AutoDefer
Defer taxes on real estate and business assets for as long as the law allows.
AutoDefer plans the deferral, files the returns and keeps the books that make it possible: 1031 exchanges, opportunity zone structuring, partnership and S corporation filings, GAAP statements and quality of earnings for acquisitions.
What a first call covers
- The assets and entities you hold, and what is about to be sold or bought.
- Your exposure: federal, state nexus, and the gain sitting in each asset.
- The deferral routes that fit, with the trade-offs stated plainly.
- A quote. Every engagement is priced after we see the exposure, never before.
Services
Tax strategy and filing
End-to-end planning and proactive deferral strategies, then the returns themselves: partnership (Form 1065), S corporation (Form 1120S) and personal. Multi-state returns are quoted after we review exposure and nexus.
1031 exchange advisory
Suitability, basis and deferred-gain math before the sale; documentation and boot avoidance alongside the Qualified Intermediary during it; adjusted basis, reporting and the next exchange after it. We find and recruit the QI.
Accounting for investors and acquirers
Monthly bookkeeping, reconciliation and GAAP financial statements. Pre- and post-acquisition accounting so the numbers a lender or buyer sees are the numbers that exist.
Quality of earnings
QoE reports for acquisition due diligence: earnings sustainability, non-recurring items, working capital requirements, on either side of the transaction.
Opportunity zone structuring
Qualified opportunity fund structuring for gains you intend to roll into a qualifying project, coordinated with the rest of the plan rather than bolted on.
Payroll
Delivered through QuickBooks Online and Gusto, so payroll, books and the return come from one set of records.
1031 exchange: what we do at each stage
We evaluate whether a 1031 exchange fits your situation, calculate your current basis and the gain you would defer, and structure the transaction around the 45-day identification and 180-day closing windows.
An independent Qualified Intermediary holds the funds. We coordinate with them on documentation, keep cash and debt relief from becoming taxable boot, and answer the tax questions as they come up.
Correct reporting, the new property's adjusted basis, and a plan for the next exchange or the exit, including estate considerations around the step-up in basis.
Who this is for
Real estate investors and syndicators
Selling one property to buy the next, or holding several entities that each file a return.
Business acquirers
Buying or selling a company and needing the books, the QoE and the tax structure to line up before closing.
Funds and holding companies
Monthly statements, K-1 season without surprises, and deferral planned a year ahead instead of in April.
AutoDefer does not guarantee tax savings. We present the options with their pros and cons and implement what aligns with your goals and risk tolerance. Nothing on this page is tax or legal advice for your situation until we have reviewed it.
Frequently asked questions
What is a 1031 exchange?
A 1031 exchange, named for Section 1031 of the U.S. Internal Revenue Code, is a tax-deferral strategy for real estate investors. It allows an investor to sell a property held for business or investment purposes and reinvest the proceeds into a new like-kind property, thereby deferring capital gains taxes on the sale.
What are the requirements for a 1031 exchange?
Both properties must be held for investment or business use and be like-kind. You must identify potential replacement properties within 45 days and acquire within 180 days of the original sale. Personal residences are not eligible.
What is a Qualified Intermediary?
A Qualified Intermediary is an independent third party who holds the funds from the sale of the relinquished property and uses them to acquire the replacement property on the investor's behalf, ensuring compliance with IRS regulations.
How long can I defer taxes with 1031 exchanges?
A 1031 exchange defers taxes indefinitely through subsequent exchanges. When an investor passes away, beneficiaries may receive a step-up in basis, potentially eliminating the deferred capital gains tax liability.
What is boot in a 1031 exchange?
Boot is any portion of the exchange that does not qualify for tax deferral and is treated as a taxable gain. This includes receiving cash proceeds or a net reduction in mortgage debt.
Can AutoDefer prepare and file my taxes?
Yes. We prepare partnership returns (Form 1065), S corporation returns (Form 1120S) and personal returns for real estate investors and businesses.
Do you offer tax planning or advisory?
Yes. Tax planning and advisory for real estate investors and enterprises, including 1031 exchange coordination and qualified opportunity zone structuring.
Do you provide payroll?
Yes. Payroll is delivered through QuickBooks Online and Gusto.
Can you handle multi-state returns?
Yes, quoted after we review exposure and nexus.
Will you guarantee tax savings?
No. We present options with their pros and cons and implement what aligns with your goals and risk tolerance.
Start with the exposure review
One call. We look at what you hold and what is about to move, and you leave with the deferral routes that fit and a quote.