How It Works
Submit your basic property info (closing statement and property type). We run a high-level model to calculate your estimated tax savings and provide you with a proposal. If the ROI isn't strong, we’ll tell you.
Once you decide to move forward, simply e-sign the engagement letter and handle the initial invoice. You will immediately get access to your secure Client Portal.
No need to schedule a disruptive site visit. You or your property manager simply upload photos and videos using your smartphone based on our tailored checklist. We may also request blueprints or appraisals if you have them.
Our team takes over. Engineers analyze your data to break down your property components into the proper IRS class lives, ensuring everything complies with current tax laws.
We deliver a full Cost Segregation Report (PDF) and a fixed asset schedule in Excel for your tax filings. We are happy to coordinate with your CPA to ensure the journal entries are applied correctly.