Exchange Services, Inc. is a Montana based company that specializes in delayed, simultaneous, reverse, build-to-suit and personal property 1031 tax-deferred exchanges. ESI also offers customized small business bookkeeping and payroll services.
Catherine Witmer, President.
Catherine graduated from the University of Rochester in 1986. Since becoming a qualified intermediary she has completed thousands of exchanges. Along with her exchange services, she also maintains a bookkeeping payroll business and provides escrow services through Escrow Montana.
Exchange Services, Inc. is a Montana based company that specializes in delayed, simultaneous, reverse, build-to-suit and personal property 1031 tax-deferred exchanges. Catherine Witmer founded this company in 1996 to provide knowledgeable and experienced qualified intermediary services to investors and real estate professionals throughout the United States. We promptly contact all parties involved in your transaction to ensure the validity of your exchange. By strict adherence to the Internal Revenue Service safe harbor regulations on tax-deferred exchanges, we provide carefully drafted documents and pertinent information, as needed, to ensure a successful transaction.
Additionally, Exchange Services, Inc. offers small business bookkeeping and payroll services that facilitate the smooth and successful functioning of your business. Our automated processes, increased efficiency and lower costs permit clients to invest more time and energy in their core business activities. We are totally committed to a personalized approach in assisting our customers. We operate your back office for your bookkeeping and payroll needs and work to customize our services with your specific business requirements.
1031 Exchange Intermediary, Small business bookkeeping, payroll, and back office support.
