Cost Segregation Documentation Support for Property Owners
We help organize property records, improvement invoices, fixed asset schedules, and supporting documentation that your CPA or cost segregation firm may request. We do not perform studies or calculate depreciation.
Who This Service Is For
Our cost segregation documentation support is designed for property owners in Houston and Los Angeles who may be exploring cost segregation studies with qualified professionals.
Commercial Property Owners
Office buildings, retail centers, warehouses
Real Estate Investors
Rental properties, multi-family, mixed-use buildings
Medical Facility Owners
Medical offices, clinics, dental practices
Restaurant & Hospitality
Restaurants, hotels, entertainment venues
Manufacturing Facilities
Industrial buildings, production facilities
Self-Storage & Flex
Self-storage facilities, flex space, industrial parks
Records We Help Organize
We help organize property records and documentation that cost segregation providers commonly request.
Closing Statements & Purchase Documents
- HUD-1 or closing disclosures
- Purchase agreements
- Appraisals at acquisition
- Land vs. building allocation
Construction & Improvement Invoices
- General contractor invoices
- Subcontractor details by trade
- Material and supply receipts
- Permit and inspection fees
Fixed Asset Schedules
- Current depreciation schedules
- Asset lists with dates and costs
- Prior tax return depreciation
- Previous cost segregation studies
Property Photos & Project Records
- Construction progress photos
- Building systems photos
- Architectural drawings
- Scope of work documents
Repairs and Maintenance Categorization
Properly distinguishing repairs from capital improvements is important for property accounting. We help organize records to support this categorization:
- Separate repair invoices from improvement invoices
- Organize maintenance records by type
- Categorize capital improvement projects
- Document tenant improvement costs
- Create clear expense organization in QuickBooks
What We Provide
- •Property record organization
- •Construction invoice categorization
- •Fixed asset schedule preparation
- •Repairs vs. improvements organization
- •CPA-ready documentation packages
- •Coordination with your advisors
What We Do Not Provide
- •Cost segregation studies
- •Engineering analysis
- •Depreciation calculations
- •Tax advice or tax opinions
- •Appraisals or valuations
- •Tax return preparation
Coordination With Your CPA or Cost Segregation Firm
We work with your existing advisors to provide the documentation they need in their preferred format:
- Provide records in formats requested by your cost segregation firm
- Organize invoices and documentation by building component or trade
- Create summaries and schedules to support their analysis
- Answer questions about property expenses and records
- Coordinate directly with your CPA or tax preparer
Pricing
Cost segregation documentation support is custom quoted based on document volume, number of properties, improvement complexity, and coordination needs.
Cost Segregation Documentation FAQs
Common questions about our cost segregation documentation support service.
Request Cost Segregation Documentation Support
Contact us to discuss your property documentation needs. We will review your situation and provide a custom quote based on your specific requirements.
Important: We recommend speaking with your CPA or a cost segregation specialist before engaging documentation support to confirm a study makes sense for your property.
Schedule a Free Consultation
Tell us about your business and we will reach out to discuss how we can help.
We help organize property records and documentation for your CPA or cost segregation provider. We do not perform cost segregation studies, engineering analysis, or depreciation calculations. Final tax treatment should be reviewed by qualified professionals.