Property background and supported depreciable basis
PLAIN-ENGLISH CALIFORNIA GUIDE
Updated September 12, 2026 · Individual tax treatment requires CPA review
Cost segregation without the tax jargon.
Start with the property’s actual use, ownership history and available records. Cali Cost Seg accepts California inquiries; each engagement requires confirmation of technical scope and delivery arrangements.
- ✓ Free quote before payment
- ✓ Scope confirmed in writing
- ✓ California statewide
WHY IT MATTERS
Start with the facts. Confirm the scope.
Bring the records listed below to an initial property review. The written proposal must confirm technical availability, preparer, reviewer, deliverables, fee and timing. Your CPA determines the tax treatment and whether a study is worth its cost for your situation.
Plain English: you are not creating a new deduction. You are identifying when supported pieces of the property may be depreciated.
WHAT WE REVIEW
What a professional study should contain
Methodology and engineering procedures
Asset-by-asset classification schedule
Legal rationale for classifications
Reconciliation to actual or supported costs
Assumptions, limitations and preparer credentials
DOES IT FIT?
Strong candidates usually have four things.
✓
Rental or business use is documented
✓
Purchase and improvement records are available
✓
Technical scope is confirmed in writing
✓
Your CPA can review the proposed treatment
PORTFOLIO PROPOSALS
More properties. One prioritized scope.
Group shared records, similar property types and inspection needs into a written rollout plan.
2–4 propertiesGrouped scope5–9 propertiesPrioritized rollout10+ propertiesMaster proposal
STRAIGHT ANSWERS
Frequently asked questions.
How does the study fit into my CPA’s work?+
The study documents property costs and proposed classifications for your CPA to review. Your CPA determines tax treatment, applicable limitations, elections and return filings; the study does not replace that work.
How much will my study cost?+
Use the calculator for an instant standard study quote, then send the short form for a written proposal. We confirm property details, scope and timing before payment.
Is the study fee the same as estimated tax savings?+
No. The study fee pays for the agreed work, while any estimated tax benefit depends on the property and taxpayer. Review them as separate figures with your CPA.
What should a written quote include?+
Look for the property and scope, deliverables, preparer and reviewer, fee, timing and any additional charges. Ask for unclear items to be resolved before accepting the proposal.
AUTHORITATIVE SOURCES
Primary tax references.
Tax rules and procedures can change. These links are general references, not approval of a taxpayer’s position. Your CPA should confirm the law that applies to your acquisition date, placed-in-service date and return.
FREE PRELIMINARY PROPERTY SCREEN