Our Process

Engineering expertise, amplified by technology

Our engineers don't just check a box. They use proprietary technology to systematically analyze every component of your property, identify every possible reclassification, and build a study that holds up under IRS scrutiny.

Why the traditional model is broken

A typical cost segregation study starts with an engineer driving to your property, spending a day on-site, then going back to an office to spend weeks manually classifying components into depreciation categories. You pay $8,000–$25,000 for the privilege, wait 6–8 weeks, and hope they caught everything.

The problem isn't the engineers — they're skilled professionals. The problem is the process. Manual classification is tedious, time-intensive work. Even the best engineers miss reclassification opportunities when they're cross-referencing tax code across thousands of line items by hand.

We built a different approach. Our proprietary platform does the exhaustive component-by-component analysis — evaluating every possible MACRS classification against the full IRS Audit Techniques Guide. Our engineers then focus on what they do best: making judgment calls, verifying accuracy, and ensuring your study is defensible.

Your study, step by step

1

Choose your plan and pay

Pick the tier that matches your property value — Starter (under $1.5M), Standard ($1.5M–$2.5M), or Premium ($2.5M–$5M). Add a lookback study, rush delivery, or audit defense if you need them.

Payment is secured through Stripe with 256-bit encryption. Once confirmed, you'll immediately begin the intake process — no waiting, no scheduling, no back-and-forth with a salesperson.

Every Plan Includes

Full IRS-compliant cost segregation study
Licensed engineer review and signature
100% bonus depreciation applied
Complete asset classification schedule
Cost reconciliation to the dollar
CPA-ready PDF with verification code
10-year depreciation projection
2

Tell us about your property

Right after payment, you complete a detailed property questionnaire covering construction type, finish levels, mechanical systems, and site improvements. This isn't a quick form — we ask specific questions because specificity drives larger reclassifications.

Granite counters vs. laminate. Dedicated HVAC zones vs. central air. In-ground irrigation vs. surface drainage. These details are the difference between a $30,000 and a $90,000 reclassification on the same property.

What We Ask About

Building structure & construction method
Interior finishes — flooring, cabinetry, countertops
HVAC type, age, and zoning
Electrical — panel capacity, dedicated circuits, lighting
Plumbing — fixture quality, water heaters, fire suppression
Site improvements — parking, landscaping, fencing, drainage
Renovations — dates, costs, scope of work
3

Upload photos and documents

We need to see your property. Interior and exterior photos replace the traditional site visit — our engineers review them directly. You also upload your closing statement (we need purchase price and allocation details) plus any renovation receipts.

Our upload guide tells you exactly what to photograph: electrical panels, HVAC units, flooring transitions, bathroom fixtures, exterior drainage, parking surfaces. If you have blueprints, they help — but they're not required.

Required Uploads

📄Closing / Settlement Statement
Required
📸Exterior Photos (min. 4)
Required
📸Interior Photos (min. 10)
Required
📋County Tax Assessment
Recommended
🧾Renovation Receipts
If applicable
📐Blueprints / Floor Plans
Optional
4

Engineering analysis and report delivery

This is where our approach diverges from traditional firms. Our proprietary platform analyzes every component of your property — evaluating each against the full matrix of IRS MACRS classifications, Rev. Proc. 87-56, and the Cost Segregation Audit Techniques Guide.

The system doesn't just categorize — it identifies the maximum defensible reclassification for every element. Is that parking lot surface a 15-year land improvement, or does the curbing qualify as a separate 15-year asset? Does that carpet get 5-year treatment or is it a structural component? Our platform evaluates every classification argument and builds the case.

It also runs a complete cost reconciliation — verifying that every dollar of depreciable basis is accounted for and that the total matches your records exactly. An IRS auditor will check this first. We make sure it's bulletproof.

What the Platform Analyzes

Every component mapped to MACRS 5, 7, 15, 27.5, or 39-year life
Tangible personal property vs. structural component distinctions
Land improvement identification and segregation
Section 1245 vs. 1250 property classification
Bonus depreciation eligibility for each component
Cost basis reconciliation to the dollar
10-year depreciation projection with and without study
Section 481(a) lookback calculation when applicable

A Specialized Tax Engineer — your Audit-Defense Lead of record — then reviews the complete analysis: examining every classification, reviewing your photos against the component schedule, and validating that each line item is defensible under audit. This isn't a rubber stamp. The engineer makes the final call on every judgment-dependent classification.

Once approved, the engineer signs the report, and it's delivered to your dashboard as a complete, audit-ready PDF. Hand it directly to your CPA.

What's in Your Report

Executive summary with total savings
Complete asset classification schedule by MACRS life
Cost reconciliation proving basis match
Depreciation comparison — with and without study
10-year depreciation projection
Property description and methodology
IRS legal citations and regulatory framework
Engineer certification and signature
Unique verification code for CPA validation

Built for IRS scrutiny

Every study meets the IRS Cost Segregation Audit Techniques Guide requirements — all 13 elements.

📋

ATG Compliance

All 13 required elements of the IRS Audit Techniques Guide are present in every report. Auditors check for these first.

🔢

Cost Reconciliation

Total reclassified assets tie back to your depreciable basis to the dollar. No unexplained gaps or discrepancies.

📖

Legal Citations

Every classification is backed by specific IRC sections, Treasury Regulations, Revenue Procedures, and relevant case law.

✍️

Engineer Certification

Every study is Signed & Certified by a Specialized Tax Engineer — required by the IRS for credibility and defensibility under audit.

🔍

Verification Portal

Every report includes a unique verification code. CPAs and auditors can independently verify authenticity online.

🛡️

Audit Defense Available

Optional audit defense coverage — if the IRS questions your study, we stand behind it with documentation and support.

Ready to see what you could save?

Use our free calculator to get an estimate in 30 seconds, or start your study today.

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