How it works
A transparent, hands-on process.
From discovery through final delivery, here is exactly how we work.
The process
Six steps, start to finish.
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Step 01Discovery call
We learn about your property, investment goals, and potential cost segregation opportunities.
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Step 02Customized proposal
After reviewing your property details and prior depreciation information, we provide a proposal outlining estimated benefits, scope, and pricing.
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Step 03Engagement
To begin the study, we collect a 50% deposit, with the remaining balance due upon acceptance of the completed report.
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Step 04Secure portal & documentation
You receive access to a secure client portal where you can upload documents, complete a questionnaire, and track study progress.
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Step 05Engineering-based analysis
Our team gathers property data, reviews records, and performs the detailed analysis required to identify accelerated depreciation opportunities.
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Step 06Final delivery
You receive a complete cost segregation study with supporting documentation designed to maximize your property tax savings and support IRS compliance.
Division of work
What you provide, what we handle.
What you provide
Your most recent appraisal; a list and cost of upgrades since purchase; recent photos of the property (including HVAC, water heaters, and appliances); closing documents; and whether it is furnished.
What we handle
We pull the county and city records ourselves for details like piping and gas.
Timeline / 2-4 weeks per study once everything is provided. Single-family and small multifamily are faster; commercial and large or mixed-use take longer.
Frequently asked
The timeline, answered.
Most studies are completed within 2-4 weeks after all required information is received. Smaller residential and multifamily properties are often completed sooner, while larger commercial and mixed-use properties may require additional time.
Get started
Get clarity before you commit.
We will review your property, estimate the potential tax benefits, and provide a detailed proposal built around your specific situation.