The QI File

Qualified Intermediary

1031 Accommodators

1031 Accommodators, LLC · Parent: Independent / unpublished · Firm website

FEA membership
FEA unknown
CES® holders
Kim T. Schooley, CPA, CES®; Diana Voss, CPA, CES®
Fidelity bond
Not published on cited pages
E&O / other cover
Security Policy names Community Bank, Northern Bank, and TriState Capital Bank as FDIC deposit banks, subject to change. No fidelity-bond or E&O dollar amount on the firm pages cited.
How funds are held
Segregated
Dual-signature wires
Dual-signature
Reverse / improvement / DST
Reverse Yes · Improvement Yes · DST Unknown
Last sourced
2026-09-08

Published coverage notes

Security Policy names Community Bank, Northern Bank, and TriState Capital Bank as FDIC deposit banks, subject to change. No fidelity-bond or E&O dollar amount on the firm pages cited.

Fund handling

Security Policy (updated 1/26/2025 on the page opened): exchange funds in a secure account, never commingled with company operating funds; accounts set up in the exchangor’s name using SSN or EIN. Multiple signers required for wires/transfers. Qualified Escrow Agreement: all wires must be approved in writing by the exchanger.

Who it is for

Independent Danville, Pennsylvania QI (1881 Montour Boulevard, Danville, PA 17821; 888-828-1031). About: founded 1993. Homepage and services: delayed, reverse, and improvement/construction exchanges. DST work is not on the pages cited.

Verdict

One of the clearer independent custody files in this directory: TIN-titled accounts in the exchangor’s name, no commingling, multiple internal signers, and a published QEA that requires the exchanger’s written approval on every wire. Kim Schooley and Diana Voss are named CES® holders; CES® is a personal designation, so company FEA stays unknown. Bond and E&O dollars are unpublished. This is QI custody, not a securities offering. Ask for the current QEA, today’s bank list, and who the live-file signers are.

Notes

This is a QI custody file, not a securities offering. The site also styles the name as 1031 Accommodators®, LLC. About says the company was founded in 1993. Kim T. Schooley, CPA, CES® is President; the page says she is a former IRS agent and “one of the nation’s first CES.” Diana Voss, CPA, CES® is Treasurer and Exchange Coordinator. The About page describes CES® as a designation awarded by the Federation of Exchange Accommodators. That is a personal credential, not a sentence that the company is an FEA Regular Member.

DST interests as replacement property are not marketed on the pages cited.

Named banks on the Security Policy can change. The page does not publish a fidelity-bond dollar, an E&O limit, or a fee card.

Sources

Share a factual note

Prewritten LinkedIn text. No hype. No affiliate link.

Badge embed

Links to this canonical file. How to use it:badge docs.

Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.

Related