Practical guide
Cost-Segregation Field Evidence
What field capture should produce to support a CPA-led cost segregation study.
Modules
- Pre-visit document checklist
- Capturing site improvements and specialty equipment candidates
- Handoff format for the tax professional
Outcomes
- Prepare a property and capture plan for a field visit
Professional boundaries
- Legal boundary and property line determinations require a licensed land surveyor.
- Final tax positions, asset lives and depreciation treatment require a qualified tax professional.
- Structural, mechanical and other engineering conclusions require a licensed engineer.
- Official valuations and appraisals require a licensed appraiser.
- Thermal imagery indicates apparent anomalies only and is not a diagnosis.
- Legal opinions, causation findings and expert testimony require qualified counsel and retained experts.
Start with the decision you need to make.
Tell us the property and the decision. You get a written scope with an exact price before anything is scheduled.