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Sample page

Sample executive summary

A polished first-page view of the property facts, basis framing, and concise summary a CPA can scan before reviewing schedules.

Tier 2 · CPA-ready remote study Representative asset · STR duplex Sample page
Executive summary

Property snapshot

$425,000Total acquisition price
$312,000Sample building basis
2025Placed in service
RemoteStudy method
Scope

Executive brief

This sample report package is designed to show how SegBasis presents a residential investment file when settlement documents, photos, and floorplan information are available.

The format prioritizes a structured reclassification estimate, clear support, and a cleaner CPA handoff. Final filing treatment, depreciation elections, and accounting-method decisions remain with the taxpayer’s CPA or tax advisor.

Source file checklist
  • Settlement statement / purchase details
  • County assessor record and square footage
  • Interior/exterior photo set
  • Known renovation history from owner
  • Floorplan or measurement source
Basis assumptions

Basis assumptions summary

  • Land value excluded from depreciable building basis using a working allocation approach.
  • No engineering destructive testing is included in this representative remote-study format.
  • Renovation inputs limited to owner-provided descriptions unless invoices are supplied.
  • Any major discrepancies between records and site imagery would trigger escalation review.
Result framing

How the summary reads

This sample page shows how shorter-life-property classifications can be presented as documented, supportable conclusions tied to visible building components and supplied records — not guaranteed tax outcomes.

Next: view the schedule sample →