“Providing personalized, professional and responsive exchange accommodation services nationwide from our home in the heart of California wine country”
A Fresh Perspective

Welcome to the home page of Acacia Exchange Services. We believe you will find our website to be refreshingly different from the websites of other qualified intermediaries.

Our mission is twofold:
1st, to guide you through the exchange process, clearly communicating what is required each step of the way; and 2nd, to provide concise and timely information to you and your advisors. We were founded by a tax professional, and we understand that your advisors are extremely valuable to you. We make sure you have the information they need to assure you receive the greatest possible benefit.

They can best assist you when you are armed with accurate and timely information. The purpose of our website is to give you an introduction to Acacia Exchange Services and to provide a big picture look at tax deferred exchanges. The focus of our website is on the forest rather than the trees. From experience we understand that the myriad rules and requirements of exchange transactions can be confusing and only become meaningful when placed in a big picture framework.

Thank you for visiting and we look forward to being of service to you. Please don’t hesitate to contact us for further information.