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.
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 licensed 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?
Cost segregation analysis is a tax planning strategy that helps smart real estate owners to utilize bonus depreciation deductions. Always leading to massive tax savings today, instead of the standard 39 yrs.
Cost segregations will defer taxes, and improve cash flow. Why give the IRS more money than you have to?
Helped clients save ~$1m+ in total tax credits while remaining in state and IRS compliant
2.
When Can CFO Anytime Perform a Cost Segregation Analysis?
Cost Segregation services are useful throughout the real estate life cycle:
Recent Acquisitions
New Construction
Pre- and Post-Renovation
High W2 Earners Looking to offset active income
3.
What Are the Cost Segregation Tax Benefits?
Accelerated Depreciation
Bonus Depreciation
Increased Cash Flow
Decreased Tax Burden
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
Opportunities to accelerate depreciation deductions and most importantly save you money
Claim the cost segregation tax
deductions,
without the headache
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.
End-to-end service
We handle the full cost segregation tax claim process for you. That includes identifying eligible deduction expenses, filing the right paperwork, and making sure your deduction is accurately applied.
Meticulous documentation
Our combination of software and experts make the cost segregation claim process and 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, CFO Services support all under one roof. We already know your numbers from the ground up: That means we work fast and efficiently to identify expenses and maximize your savings.
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.
Claim the cost segregation tax deductions, without the headache
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.
End-to-end service
We handle the full cost segregation tax claim process for you. That includes identifying eligible deduction expenses, filing the right paperwork, and making sure your deduction is accurately applied.
Meticulous documentation
Our combination of software and experts make the cost segregation claim process and 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, CFO Services support all under one roof. We already know your numbers from the ground up: That means we work fast and efficiently to identify expenses and maximize your savings.
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
Frequently asked questions
Why Does a Cost Segregation Study Matter
for Property Owners?
Why Does a Cost Segregation Study Matter for Property Owners?
Segregating the costs of a property matters because of the financial benefits. 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 - typically
10x returns today.
With a cost segregation study, you get the benefits of time value of money - and save thousands today.
Who Performs Cost Segregation Studies?
Segregating the costs of a property matters because of the financial benefits. 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 - typically
10x returns today.
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.
Tax
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.
CFO Services
Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.
