“Sangeeta and IPX have been great assets to us when closing on deals where the parties want to reinvest their funds and use the 1031 exchange option. She has also been instrumental in educating not only our buyers and sellers in a transaction but our realtor and lender clients through our lunch and learn seminars. She is a great speaker and is passionate about what she does. Sangeeta is truly a professional in all aspects!”

Lory Mitchell
President/Title Agent of Assured Title & Trust, Inc.

“That is the second time my company is using IPX 1031, but it was my first time since I was not in the company yet when they did the first transaction a couple years ago , and honestly when we talk about tax and IRS it always got scare. You want to make sure that everything goes right and smooth, that been said, I don’t have words enough to describe what a great professional is Mrs.Sangeeta Banerjee, her knowledge and dedication to guide me during the whole process is over any expectation, we had a very complex transaction and she was there the whole time, doing above and beyond to successfully complete it. 
I’m so glad to meet such a great professional. 

Esta e a segunda vez que minha empresa utiliza a IPX1031 , mas para mim foi a primeira vez ja que eu ainda nao estava trabalhando na empresa durante a primeira transação feita a alguns anos a trás, e honestamente quando falamos de imposto e IRS sempre aparece um medo de que tudo tem que ser perfeitamente correto e sem tormentas. Partindo desse comentário, eu nao tenho palavras para descrever que grande profissional e a Sr.Sangeeta Banerjee, o seu conhecimento no assunto e a sua dedicação para me guiar durante todo o processo vai alem de qualquer expectativa, nos tivemos uma transação bem complexa e ela esteve ao me lado o tempo todo, fazendo muito alem do esperado para que tudo se concluísse com sucesso. 
Eu sou muito grata de ter o prazer de conhecer uma super profissional como ela.”

Luciana Walendy
Administrative Director

“Over the past 4-5 years it has been a great pleasure to work with Claudia who has served as the QI for a number of the 1031 Exchanges I have done. She is one of the most knowledgeable individuals I know when it comes to both the basics of 1031s as well as some of the nuances of the more complex exchanges. All of my clients who have worked with her have appreciated her professionalism but also her personal care that each Exchange is done on a timely and efficient basis. I will continue to recommend her as my first choice for a Qualified Intermediary.”

John E. Bishop
Registered Rep

“I had a last minute urgency to get all 1031 exchange paperwork done in less than 24 hours closing. Yes, 24 hours! My closing was literally scheduled for the next day and I didnt know I could use this IRS tax deferred process for investor. 

I had two recommendations for Sangeeta from two different sources, and all I can say is that they did not disappoint! Wow, excellent professional service. Full accountability, top notch professionalism from beginning to end and a superb smooth transaction. I could not be happier with IPX301 service. 

Many thanks to Sangeeta, Judy Oliva and everyone else involved that made this happened in such a short notice. 

If you are considering their service, please look no further. Sangeeta and her team will make sure that you get everything done right! 

Thank you IPX1031!!!!”

Manuel Manrufo
Systems Manager