Trusted by Professionals Across Western WA

Partner Resources

Tools and resources for real estate professionals, CPAs, and lawyers to better serve clients with 1031 exchange needs.

$250 Client Discount

Same-Day Response

CES® Since 2003

Choose Your Partner Portal

Access tools and resources tailored to your profession.

Exclusive Partner Benefits

Real Estate Agents

Access exclusive tools, resources, and client benefits to help your investors succeed.

$250 client discount
Co-branded flyers
Email templates
PSA addendum language

Access Portal

Tax Season Resources

CPAs & Accountants

Tax reporting guides, client outreach templates, and tools to identify 1031 opportunities on your clients' returns.

Form 8824 guide
Basis tracking tools
Client email templates
Capital gains calculator

Access Portal

New

Attorneys

Attorney-to-attorney partnership. Jeff speaks your language — coordinate on closings, estate planning, and complex exchanges.

PSA & contract language guide
Estate planning reference
Client email templates
Capital gains calculator

Access Portal

Open a New Exchange File

Submit property details to open a new 1031 exchange file. We'll contact you within one business day to confirm receipt and discuss next steps.

How are you submitting this exchange?

Please select which best describes you

Partner Information

Your contact details as the referring partner

Your Name *

Company Name

Email *

Phone *

Partner Type *

Client Information

Details about your client doing the exchange

Client Name *

Client Phone *

Client Email

Relinquished Property Details

Details about the property being sold

Property Address *

City *

State

ZIP Code *

Property Type *

Exchange Type *

Financial Details

Estimated financial information

Estimated Sale Price *

Estimated Basis

Original purchase price minus depreciation

Estimated Close Date

Additional Notes

Your information is secure. Both Jeff and Cheri will be notified of this submission.

Marketing Resources

Access educational materials and referral program information to share with your clients.

1031 Exchange Handbook

Our comprehensive guide to 1031 exchanges covers everything you need to know - rules, deadlines, property types, common mistakes to avoid, and step-by-step instructions. Perfect for sharing with clients or keeping as a reference.

Download PDF Handbook

1031 Exchange Overview

Comprehensive guide to 1031 exchanges for client education.

View Resource

Client Questionnaire

Pre-consultation questionnaire to gather client property details.

View Resource

Referral Program Guide

Information about our partner referral program and benefits.

View Resource

Timeline Checklist

45-day and 180-day deadline tracking checklist.

View Resource

Co-Branded Marketing Materials

Interested in co-branded 1031 exchange materials featuring your company logo? We can create customized brochures, flyers, and presentation decks for your practice.

Free for Your Office

Request a Lunch & Learn

Invite Jeff Helsdon to present a complimentary 1031 exchange education session at your office. Perfect for real estate teams, brokerage meetings, or professional development events. We cover the basics, timelines, common scenarios, and real case studies.

30–60 minute presentation tailored to your team
Lunch provided — no cost to your office
Handouts and Q&A included

Request a Presentation

Free

No cost, no obligation

✓ In-person or virtual

✓ Available across Western WA

✓ Flexible scheduling

Why Partner With Olympic Exchange?

Jeff's QI Experience Since 1990

Same-Day Response

Local Expertise

Referral Program