Automatically defer your taxes
Our system attempts to defer your taxes on assets and real estate as long as possible. Leverage AutoDefer's network for complete accounting and legal tax deferral for real estate or M&A.
Trusted by professionals worldwide
Tax Deferral Advisory
Expert guidance to strategically defer your tax obligations while maximizing asset value and maintaining compliance with current tax regulations. Beyond traditional accounting, we specialize in Pre & Post M&A accounting, business valuations, and strategic financial advisory for acquisitions and growth.
Taxes don't have to be your largest expense. Taxes often represent 30-50%+ of your annual income and many real estate investors never receive proactive tax planning from their CPAs. If you are serious about scaling your portfolio, it's time to upgrade your CPA team.
Tax Deferral Advisory
Engage with your dedicated tax advisor to outline your business requirements, set clear expectations, and establish timelines for information transfer.
Valuation Raise
Increase the value of your portfolio through advisory. Connect with financial analysts to review projects under contract, build comprehensive proformas & projections, and raise asset valuations through strategic financial positioning.
Real Estate & M&A Accounting/Bookkeeping
Track things properly to make sure deferring and valuation raises is possible. Specialized Pre & Post M&A accounting services to see where people could defer their taxes legally. Includes due diligence support, transaction structuring, integration planning, and ongoing financial management for acquired entities.
Quality of Earnings Reports
NEWComprehensive QoE reports for M&A due diligence. Identify earnings sustainability, non-recurring items, and working capital requirements to support transaction decisions.
Maximize Your Wealth with 1031 Exchange Tax Deferral
Preserve capital, increase purchasing power, and grow your real estate portfolio by deferring capital gains taxes
How AutoDefer Supports Your 1031 Exchange
Before the Exchange: We help you evaluate whether a 1031 exchange is suitable for your situation, calculate your current tax basis and potential deferred gain, and structure the transaction to maximize tax benefits.
During the Exchange: While an independent Qualified Intermediary handles the transaction facilitation, we coordinate with them to ensure proper documentation, help you avoid triggering "boot," and provide ongoing tax advice throughout the 45-day identification and 180-day closing periods.
After the Exchange: We ensure correct tax reporting and documentation, calculate your new property's adjusted basis, and help you plan future exchanges or exit strategies, including estate planning considerations for the ultimate step-up in basis.
Professional Accounting Plans
Scale your business with transparent, comprehensive accounting services tailored to your revenue tier
Essential
100% tax deductible
Comprehensive
100% tax deductible
By proceeding with your purchase, you agree to the following terms and conditions:
Onboarding Agreement
Acknowledgment
Thank you for choosing Raises.com® dba AutoDefer to provide access to the Accounting and Tax Compliance product. This is what you acknowledge (the "Acknowledgment").
The Product
I acknowledge that by going to autodefer.com and purchasing, AutoDefer is providing access to the Accounting and Tax Compliance product ("Product") pursuant to this acknowledgement. I understand AutoDefer is a matching software platform and does not directly provide accounting, tax, or Qualified Intermediary (QI) services. All such services are provided by a network of independent, third-party accountants, CPAs, and QIs (the "Network Professionals").
I understand I will receive access to the following services via the platform, based on the package purchased:
Essential Package:
- Access to a Network Professional for monthly bookkeeping & reconciliation
- Email support only (for the AutoDefer platform)
- Access to a CPA Professional for tax planning consultation per month via email only
- Matching with a Network Qualified Intermediary (QI) for any 1031 Exchange
- Access to a Network Professional for the preparation of GAAP financial statements (Income Statement, Balance Sheet, Cash Flow Statement) each month
- Access to a Network Professional for Financial Analysis On Business Improvements Each Month
Comprehensive Package:
- Includes everything in the Essential Package
- 4 calls per month with a CPA Professional included
- Text, SMS and Phone Support (for communication with your matched CPA Professional) (1 business day time gap)
Compensation for Product
The current prices for AutoDefer's Essential Package and Comprehensive Package are listed at autodefer.com. Payments can be made online through our secure system at autodefer.com, accessible via email or a call with an AutoDefer representative.
- Essential Package: The recurring fee for the Essential Package is $1,699/month.
- Comprehensive Package: The recurring fee for the Comprehensive Package is $7,599/month.
Optional Add-on Fees:
- Additional CPA Call Fee: For both the Essential and Comprehensive packages, each additional call with a CPA Professional beyond the package's monthly allotment is offered at an additional fee of $199 per call.
- Tax Guidance Plus Annual Federal and State Tax Return: This optional service, performed by a Network Professional, starts at $1,200/return and can be purchased yearly or as a one-time service. This service includes:
- Year-Round Tax Support
- Year-Round Financial Package
- Business Tax Returns (Form 1120)
- S Corporation (Form 1120S)
- Partnership (Form 1065)
- Schedule C (Form 1040)
- Personal Tax Returns: This optional service, performed by a Network Professional, provides personal tax return filing and support, starting at $985/return.
Accounting Packages and Permitted Use
- Essential Package: This package is intended for businesses with Annual Recurring Revenue (ARR) ranging from USD $0 to USD $3,000,000.
- Comprehensive Package: This package is intended for businesses with Annual Recurring Revenue (ARR) exceeding USD $8,000,000.
Disclaimer of Professional Services
I acknowledge and agree that AutoDefer is not a certified public accounting firm, accounting provider, or Qualified Intermediary. AutoDefer operates solely as a technology matching platform that facilitates communication and matching between the client and independent, third-party Network Professionals, including accountants, CPAs, and QIs.
AutoDefer is not a party to the service agreement between you and any Network Professional. AutoDefer does not perform, and is not responsible for, the services, advice, or work product of any Network Professional.
Matching with Network Professionals
Upon purchasing a plan, I will be matched and introduced to one or more Network Professionals (such as a CPA, accountant, or QI) via the AutoDefer platform to receive the services outlined in my package.
Communications
I agree that communication regarding the AutoDefer platform is to be via email to support@autodefer.com. AutoDefer's office hours are 9amEST to 5pmEST time. The AutoDefer support staff typically responds to email within 24-72 hours excluding standard public holiday periods in Canada and the United States of America. All communications regarding the actual performance of accounting or tax services shall be directly with the matched Network Professional.
Delivery and Onboarding
I understand that acceptance of this acknowledgment, I shall get access to the AutoDefer platform no later than one (1) business day.
Governing Law
I understand that this Acknowledgment shall be governed by and construed in accordance with the laws of Ontario, Canada.
No offer or advice
The Website and the Service are provided by AutoDefer for information purposes only and do not constitute and should not be construed as a solicitation or offer by AutoDefer, or recommendation by AutoDefer to acquire or dispose of any investment or to engage in any other transaction whatsoever.
Nothing in the Website or the Service constitutes, and should not be construed as, the provision by AutoDefer of investment, legal, tax, or accounting advice and it should not be relied on in making an investment or other decision. The Product provides access to tax and accounting advice from Network Professionals, but you should obtain relevant and specific independent professional advice for decisions outside the scope of the purchased Product.
No Reliance
AutoDefer makes no representation, undertaking or warranty that the information or opinions contained in the Website or the Service are accurate, reliable, up-to-date or complete. Neither AutoDefer nor any third party providing any Data (including Network Professionals) guarantees the accuracy of the Data, or the underlying data or any projections based thereon. The information and opinions contained in the Website and the Service are provided by AutoDefer for the Client's own internal business use and informational purposes only and are subject to change without notice.
Disclosure
Any consulting or documentation rendered by a Network Professional pursuant to this acknoledgement may not be disclosed publicly or to any third party in any manner without the prior written approval of AutoDefer and the Network Professional. All non-public information provided by you to AutoDefer or its Network Professionals will be considered confidential information and shall be maintained as such, except as required by law. You agree to provide AutoDefer and its Network Professionals, among other things, all reasonable information requested or reasonably required.
Media Release
I authorize AutoDefer to use my story and/or results from the program as evidence for the program and as an example or case study of the program, and further agree to allow the use of my voice, photo, posts, and likeness captured to be used for future products and/or marketing without compensation to me.
Term and Termination
AutoDefer can terminate this Acknowledgment at any time. I may terminate this Acknowledgment any time after 6 months any time without cause provided that all compensation is paid by emailing support@autodefer.com with the subject line "terminate".
Service Delivery Policy
I understand that the performance of monthly financial statements, tax planning, bookkeeping, and other services by the Network Professional is dependent on my ability to provide necessary documentation, access to accounts, and respond to inquiries from the Network Professional in a timely manner. I accept responsibility for collaborating directly with the designated Network Professionals to finalize materials and waive any right to hold AutoDefer liable for delays, errors, or omissions or seek remedies or compensation from AutoDefer due to my delay in providing required information or any service failure on the part of the Network Professional.
Outcome
I acknowledge and agree that AutoDefer cannot guarantee the results or effectiveness of any services rendered by the Network Professionals, including but not limited to tax savings, business improvements, or financial outcomes.
Honesty Policy
AutoDefer stands behind the ability of our platform to match customers with qualified professionals.
I understand that all sales for access to the platform are final and there are no refunds such that no portion of any payments of any kind whatsoever previously provided to AutoDefer hereunder shall be owed or be repayable to me. I understand that by signing this acknowledgment and logging in, it is proof I have received full access to the AutoDefer platform.
I understand that in the event of default on a payment plan, access to the AutoDefer platform and its matched Network Professionals will be halted at the full discretion of AutoDefer until the balance of fees payable to AutoDefer is paid. I also acknowledge that if I default on my next payment, my card will be charged partial payments of the next due amount automatically.
I understand that if any member engages in fraudulent or unlawful business activities, or is found to have any legal proceedings, historic, or present, to suggest such fraudulent behaviour, all services and memberships will be halted permanently without refund.
We do this to protect the integrity of our platform and professional network. It is our responsibility to offer technology and access to professional services to the best of our efforts. No refunds are given in case of account termination due to violations.
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Get Free Consultation & Plan RecommendationExample Client Success Story
How we helped structure a $6M multifamily acquisition with 1031 exchange compliance
📊 The Situation
Arpit, a returning client, was actively acquiring a $6 million multifamily project. He successfully located an investor willing to provide the entire $1 million down payment required for the acquisition.
He hired experts to handle:
- LP Agreement & PPM Customization: Restructuring the limited partnership and updating the Private Placement Memorandum to accommodate the 1031 exchange investor.
- Debt Financing: Securing the remaining $5 million in debt financing to complete the $6M acquisition.
But he needed 1031 exchange expertise and sophisticated accounting to make it all happen.
🔄 The 1031 Exchange Challenge
The investor wasn't providing a simple cash investment. They were executing a 1031 exchange — a tax-deferral strategy where capital gains from selling one investment property are deferred by "exchanging" it for a "like kind" property.
Arpit's $6 million multifamily deal would serve as the "like kind" property for this investor's exchange. The $1 million represented the capital the investor was rolling over from their previous deal to satisfy the 1031 requirements.
⚠️ The Problem
The investor's 1031 exchange requirement created unique legal and structural complexities:
- 1031 Exchange Compliance: The investor's capital had to maintain its tax-deferred status throughout the entire transaction, requiring precise legal structuring to meet IRS requirements.
- Qualified Intermediary Coordination: The exchange needed proper coordination with qualified intermediaries and timing requirements to avoid disqualification.
- Like-Kind Property Requirements: Ensuring Arpit's multifamily project properly qualified as "like-kind" replacement property under Section 1031 regulations.
✅ Our Solution
We provided comprehensive 1031 exchange structuring and deal facilitation:
- 1031 Exchange Architecture: Designed the complete legal framework to preserve the investor's tax-deferred status while meeting all IRS timing and documentation requirements.
- Qualified Intermediary Management: Coordinated with QIs and ensured proper escrow procedures, identification deadlines, and exchange period compliance.
Result: Deal successfully structured and closed with full 1031 compliance
Get Expert Help With Your DealAccounting Q&A
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