Frequently Asked Questions
Browse answers about cost segregation, real estate tax strategies, and depreciation.
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Yes. We can CC you on communications at whatever level works for your workflow. Many partners prefer to be included early in the process, then step back once we're in the delivery phase. Just let your PSM know your preference, and we'll set it up accordingly.
Once a lead is submitted, we assign a dedicated team to manage the client relationship from qualification through delivery.
Your main contacts:
- Partner Success Manager (PSM): Your point of contact for partnership questions and relationship management
- Dedicated sales pod: Account Manager, Account Executive, and Customer Support handle client outreach, proposals, onboarding, and delivery
You stay focused on the advisory relationship, and we handle the operational side.
It's roughly a 50/50 split. The best fit depends on property type, complexity, available documentation, timeline, and your preferences as the filing advisor. We'll walk you through the tradeoffs once we have the property details.
We offer both, and there's no difference in quality or defensibility.
- Virtual: Guided online with one of our engineers
- On-site: Scheduled by our team, for an additional fee depending on location
The right choice depends on the property type and complexity. We'll recommend the best fit once we know more.
The questionnaire focuses on details a property owner typically knows: flooring type, roofing, finishes, and other building components. It's around 30 questions and takes about 10–15 minutes to complete.
If it's helpful, we can share a preview before your client starts so you can set expectations.
If the IRS inquires about a study, we're here to back you up with written technical support.
Audit support may include:
- Written responses to IRS inquiries explaining methodology, classifications, and conclusions
- Documentation support for how assets were categorized
- Form 3115 assistance (Change in Accounting Method), starting at $600, when applicable, typically used when retroactive benefits are being claimed on eligible properties
Scope: Audit support covers the written technical defense of the study itself. We don't represent clients in audits or hearings, and we don't provide legal testimony. Your client's representation stays with you.
Most clients see a 10–30x return on the study fee through accelerated deductions and tax deferral. A study that unlocks $40,000+ in deductions at a cost of $2,275 is a straightforward win to present.
The fee is the easy part of the conversation. The value is in what the study unlocks, and that's the story you're telling your client.
Cost segregation is a well-established, IRS-recognized strategy when performed correctly. We follow strict standards and produce defensible documentation to support every classification in the report.
Key points:
- Audit risk is typically low when the report is prepared with proper methodology and filed correctly, which is exactly what we're built to deliver.
- Our documentation is designed to stand behind your filing, not create additional exposure.