Complete the Tax Optimization Picture for Your Clients

Partner Program for 1031 Exchange Facilitators

Your clients defer federal taxes through 1031 exchanges. Help them reduce property taxes on replacement properties too—and earn commissions on every successful referral.
  • Many owners can save $1,000's per property.
  • Earn referral commissions for successful protest.
  • We earn only 25% of what we save. No savings, no fee.
1031 Exchange Facilitators
As Seen On

1031 exchange facilitators help investors defer capital gains taxes through like-kind exchanges. But federal taxes aren't the only burden—replacement properties often come with inflated assessments. When you connect exchangers with TaxDrop, you provide complete tax optimization that protects their investment gains. Learn more about reassessment. Learn more about rental property tax strategies.

Help Clients Save on Property Taxes Today

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Why 1031 Exchange Facilitators Partner With TaxDrop

High-Value Clients

Exchangers are sophisticated investors buying significant properties. Replacement properties often have substantial tax reduction potential.

Natural Extension of Your Service

You already discuss tax efficiency. Property tax optimization is a logical add-on that demonstrates comprehensive expertise.

Complete the Tax Savings Picture

Your clients care about minimizing taxes. Property tax reduction on replacement properties complements the capital gains deferral you already provide.
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What Your Exchanger Clients Get

  • Free savings estimate per replacement property
  • Expert-built appeals by licensed consultants
  • Zero upfront cost—only pay if they save

When to Share TaxDrop With Clients

  • At Exchange Completion: When replacement properties are acquired, include property tax review as a recommended next step.
  • During Property Identification: When exchangers are evaluating replacement properties, mention that property tax costs should be reviewed post-acquisition.
  • For Repeat Exchangers: Clients doing multiple exchanges over time should review taxes across all properties they've acquired.

Become a TaxDrop Partner Today!

Benefit your clients with property tax savings while earning $20 for every referral.

Join the Partner Program

FAQs

How do replacement properties relate to property tax appeals?

Replacement properties acquired in exchanges often have inflated assessments based on recent purchase prices. Appeals can reduce taxes to fair market levels.

Does buying trigger reassessment in California?

California Prop 13 limits increases for existing owners but purchases trigger reassessment to current value. If that new assessed value is inflated it can be appealed.

What about properties exchanged into Texas?

Texas reassesses all properties annually based on market value. New acquisitions should always be reviewed for potential overassessment.

Can exchangers with properties in multiple states use TaxDrop?

TaxDrop serves California and Texas. Exchangers with replacement properties in those states can benefit regardless of where relinquished properties were located.

When should exchangers check their new assessments?

Immediately after exchange completion and receiving the first assessment notice. Early appeals maximize ongoing savings.