Cost Segregation

Implementation

Implementation

Final Phase of Selling Process Engagement Letter

- Client signs EL included with property analysis- Need client’s address- Need addresses of properties to be studied- Send EL to home office along with documents

needed to study

Implementation Documents Needed for Study On “Documents Requirement List” in property analysis Includes

- Address of property to be studied- Contact information to schedule site survey- Newly Acquired Property

• Building Cost – confirm with CPA• Blueprints or layout of building• Appraisal• Cost Documents – AIA, cost ledgers, invoices

- Property owned for over 1 year• Federal Tax Depreciation Schedule• Blueprints or layout of building• Appraisal• Cost Documents – AIA, cost ledgers, invoices

Completed Report 1. Introduction

- Executive Summary- The Application Process- Engineering Credentials

2. Scope of Study- Overview- Methodology - MACRS & 1245 Property- Land Improvements

3. Economics/Evaluation- Investigation & Evaluation Certificate- Cost Segregation Summary- Cost Segregation Detail

4. Site Information- Survey Images