For CPA firms

The packet your client's study produces.

Free studies for every builder client. You get workpapers you can file from, reviewed by a CPA, at one fixed fee per property.

The packet

What's inside

Cost segregation study
Every component with its ATG matrix row, recovery class, method and convention.
Asset schedule
5, 7, 15, 27.5 and 39-year property, with bonus by class and import files for Lacerte, ProConnect, UltraTax, CCH and Drake.
Form 3115 and 481(a) schedule
Draft Form 3115 (DCN 7) with the catch-up adjustment by year for look-back properties.
263A, 45L and 179D workpapers
Inventory cost capitalization, energy credit and deduction support where they apply.
Review and sign-off log
Who reviewed, when, and on what. Drafts are watermarked until a CPA releases them.
Audit binder
Source document index, method notes and the IRS audit guide quality checklist.

Wording:

See a real packet first: Open the sample CPA packet: summary, Form 4562 and 3115 data sheets, elections, open questions and the sign-off page. In CPA terms, every amount opens its rule, inputs and source.
Try the firm workspace: The sample firm workspace shows a fictional firm with three builder clients: the review queue, each client's plan and packet.
Imports into your software: One zip: Lacerte and ProConnect fixed-asset import files, a generic CSV for UltraTax, CCH and Drake, bonus elections by class, 481(a) lines and the review log.
Who reviews: A CPA signs off on every study before it is final. An engineer reviews too when the building is large, and always for the energy-efficient building deduction. Until then, every page reads “Ready for your CPA’s review”.
You file, we never do: We prepare research and documents for your review. You decide what goes on the return.
One fixed fee: Set by scope, never by the savings. Firm bundles: 3 or more clients in one checkout: 10% off; 10 or more clients in one checkout: 20% off; 25 or more clients in one checkout: 25% off.