, closing statements, identification documentation, and related party disclosures. Orange County investors receive comprehensive documentation support for Form 8824 preparation.
When is Form 8824 filed?
Form 8824 is filed with annual tax returns for the year exchange is completed. Orange County investors receive Form 8824 preparation support coordinating with tax filing deadlines.
What happens if Form 8824 is filed incorrectly?
Incorrect Form 8824 filing can trigger IRS review and potential exchange disqualification. Orange County investors benefit from accurate Form 8824 preparation preventing filing errors.
Example of the type of engagement we can handle
Example capability
Service type:
Form 8824 Preparation Support
Location:
Orange County, CA
Scope:
Prepare Form 8824 documentation and coordinate with CPA for $4.5 million exchange
Client situation:
Investor completing exchange needing Form 8824 preparation and CPA coordination
Our approach:
Assembled exchange documentation, gathered property details, compiled timeline information, prepared related party disclosures, coordinated with CPA for form completion
Expected outcome:
Form 8824 documentation complete and accurate, CPA coordination successful, form ready for filing
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
Related services
Filter neighboring services or send a custom request.
NNN Deal Underwriting
Lease abstracting, rent roll verification, and scenario modeling tailored to hands-off exchange buyers.
View serviceSale Leaseback Advisory
Sourcing corporate sale leaseback opportunities with structured rent escalations and cap rate clarity.
View serviceZero Cash Flow Navigation
Structuring ZCF and DST pairings when debt replacement or passive positioning is the priority.
View service45 / 180 calculators
Identification rules
Three Property Rule
Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.
Two Hundred Percent Rule
Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.
Ninety Five Percent Rule
If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.
Identification letter helper
Identification Letter 11/16/2025 Qualified Intermediary, Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA. Replacement properties: 1) ____________________ 2) ____________________ 3) ____________________ I confirm these properties meet the like-kind and value requirements as of today. Signature ____________________
Timeline tracker
Day 0
Close relinquished property in Newport Beach, CA.
Day 15
Secure intermediary receipts and wire instructions.
Day 30
Begin physical and financial due diligence on preferred assets.
Day 45
Submit identification letter with up to three properties.
Day 90
Lock financing, finalize PSA adjustments, order closing docs.
Day 180
Complete closing with escrow and intermediary coordination.
1031 Exchange Orange County
Kick off Form 8824 Preparation Support today.
Share your timeline and we will deliver compliant identification support within one business day.