Independent Cost Segregation Support for Tax Professionals
The Valuation Group provides cost segregation support for CPAs, tax advisors, attorneys, and advisory teams that need documented analysis of real estate costs, property components, depreciation classifications, and supporting schedules for taxpayer reporting.
Our work assists the professional team already advising the taxpayer by providing the cost segregation study and related work product needed for review, planning, and reporting.
Why The Valuation Group
CPAs and tax advisors often need specialized cost segregation support when acquisitions, improvements, renovations, or build-outs involve property components requiring detailed classification and documentation.
Our role is focused on the study, schedules, and supporting analysis, so the taxpayer's advisors receive organized work product they can evaluate within the broader tax engagement.
We prepare cost segregation studies and schedules that assist CPAs and tax advisors in evaluating depreciation classifications, shorter-life property, site improvements, personal property, building components, and related allocation issues.
Our analysis is designed to provide organized documentation that can be reviewed and incorporated into the taxpayer’s depreciation records and reporting process.
Our reports identify the property reviewed, the records considered, the components analyzed, the classifications applied, and the cost allocations developed.
Supporting schedules may address land, building, shorter-life property, site improvements, interior components, specialty systems, fixtures, signage, lighting, paving, landscaping, and other property components relevant to the study.
We assist professional teams with cost segregation studies involving acquired properties, newly constructed properties, renovations, leasehold improvements, tenant build-outs, expansions, remodels, and other real estate projects.
Our work can be tailored to the available records, project history, property type, and level of documentation needed by the taxpayer’s advisors.
The Valuation Group does not replace the taxpayer's CPA or tax advisor. Our role is focused on cost segregation analysis, asset classification support, schedules, and documentation for the professional team.
We provide valuation and classification support so the taxpayer's advisors can evaluate and apply the appropriate tax treatment within the broader tax engagement.
Related Cost Segregation Issues
Cost Segregation
for Acquired Properties
Purchased properties may require supportable allocation of acquisition price among land, building, shorter-life property, and site improvements.
Cost Segregation for Renovations, Improvements & Build-Outs
Renovation and build-out projects may require detailed review of construction costs, invoices, project records, and property components.Bonus Depreciation & Accelerated Depreciation Analysis
Cost segregation studies may assist tax professionals in evaluating depreciation classifications and accelerated depreciation treatment.IRS-Ready Cost Segregation Documentation
Clear reports and schedules help support depreciation classifications, allocation methodology,and professional review.
