Explore engineering-based cost segregation for commercial buildings, multifamily properties, small rentals and STRs. Define the property-specific scope during discovery.
Choose the property you own, then compare study scope, expected economics and the information your CPA needs.
Office, retail, industrial and mixed-use study questions.
Unit variations, shared amenities and portfolio coordination.
Single-family homes, duplexes and fourplexes.
Furnishings, renovations and tax-preparer coordination.
Analyze the components of an Airbnb, vacation home, or other STR using property-specific records. Your return preparer evaluates bonus eligibility, participation, and other limitations before estimating a usable deduction.
Evaluate a component study for your long-term rental or portfolio. Compare the fee and expected timing benefit with your passive-income position, prior depreciation, state treatment, and expected holding period.
Already own the property? Provide the existing depreciation schedule. Your preparer determines whether an accounting-method change, amended return, or another approach is appropriate and what a look-back study must document.
Renovating your rental? Document removed components and new work separately. Ask your preparer whether a partial-disposition election applies and what basis evidence is required before assuming a deduction.
Own multiple rental properties? We offer portfolio pricing and batch processing to maximize efficiency across your entire real estate portfolio. One engagement, one point of contact, all properties analyzed.
We work directly with your CPA or tax advisor, providing all documentation and schedules needed to file the study. Confirm the report format and implementation responsibilities with your preparer before engagement.
Compare the study evidence, written scope, fee, and CPA support before choosing a provider.
Explore Stratum's cost segregation study resource center for records, scope and report questions. Then review AE Tax Advisors' planning resources for the implementation discussion. Stratum documents the property; AE considers the wider tax strategy.
Choosing a cost segregation company starts with the building and the evidence. Ask for a written scope showing how the study will identify components, establish costs, reconcile depreciable basis and document classifications. Confirm the assigned technical reviewer and the inspection method for your property.
Give each provider the same settlement statement, prior depreciation schedule and renovation history. Ask whether missing plans or invoices change the scope, fee or delivery assumptions. Separate the study fee from return preparation, method-change work and examination representation. A low initial quote is useful only when you understand the complete engagement.
Compare The Ambrose Group and Stratum for study scope and CPA handoff, or use our cost segregation proposal checklist. For the owner's implementation decisions, review AE Tax Advisors’ Ambrose comparison.
Study evaluation reference: IRS Cost Segregation Audit Technique Guide. A documented study supports review; it does not guarantee acceptance or a particular tax outcome.
Review cost segregation provider comparisons and how Stratum works with AE Tax Advisors before choosing a written scope.
Stratum cost segregation studies cost $1 per square foot, with a $2,000 minimum per property.
Calculate your study fee · Estimate potential accelerated depreciation
Discuss your property, study scope and next steps with AE Tax Advisors.
$1 per square foot · $2,000 minimum per property.