Compare Our Cost Segregation Study Options

Unlock tax savings with expert cost segregation services for every property and budget. Here's how our two cost segregation study options, the Rapid Report and Fully Engineered Study, compare:
Compare:
Rapid Report
The Rapid Report is available for single family homes and property owners who know the details of their property and have time to submit detailed property questionnaires.
Compare
Rapid Report
The Rapid Report is available for single family homes and property owners who know the details of their property and have time to submit detailed property questionnaires.
Fully Engineered Study
The Fully Engineered Study is our full service offering, available to all property types and with a higher touch of service.
Best for
Residential Properties less than 2500 sq. ft. per Unit, up to 4 Units
All Residential and Commercial Properties
Requires completion of a self-directed property detail questionnaire
Site Visit
Virtual or In-person
Includes detailed quantity measurements and cost per unit of measurement of all building components
Includes audit protection assistance
*
**
Uses detailed engineering following IRS guidance
N/A
Max. property value***
800k
No max.
Max. renovation value****
100k
No max.
Methodology
Modeling approach back by detailed engineering review.
Detailed engineering with actual and estimated cost assignments. Includes detailed quantity measurements and cost per unit of all measurement of all building components.
Reviewed by engineer
Document Upload required
Time Required
5-30 minutes
30-60 minutes to conduct in-person or virtual site visit
Study Delivery Timeline*****
3 business days
4 weeks
Renovation and Construction Cost Analysis
Property owner will classify renovation costs into categories and detail the scope of work for each cost.
Clients will upload approved cost documents****** for engineering review.
Fully Engineered Study
The Fully Engineered Study is our full service offering, available to all property types and with a higher touch of service.
Compare
Rapid Report
The Rapid Report is available for single family homes and property owners who know the details of their property and have time to submit detailed property questionnaires.
Fully Engineered Study
The Fully Engineered Study is our full service offering, available to all property types and with a higher touch of service.
Best for
Residential Properties less than 2500 sq. ft. per Unit, up to 4 Units
All Residential and Commercial Properties
Requires completion of a self-directed property detail questionnaire
Site Visit
Virtual or In-person
Includes detailed quantity measurements and cost per unit of measurement of all building components
Includes audit protection assistance
*
**
Uses detailed engineering following IRS guidance
N/A
Max property value***
400k
No max.
Methodology
Modeling approach back by detailed engineering review.
Detailed engineering with actual and estimated cost assignments. Includes detailed quantity measurements and cost per unit of all measurement of all building components.
Reviewed by engineer
Document Upload required
Time Required
5-30 minutes
30-60 minutes to conduct in-person or virtual site visit
Study Delivery Timeline****
3 business days
4 weeks
Renovation and Construction Cost Analysis
Property owner will classify renovation costs into categories and detail the scope of work for each cost.
Clients will upload approved cost documents***** for engineering review.
*Audit protection for Rapid Report includes a fully engineered study with a virtual site inspection in the event your cost segregation study is questioned in an audit. This warranty is provided at no additional cost to the client.

**Audit protection for the Fully Engineered Study includes a written response to any and all questions related to our study, and, if necessary, we will support the study through legal hearings with expert testimony upon arrangement. This warranty is provided at no additional cost to the client.

***Property value is the depreciable basis. Depreciable basis in the purchase price plus the cost of improvements minus allocated land value.

****Renovation cost includes the total of all direct and indirect capital expenses submitted for review.

*****Study Delivery Timeline begins when all requested information and documentation has been received.

******Approved methods include: payment applications, invoices, construction cost ledger. Approved methods do not include: bank statements, miscellaneous receipts, handwritten letters or emails. Unapproved methods will be asked to categorize the construction cost in a provided excel file template.

Frequently Asked Questions

I bought and placed a property in service in 2023, can I still do the cost seg now in 2024?

Yes, The cost segregation study serves as a valuable tool for your CPA to optimize property depreciation. It is a one-time process with no specific timeframe for completion. If you intend to leverage the study for a particular tax filing, it remains valid for that tax year as long as the property was placed in service within that same tax year or prior. The report holds its validity as long as it is submitted before you file your taxes, irrespective of the year in which the study was conducted.

I’m a high W2 earner, can I Cost Seg my property to offset my W2 taxes?

It's essential to differentiate between active income, earned through employment or business activities, and passive income, derived from investments or rental properties. Unless you are a Real Estate professional, you may not apply losses from a Cost Segregation to offset your W2 Income.

However, in the case of short-term rentals, income generated from renting out a property is generally considered passive. Yet, if the taxpayer actively manages and maintains the rental property, there may be an opportunity to offset this passive income against their active income. Consulting with your tax professional is advisable to determine your eligibility for such adjustments.

I am planning to sell my property soon. Does a cost segregation study make sense for me?

If you are planning to sell the property in a taxable transaction a cost segregation study may not make sense because of recapture.


We generally recommend you hold a property for at least 3-5 years. However, if you are planning to enter into a like-kind exchange (non-taxable transfer of your property for another property) you will not have depreciation recapture issues until you sell the replacement property.

I just learned about cost segregation and would like to do it on prior deals. How far back can they be done?

You can have a look-back study done on assets acquired as far back as 1987 and claim the resulting write-offs using the 3115 Automatic Change without amending prior-year tax returns.


There are diminishing returns to performing a study the longer you own and depreciate a property. Contact us to determine if your property is a fit for a cost segregation study.

When should I get a cost segregation study done?

The best time to perform a cost segregation study is within the tax year that the building is purchased or construction is completed.  If you are planning on renovating your property we recommend performing a cost seg prior to those renovations.

What do your services cost?

We pride ourselves on offering affordable cost segregation studies for every budget and property type. Our self-directed Rapid Report (available for smaller residential properties, up to 4 units) is available for $895. Fees for our Fully Engineered Study vary based on square footage, property type and complexity. Compare our cost segregation study services or request a free proposal for your property here.

What types of properties are eligible for Cost Segregation?

Any type of income-producing property placed into service after 1986 qualifies for cost segregation. We frequently work on residential such as short-term rentals as well as commercial projects.