The process
Five steps. Zero drama.
Most engagements run a few weeks from sign-up to delivered report. Here's exactly what happens.
- 1
Estimate
Start with the free online estimate. Two minutes, no obligation — you'll see a preliminary first-year savings range on screen and get a full estimate by email.
- 2
Engagement
Ready to move? You sign a simple engagement agreement with a flat fee and a clear scope. No hourly meters, no surprise charges.
- 3
Property data
We request the documents we need — settlement statement, improvements, and building details. Our team handles the heavy lifting; you don't chase paperwork for weeks.
- 4
Cost segregation study
Our in-house cost segregation analysts prepare the study using the detailed engineering cost estimate approach described in the IRS Cost Segregation Audit Techniques Guide, priced with RSMeans construction cost data.
- 5
Report delivered to your CPA
You and your CPA receive a complete, defensible report — classifications, supporting detail, and everything needed to claim the deductions. If you don't have a CPA, we can point you to one.