Claim the cost segregation tax deduction.
Your real estate holdings could generate up to millions in taxable-income deductions. We do the heavy lifting with our in-house CPAs and handle the whole process, so you can get back to business.
Boost Your Tax Refund
Cost seg studies from a CPA who invests in real estate too.
Your cost segregation study is handled by Philip, a Florida-licensed CPA who holds a Master of Accountancy and trained inside the Big Four at Deloitte and Ernst & Young before going on to Wall Street and private equity. He also invests in real estate himself, so he understands both the depreciation mechanics and what a property owner is actually trying to accomplish.
That combination matters. A cost seg study is only as valuable as the tax strategy around it, so Philip builds the study to fit your bigger tax picture and makes sure the accelerated depreciation actually lands on your return. And you work with him directly, not a rotating cast of junior staff.
He is proactive rather than reactive, genuinely responsive, and speaks in plain English. If cost segregation is right for your property he will tell you straight, and if it is not, he will tell you that too.
What business owners say.
Cost segregation analyses performed
States we have experience in
Certified Public Accountants on staff
A complicated deduction, done right.
End-to-end service
We handle the full cost segregation tax claim process for you — identifying eligible deduction expenses, filing the right paperwork, and making sure your deduction is accurately applied.
Meticulous documentation
Our combination of software and experts makes your paperwork meticulous. We also ensure your payroll provider, tax preparers, and accountants are all on the same page.
All-in-one support
With CFO Anytime you get bookkeeping, tax, cost segregation, R&D credit, and CFO services under one roof. We already know your numbers, so we move fast to maximize your savings.
Here is how we streamline the entire process.
We conduct the study
A cost segregation tax study identifies the total qualifying expenses you can claim for accelerated depreciation.
We prepare the paperwork
We prepare and file the necessary tax paperwork to claim the deduction, or provide the documentation for your tax preparer.
We back it up
We provide the required supporting documentation — an important prerequisite in case of an IRS audit.
Everything you need, under one roof.
Bookkeeping
Accurate, triple-checked monthly financials with the reports and metrics that matter.
Get Your Books In OrderTax
Federal and state filings and proactive planning, handled by in-house CPAs.
Get Your Taxes Done RightFractional CFO
Budgets, forecasting, and fundraising support from seasoned operators.
Get Expert GuidanceClaim the cost segregation deduction, without the headache.
Get the peace of mind that comes from partnering with our experienced finance and accounting team.