Skip to main content

Start with the property question in front of you.

Routing brief

What to include

  • Cost Segregation Studies question or decision point
  • Current timing window: Acquisition, renovation, and look-back review
  • Property type, location, basis, entity, or advisor team context
  • Records already available or still missing
  • Does the fixed asset schedule separate real property, site work, and short-life assets?
  • Will the deductions offset income at a useful rate for this owner?

This intake is pre-routed to Cost Segregation Studies. Share enough context for Jamie to decide whether the first move is a quick fit screen, document checklist, CPA handoff, or deeper planning review.

Contextual service intake

Cost Segregation Studies inquiry

You are in the Cost Segregation Studies lane. Share the facts that control timing, records, and advisor handoff.

You are in the Cost Segregation Studies lane. Share the facts that control timing, records, and advisor handoff.

Routed from Cost Segregation StudiesDepreciation & Basis
Planning window
Acquisition, renovation, and look-back review
Likely output
Engineering-based depreciation study and CPA-ready support

Include dates, records, entities, CPA/advisor context, and what decision needs to be made next.

A focused note helps the first reply start with timing, records, and the right advisor handoff.