Diagnosis & Overview
A cost segregation study identifies building components that may be reclassified into shorter depreciation lives. This analysis improves near-term cash flow by increasing deductions earlier in the asset life cycle. BizOps coordinates with your CPA to ensure outputs are usable, though final positions should be reviewed by your tax professional.
Common situations where this becomes urgent:
- You purchased, built, or improved an income-producing property and want tax planning options.
- You have strong income and seek legal ways to improve after-tax cash flow.
- You want to prioritize depreciation opportunities across multiple properties.
- Preparing for refinancing or reinvestment requiring optimized cash flow.
Strategic Focus & Outcomes
What BizOps focuses on:
We prioritize eligibility, ensure proper documentation of acquisition costs, provide clear classification schedules for CPA use, and align deliverables with your tax filing process.
What you receive:
- Structured study package for your tax professional.
- Reclassification schedules and documentation for tax reporting.
- Summary of findings and estimated impact for planning.
- Prioritization view for multiple properties.
Typical deliverables include:
- Property intake and documentation checklist.
- Asset component analysis and classification summary.
- Depreciation schedules and executive summary.
- CPA handoff package and coordination support.
Roadmap & Success
How it works:
- Step 1: Property intake. Gather facts and costs; confirm scope with you and your CPA.
- Step 2: Analysis. Evaluate components, classify assets, and prepare schedules.
- Step 3: Review and handoff. Deliver the package and walk your team through the outputs.
- Optional: Follow-up support. Address implementation and filing questions (scope-based).
What success looks like:
Your CPA receives a clear, implementable package. You understand property potential and improve near-term tax planning visibility, creating a repeatable workflow for future acquisitions.
Ready to start?
Request a cost segregation screening call. We will confirm fit and review property basics.
Cost Segregation Studies
A cost segregation study identifies components of a building that may be reclassified into shorter depreciation lives. The result can be accelerated depreciation, increasing deductions earlier in the asset life cycle.
Common situations where this becomes urgent:
- You recently purchased, built, or improved an income-producing property.
- You want legal ways to improve after-tax cash flow.
- You own multiple properties and want to prioritize opportunities.
- You are preparing for refinancing or reinvestment.
- You need a formal study for your CPA to use with confidence.
Strategy & Deliverables
BizOps supports these studies with a structured, documentation-driven process, coordinating directly with your CPA to ensure outputs are usable.
What you receive:
- A structured study package for your tax professional.
- Reclassification schedules and documentation support.
- Estimated impact summary for planning purposes.
- Prioritization view for property portfolios.
Typical deliverables:
Property intake checklists, asset component analysis, depreciation schedules, and a CPA handoff package with executive summaries.
Process & Success
How it works:
- 1. Intake: Gather costs and documentation; confirm goals with your CPA.
- 2. Analysis: Evaluate components and prepare schedules.
- 3. Handoff: Deliver the package and walk your team through outputs.
- 4. Follow-up: Address implementation questions during filing.
What success looks like:
Your CPA has a clear, easy-to-implement package. You understand your property's potential and have a repeatable workflow for future acquisitions or improvements.
Ready to start?
Request a screening call. We will review basics and estimate potential value.
Frequently Asked Questions
Is it right for every property?
No. Value depends on type, cost basis, and timing. A quick screening helps determine if it's worth the effort.
Do you provide tax advice?
No. We produce the deliverables and coordinate with your CPA, who handles final filings.
What do you need to start?
Basic property details, acquisition/construction costs, and placed-in-service dates.
