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How to Create an IRS Account Cost Segregation Where's My Refund?

Cost segregation

Learn how cost segregation can benefit your business.

A cost segregation study reclassifies parts of a building into shorter depreciation lives, accelerating deductions and improving near-term cash flow. It is most powerful for owners of commercial property or residential rentals placed in service recently.

1Best for buildings with a cost basis above roughly $500,000
2Typically shifts 20–40% of basis into 5, 7 and 15 year property
3Can be applied to prior years with a catch-up adjustment
4Pairs with bonus depreciation for a larger first-year deduction
5We model the tax benefit before you commission a study

Is a cost segregation study a good option for you?

Answer the three questions below. Answering “Yes” to any one of them means a cost segregation study may be a good strategy for you this year.

1.Do you have net taxable income this year from your rentals, sale of rentals, or passive investments?Yes

2.Do you qualify as a Real Estate Professional this year?Yes

3.If you have short-term rentals, did you materially participate in those S/T rentals during the year?Yes

Currently, a Cost Seg may not be a good option for you.

A Cost Seg may be a good strategy for you.

This flowchart is a simplified screening tool, not tax advice. Eligibility depends on your full tax picture — we will evaluate your specific situation before recommending a study.

Need help applying one of these?

We will walk you through the IRS portal or model a cost segregation benefit on a free consultation call.

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Cost segregation

Is a cost segregation study a good option for you?

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