Compare the format, depth, and CPA handoff quality before you commit. SegBasis is designed to give clients and CPA firms a clearer, more credible deliverables package from the start.
This page gives property owners and CPA firms a clearer look at how SegBasis packages a Tier 2 study—from the sample PDF down to the schedules and handoff notes.
Choose the package that best fits the property, the timeline, and the level of CPA or reviewer support the file is likely to need.
A fast, low-risk first step to see whether a full study is worth pursuing.
Best fit for qualified STRs, rentals, and clean residential investment files that need a polished CPA-ready package.
For larger, higher-stakes, or firm-managed files that need deeper support and cleaner reviewer packaging.
These sample pages highlight organized presentation, cleaner support, and a report style built to be easier for investors and CPAs to review.
Start with the executive summary, move into schedules, and close with CPA handoff notes and filing considerations.
Property profile, basis framing, source documents, and the concise overview a CPA wants before reviewing schedules.
View executive summary sample →Classification buckets, quantities, and support references that show how the report becomes a reviewer-friendly schedule.
View schedule sample →Implementation guidance, filing considerations, and the questions that stay with the tax professional before filing.
View handoff sample →Open the printable sample PDF to review a more complete package with a fictionalized owner, sample property address, estimated schedules, review notes, and embedded property photos. A scrolling browser version is also available.
If you want to send a client file to SegBasis, set the coordination path, or keep the first review inside the CPA-client relationship, use the dedicated partner workflow.
Property type, placed-in-service context, documentation basis, and a concise explanation of what the package is meant to support.
Land/building allocation assumptions, known improvements, taxpayer-supplied facts, and the limits of any missing records.
Photo set, floorplan, county record, settlement statement, renovation notes, inventory, and other source materials used in the build.
Clear breakout of 5-year, 15-year, and remaining building components with supporting logic.
How component quantities, construction logic, and cost relationships were derived from the property facts and documentation.
Key photo references, floorplan excerpts, and supporting notes that help a reviewer understand the basis for the classifications.
Implementation reminders, lookback/Form 3115 flags, and items the taxpayer’s CPA should confirm before filing.
Clear callouts when the file starts to move beyond a clean remote study and should be reviewed more deeply.
The strongest cost segregation packages do more than show a number. They present the file in a way that feels organized, supportable, and easier to evaluate.
| Item | Feasibility Snapshot | CPA-Ready Remote Study | Reviewer-Assisted / White-Label |
|---|---|---|---|
| Customer-facing summary | Yes | Yes | Yes |
| Benefit range / fit screen | Yes | Included but not the main value | Included |
| Structured reclassification schedule | No | Yes | Yes |
| Supporting workpapers | Light | Yes | Expanded |
| CPA handoff notes | Basic | Yes | Yes |
| Reviewer memo / white-label delivery | No | Optional escalation | Yes |
| Best fit | Qualification and pre-sale screen | Standard clean residential / STR / small rental files | CPA firms, larger basis, or harder-to-defend files |
Start with a feasibility snapshot. If the property looks promising, SegBasis can recommend the right report level instead of pushing everyone into the same package.