1. Explore the potential benefit
Enter your property type, purchase information, and placed-in-service date in the free estimate. The result is an illustration of possible depreciation, not a promise that you can deduct that amount this year. Your tax professional can evaluate eligibility, loss limits, and your filing situation.
Check which properties are eligible before ordering.
2. Create your account and choose a study
If the study fits your situation, create an account and review the price and scope before paying. You can compare the base study and additional services before making that decision. Buying a report and completing the required intake are separate steps.
3. Complete your property intake
Supply the property details, acquisition and use dates, relevant costs, and supporting records requested in the questionnaire. Closing documents, a prior depreciation schedule, and renovation records may help establish the facts. Save your progress and return as needed; do not guess when a record is available.
Clear records matter because incorrect basis, dates, or property descriptions can change the analysis. Respond to any follow-up questions before the file is ready for review.
4. Engineers review the analysis
Purpose-built software calculates the study. Cost segregation engineers review the property facts, modeled costs, asset classifications, and schedules, and can correct the analysis before delivery. Basis does not use AI for engineering analysis, component classification, or recovery-period determinations.
Roel A. Vicerra, MBA, leads Basis’s technical methodology. His published background includes a decade at KPMG and 15 years of specialized cost segregation experience. Read his experience and credentials.
5. Review the report with your tax professional
The report documents the study’s allocations, methodology, and schedules. Your CPA or tax preparer evaluates how the findings apply to your return, including loss limitations and any prior-year filing requirements. Basis’s study is not a tax return or a guarantee of IRS acceptance.
Explore the report format and use our CPA review guide to prepare questions.
When to expect your report
The standard delivery timeline is 3–5 business days after payment is received, the required questionnaire is complete, sufficient information is supplied, and Basis accepts the file as ready for review. Missing information, follow-up questions, unusual facts, and other conditions described in the service agreement can affect timing.
After delivery, the base study includes three years of limited report-related support. Tax filing, IRS representation, and separate additional services have different scopes.
Start with your property
Use the free estimate to explore potential accelerated depreciation, then ask your tax professional whether the deductions would help in your situation. There is no account or payment required to start.