Thank You – Cost Seg Form Submitted
Posted Tuesday, January 27, 2026
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Form Successfully Submitted!
Your cost segregation request form has been successfully submitted. We are super excited! We will review the data within 24 hours, and move a copy to your ShareFile folder for historical safekeeping should we fully engage. If you need to update your data, you can submit this form again. You can also contact us at 719-387-9800 to make quickie changes and fix some oopsies.
Don’t Wanna Wait?
Are you ready to proceed with the full study? Sure, you just submitted an intake form to perform a benefits analysis, but you fairly certain on proceeding? Without financial commitment, you can complete our-
Cost Segregation Engagement Letter
As part of our commitment to optimizing your tax strategy, if we move forward with the cost segregation study, please review and sign our specialized engagement letter. This is required, and outlines the scope of our responsibilities and protection of your data including partnership with third-party providers.
Cost Segregation Engagement Letter
Here is our cost segregation engagement letter for your review (and submission prior to fully engaging).
Property Setup Form
Use this secure worksheet to share your rental property’s purchase details, renovation history, appraisal and closing documents with our team. We will use this information to kick off your cost segregation study and ensure your investment is positioned for maximum tax benefits.
Cost Segregation Rental Setup Form
Submit your property acquisition details, prior depreciation, service dates, and various other fun things via this secure worksheet to initiate your cost segregation study.
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