Cost Segregation Study Questionnaire

Capstan Tax Strategies collaborates with commercial real estate owners and their tax advisors to maximize tax savings on real estate holdings. By creating a customized slate of engineering-based tax strategies, we help each client accelerate depreciation and maximize deductions, thus creating positive cash flow.

Capstan is the cost segregation firm of choice for thousands of clients.

Complete the Cost Segregation Study Questionnaire below and we will begin our collaborative journey to tax savings.

  • CLIENT INFORMATION

  • PROPERTY INFORMATION

  • If applicable
  • If applicable
  • ADDITIONAL DETAILS

  • PLEASE EMAIL ADDITIONAL INFORMATION NEEDED TO BID THE PROJECT

    New Construction/Renovation
    - Total construction cost, including hard & soft costs, excluding land
    - Final Contractor's Application for Payment (AIA Docs G702 and G703)

  • Acquisition
    -Settlement sheet
    -Amount allocated to land
    -Offering memorandum
    -1031 Exchange documents with step-up in basis

  • Existing Buildings (Look Back)
    -Most recent tax depreciation schedule or fixed asset schedule

    Please check all available documentation. This will be needed once Capstan is engaged.
  • DEPRECIABLE BASIS

  • Land ___% OR $___________
    [Assuming 3-Year average annual gross receipts are more than $25M]
  • Section Break