Cost Segregation Planning Before You Close
The tax savings do not start with the report. They start with buying the right asset and scoping the study before closing.
What this service covers
Asset screening before you offer
We eliminate the properties that cannot support the depreciation story before you waste time on tours, inspections, or lender paperwork.
Engineer and CPA coordination
You do not need a stack of disconnected advisors. We frame the acquisition file so your CPA and cost segregation engineer start from the same assumptions.
Decision-ready model
You leave with the likely first-year deduction range, the timing requirements, and the checklist for documentation after closing.
What this service is for
Most buyers hear about cost segregation after they already own the property. That is late. By then the wrong asset, poor records, or a weak management plan can blunt the deduction. This service is for buyers who want to know whether the property is even worth pursuing before they commit.
How we run it
We review the target property, estimate the likely reclassification range, flag the hold-period assumptions, and line up the engineer and CPA handoff. The goal is a tax-aware acquisition, not a post-close scramble.
Questions we answer before you commit
Do I order the study before or after closing?
The study is typically completed after closing, but the planning should happen before you go hard on the deal so you know the likely deduction range and documentation requirements.
Is cost segregation worth it on every property?
No. The size of the building basis, your income level, your intended hold period, and the service model all matter. We use this planning step to decide whether the study will pay for itself.
Book the Annual Wealth Review first
We start with your income, target timeline, and next move. Then we decide whether this service is the right entry point.
Book an Annual Wealth Review