Optimize, Accelerate, Thrive
The Cost Segregation Journey Step by Step
We illuminate tax strategies with our meticulous step-by-step cost segregation process. From property analysis to accelerated depreciation, embark on a journey that transforms your tax landscape and propels your financial success. Experience the power of precision and discover hidden value with us.
1. PIR Form
To get started, we require a submitted Proposal Information Request Form. This form gives us the basics about the property that the Cost Segregation Study will be preformed for. Our project team will take this form to begin the feasibility analysis.
2. Feasibility Analysis
The project manager takes the submitted form and and analyzes the information provided to put together a conservative prediction of the cash flow benefit and cost to perform the cost segregation study based on market comparatives.
3. Proposal
We provide you the proposal to discuss with your CPA the benefits of having a cost segregation study performed and its benefit to your tax strategy. To move forward, you will sign the Engagement Letter to begin services.
4. Engagement Letter
We provide you an engagement letter for you to sign off on to begin the cost segregation process.
5. Document Gathering
Once you have decided to move forward, we will begin collecting the necessary documents that you may have available.
6. Site Visit
Next, our professional engineers will coordinate your building site inspection and perform the inspection on your facility.
7. Engineer Takeoff
The professional engineer will study the building and provide a comprehensive component takeoff.
8. CPA Input
We will collaborate with your CPA to ensure proper and complete benefit and cost of your project down to the penny.
9. Study Delivered
The study is complete and you will electronically receive:
Final Cost Segregation Report
Summary of Benefits
Excel File for your CPA’s tax software