For CPAs and tax preparers
Studies sized for your clients' rental homes
Most cost seg firms are built for commercial buildings and price accordingly. Your clients with one to ten rental homes need a defensible study at a fee that makes sense on a $400,000 house.
A schedule you can enter line by line
An Excel asset schedule with placed-in-service date, basis, class life, method and convention for each line, plus a report stating the methodology and the source of the land value.
Form 3115 support
For look-back studies we prepare the §481(a) adjustment and a draft Form 3115 (automatic change, DCN 7) for your review and signature.
We won't oversell your client
If passive loss limits, a short hold or a low bracket make the study a poor fit, the proposal says so. You keep the relationship; we do the engineering.
Send us a client property
Use the proposal form and put your firm name in the notes, or email hello@foxcostseg.com with the address and purchase price. The proposal goes to you, your client, or both.
Request a proposal