Cost segregation studies your firm can file from.
A documentation-based cost segregation study that follows the IRS Audit Techniques Guide, passes quality-control review, and arrives as schedules and component detail your firm can file from without re-deriving anything. Your client gets a discount through your firm's code. You keep your independence.
Request a sample studyWhat your client receives — and what you receive
A cost segregation study reallocates the components of a rental property into shorter recovery periods — 5, 15, and 27.5 or 39 year — instead of one long schedule. Total depreciation over the life of the property doesn't change; the timing does. What lands on your desk:
- A complete report with 5 / 15 / 27.5 / 39-year allocations you can enter directly
- Component detail and the cost basis behind each line, so every number traces
- Reviewed through our quality-control process before it reaches you
- Audit Support available to your client as an option — and we're a reply away if a question ever comes up
Pages from a completed study. Full anonymized sample pages on request.
How every study is checked
Every allocation is traced to its cost basis and checked against the IRS Cost Segregation Audit Techniques Guide before delivery. The report is built to be audit-ready: component detail, the basis behind each line, and the method stated plainly, so you file from documentation rather than assertion.
Does someone need to visit the property?
Not usually. We work from documentation and photographs, with three options depending on the property: a walk-through, a guided video call, or photos the owner captures. We tell the owner which applies before they commit.
Two ways to start
Questions we get
What exactly does my client receive?
A complete cost segregation report with 5-, 15-, 27.5- or 39-year allocations, component-level detail, the cost basis behind every line, and a plain statement of method. It is written so you can file from it and defend it — every number traces to something, nothing is asserted.
Which method do you follow?
Our studies follow the IRS Cost Segregation Audit Techniques Guide. Documentation is gathered from the owner — photographs, closing statements, plans where they exist — with three inspection options depending on the property. Every study passes quality-control review before delivery.
What if the property was placed in service in a prior year?
The catch-up runs through Form 3115, which your firm prepares. We provide the study and the supporting schedule; you handle the change in accounting method. We are glad to walk through the 481(a) adjustment with you.
How does a referral work, and does it compromise my independence?
Your client uses your firm's code when requesting an estimate and receives a discount on the study. Whether your firm participates in the referral program beyond that is entirely your choice — many firms prefer the client-discount-only arrangement precisely so there is nothing to disclose. Ask us and we'll explain both.
Can I see a sample before I refer anyone?
Yes. We will send anonymized pages from a completed study so you can see the structure, the schedules and the method statement before you put your name near it.
How long does it take?
Once the owner's questionnaire and documents are in, a typical residential file moves through production and quality-control review in days, not months. If you're working against a filing deadline, tell us and we'll be straight about whether we can make it.
What if the numbers don't justify it?
Then we say so — to you and to the client. The estimate exists so the decision is made before anyone spends anything; smaller or lower-basis properties sometimes don't move enough to be worth the exercise.