What CPA-ready means at SegBasis
- Clearer property facts and basis assumptions
- Organized schedules, support files, and exhibits
- Cleaner notes for implementation questions
- A visible path for escalation when a file becomes more complex
Report standards
Built for clearer delivery, stronger support, and better CPA handoff.
SegBasis is designed to give property owners and CPA firms a report package that feels organized, supportable, and easier to review—without overpromising what any study can do.
Clear language clients and CPAs can trust
| Preferred wording | Avoid | Why it matters |
|---|---|---|
| CPA-ready report package | CPA-approved | CPA review should never be implied unless a CPA has actually reviewed and approved the file. |
| Reviewer-assisted delivery | IRS-approved | The IRS does not pre-approve private cost segregation studies. |
| Prepared for CPA implementation | Guaranteed tax savings | Actual tax benefit depends on taxpayer facts, filing treatment, and the CPA’s final implementation decisions. |
| Engineer-reviewed when applicable | Engineering study when no engineer is involved | The description should match the actual review path and scope of work. |
What clients can expect from our approach
- Clear communication about scope and deliverables
- No inflated promises about tax outcomes
- Human review where judgment and support matter most
- Honest guidance when a property is not the right fit for a full study
Next step
Want us to screen a property first?
Start with a feasibility request. It is the fastest way to see whether the property belongs in a snapshot, a full study, or a more reviewer-intensive path.