Evaluate the Method, Not a Promised Result
Every property and taxpayer is different. A credible feasibility review starts with basis, land allocation, asset type, placed-in-service date, improvement records, use, holding period, and the owner’s tax position. Published percentages and testimonials cannot establish the result for another property.
Core Deliverables
- Reconciliation of the analyzed depreciable basis to owner records
- Component-level asset listing with cost, recovery period, and method
- Explanation of the costing and classification methodology
- Source records, photographs, plans, or disclosed estimates supporting the analysis
- Depreciation schedules and a clear list of assumptions
- Technical authority for material classifications
Questions to Ask Any Provider
- Who performs and reviews the analysis?
- How is land separated from depreciable basis?
- Which records are required and how are missing costs estimated?
- Does the report reconcile to the depreciation schedule?
- How are renovations, dispositions, and prior depreciation handled?
- What support is available to the owner’s CPA?
Stratum and AE Tax Advisors
Stratum focuses on the property report. AE Tax Advisors leads the discovery and strategy discussion so the owner can consider passive activity rules, bonus depreciation, state conformity, recapture, and other facts that affect implementation. A study documents classifications; it does not promise a particular deduction, refund, or examination outcome.
Editorial Transparency
Stratum does not publish anonymous or unverified testimonials as evidence of likely results. Educational content follows our editorial policy, is dated, and separates illustrative examples from property-specific analysis.