Frequently Asked Questions
Everything you need to know about cost segregation, documentation, and the IRS process.
The tax savings almost always exceeds the cost by a significant margin — often 10:1 or higher.
Study fees begin at $3,000 and are based on size and scope of the project. However, the tax savings almost always exceed the cost by a significant margin — often 10:1 or higher. We provide a free, no-obligation analysis upfront so you know the expected ROI before committing. If the numbers don’t make sense, we’ll tell you.
Basic requirements include: property address and acquisition date, purchase closing statement, current depreciation schedule (if available), and building cost information. Construction drawings are helpful but not required — we can often obtain or reconstruct missing documentation. If you’re uncertain what you have, we’ll work with you to gather what’s needed.
Cost segregation is an IRS-approved tax strategy, not a red flag. When performed correctly with proper documentation and engineering support, studies are defensible and compliant. We follow the IRS Cost Segregation Audit Techniques Guide standards precisely, and we’ve never had a study disallowed. Plus, we provide 100% no-cost audit support for the life of your property ownership.
The best time is as soon as possible after purchase, construction, or renovation — but it’s never too late. Studies can be performed at any time during property ownership, and catch-up depreciation (IRS Form 3115) allows you to capture missed deductions without amending prior tax returns. Many property owners perform studies years after acquisition and still see substantial benefits.