Claim the cost segregation tax deduction
Your real estate holdings could generate up to millions of taxable income deductions through the cost segregation study.
CFO Anytime helps you maximize your savings while doing the heavy lifting with our in-house CPAs. We handle the whole process so you can skip the paperwork and get back to business.
Experience Matters
Our Internal CPA's Have YEARS
of Industry Experience
100+
Cost Segregation
Analyses Performed
Experience in all 50 states
Certified Public Accountants on Staff
1.
What is a Cost Segregation Analysis?
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Cost segregation analysis is a tax planning strategy that can help real estate owners and tenants to accelerate depreciation deductions. Although standard depreciation occurs over a lengthy 39-year period, many assets within a structure–from plumbing and electrical fixtures to flooring–are not designed to last that long.
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Cost segregation CPAs can break out such assets for a five-year, seven-year, or 15-year recovery period, helping accelerate depreciation, defer taxes, and improve cash flow.
2.
When Can CFO Anytime Perform a Cost Segregation Analysis?
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Cost Segregation services are useful throughout the real estate life cycle:
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Recent Acquisitions
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New Construction
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Pre- and Post-Renovation
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High W2 Earners Looking to offset active income
3.
What Are the Cost Segregation Tax Benefits?
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Accelerated Depreciation
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Bonus Depreciation
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Increased Cash Flow
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Decreased Tax Burden
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A Quality Cost Segregation Analysis Provides the Documentation Required to Support a Host of Tax Strategies, including Tangible Property Analysis, Partial Asset Disposition, and EPAct 179D Energy Efficiency Deductions
You could save thousands through the cost segregation, so it’s important it’s done right. We handle the tax process from start to finish and provide the necessary documentation to back up your claim with the IRS. Claiming the cost segregation can be complicated and tedious, but we make it easy.
Claim the cost segregation tax deductions,
without the headache
Here’s how we streamline the entire process:
We conduct a cost segregation tax study, which identifies the total amount of qualifying expenses you can claim for accelerated depreciation.
We prepare and file the necessary tax paperwork to claim the cost segregation, if you use CFO Anytime Tax. Otherwise, we provide the right documentation for your tax preparer to file.
We provide required supporting documentation, which is an important prerequisite in case of an IRS audit.
A complicated deduction, but simple pricing
Whether you’re looking to strengthen your decision-making or want a hands-off compliance solution, we tailor our services to your needs
$1,250 - $10,000+
/ study - depending on total estimated cost segregation deduction
Frequently asked questions
Why Does a Cost Segregation Study Matter for Property Owners?
Segregating the costs of a property matters because of the financial benefits it provides. While the study has an up-front cost, the tax savings from accelerating depreciation deductions can result in significantly increased cash flow over several years.
With a cost segregation study, you get the benefits of time value of money. However, that also means that if you don’t plan on holding the property for the long term, you may not get any benefit from having a cost segregation study because any up-front benefits reverse upon the sale of the property.
Who Performs Cost Segregation Studies?
Performing this analysis on your own isn’t really feasible. It typically involves a team of tax advisors and engineers working together to decide which components of a building should go into each category and how much each element costs on its own.
How Does Cost Segregation Work?
The goal of a cost segregation study is to identify all property-related costs that can be depreciated over five, seven and 15 years—or written off faster using bonus depreciation, which is 60% in 2024 and 40% in 2025.
To accomplish this, your advisory team reviews available property records, inspections, cost details and blueprints and may also perform a physical inspection of the property.
When Is the Best Time to Get a Cost Segregation Study?
The best time to conduct a cost segregation study is in the year the building is acquired, constructed or remodeled. However, you can have a look-back study done any time afterwards and claim the resulting write-offs without amending prior-year tax returns.
Your full finance stack
CFO Anytime goes beyond tax preparation services to offer everything you need for your business's financial management.
Bookkeeping
Our expert CPA bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.
​Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.
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