Cost Segregation Proposal Checklist

1. Cost basis of property or estimated cost to complete.
   
   
2. Date placed in service or estimated date of completion.
   
   
3. Description on type of building (i.e. mfg., ofc. bldg., restaurant, etc.)
   
   
4. Approximate square footage of facility.
   
   
5. Describe company’s business operations.
   
   
6. Explain company ownership structure (i.e. C or S corporation, LLC or
   Partnership, etc.)
   
   
7. Nature of the business activity which will be carried on at facility.
   
   
8. Obtain copy of regular tax depreciation schedule for entity owning real estate.
   
   
9. Was the building purchased or constructed?
   
   
10. Is the building free standing? If not, explain Denote if located on a city block.
    
    
11. Do blueprints, site plan and/or survey and construction records (AIA documents)
    exist for each facility? If not can they be obtained from other source?
    
    
12. If purchased facility, does appraisal report exist?
    
    
13. Provide location of each property involved in project (City and State)
    
    
14. Any unique features of the facility or facilities? If yes, please describe.
    
    
15. What is the effective federal and state tax rates for the entity owning the real
    estate?

Download Our Cost Segregation Proposal Checklist

Cost Segregation Proposal Checklist

Contact Information:

Cost Segregation Partners is one of the nation's leading providers of cost segregation and consulting services to real estate owners. Cost Segregation Partners also assists accountants and CPA firms in providing services to their qualified clients who have constructed, bought, expanded or remodeled real estate.

Contact us Via the Web or Toll Free: (800) 591-0148

Grant Keppel, CPA National Director		Jennifer Birkemeier, CPA Manager