A clear path, with no surprises.
You'll always know what's happening, what's next, and what it means for your return. Here's exactly how an engagement unfolds.
How we reduce your tax burden.
There's nothing for you to do — we handle the engagement from start to finish.
No-cost feasibility analysis
We confirm your property is a strong candidate and model the likely benefit against the study cost — at no charge, with no obligation to proceed.
Timeline: a day or two · Cost: free
Property tour & engineering review
One of our engineers reviews the property and identifies every asset that can be reclassified into a shorter 5-, 7-, or 15-year schedule.
We handle: classification & cost allocation
Audit-ready report
We compile a detailed, defensible cost segregation report — the engineering methodology plus a CPA-ready summary your accountant can apply directly.
You receive: full study + CPA summary
Applied to your tax return
Your CPA plugs the figures straight into your return's depreciation schedule — so you keep more of your money this year, not decades from now.
The result: bigger deductions, sooner
What to have handy.
You don't need everything to start — just enough for the feasibility review. We'll guide you on the rest.
- Property type and address
- Purchase price or construction cost
- Year placed in service
- Any major improvements or renovations
- Your CPA's contact (optional, but helpful)