Our process
Four steps. A bigger refund.
See what your property could save before you commit to anything. If the numbers work, we deliver a CPA-ready study in 2–3 weeks — and stand behind it if the IRS ever asks questions.
Step 1
See your number in 60 seconds
Give us a few facts about the property and we’ll show you what cost segregation could save you in year one — before you spend a dollar or commit to anything.
- Property type — commercial, residential, or mixed-use
- Purchase price and date
- Square footage
- Estimated land value (a rough number is fine)
Step 2
Lock it in with a plain-English engagement letter
Like the estimate? We send a short letter that lays out exactly what you’re getting, what it costs, and when you’ll have it. No surprises, no fine print games. Sign it and we get to work.
- Exactly what’s included in your study
- Flat fee and delivery timeline
- What you’ll receive at the end
- What we need from you, and what we commit to you
Step 3
Engineers build the study by hand
This is where the savings get unlocked. CPAs and contractors work side-by-side to reclassify every component the IRS allows into a faster depreciation bucket — so more of your purchase price comes off your taxes now, not 30 years from now.
- Verification of every property fact you submitted
- Component-by-component engineering review
- Reclassification into 5-, 7-, and 15-year depreciation buckets
- Year-one and accelerated depreciation calculations
Step 4
Hand it to your CPA — and we stay on your side
You get a polished study, a CPA-ready worksheet, and the IRS form your tax preparer needs to claim the deduction. If the IRS ever questions it, we defend the work — at no extra cost. That’s the part most firms charge thousands extra for.
- Full engineering study (PDF)
- IRS Form 3115 ready to file
- Asset breakdown and depreciation schedules your CPA can drop into your return
- Plain-English summary of your tax benefit
- Audit defense included for the life of the study
Why E&E
Why investors keep coming back.
You get an engineer and a CPA on the same team
Most firms have one or the other. We have both in the room when your study is built — so nothing eligible gets left in the wrong bucket.
Studies that hold up under IRS scrutiny
Every reclassification is documented to the standard the IRS expects. If anyone ever questions it, the paper trail is already there.
A real person, not a ticket number
You’ll know who’s working on your study. Same team before, during, and long after delivery.
If the IRS calls, we answer
Audit defense is included for the life of the study — documentation, engineering testimony, and CPA-side guidance, at no extra cost. Most firms charge thousands for this.
The first number is free.
Tell us about your property and we’ll show you what cost segregation could put back in your pocket this year. No commitment, no sales call.
See My Tax Savings