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.
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.
