You'll Be An Even Greater Trusted Advisor To Your Client
CPA's Grow Your Business
It is critical today to offer more services to your clients. Let us be your back office for your commercial real estate owners. You will be able to generate extra cash flow for their business.
Review Process
The Process
1. Let's discuss your clients who have CRE holdings.
2. We will qualify clients with estimated capitalization to expense opportunities, removal cost opportunities, and cost segregation depreciation opportunities and make recommendations on reclassifying asset lives.
3. You will receive a professional no-cost, no pressure predictive analysis for each client’s commercial and income-producing property.
4. If you and your client decide to proceed, your client signs an engagement letter. This meeting can be facilitated by CSSI or in coordination with you, the tax professional.
5. CSSI will gather all data (appraisal, cost documents, and blueprints) and perform a physical site survey.
6. When the project is complete, CSSI will provide your client with an engineering-based study that meets U.S. tax code guidelines, including building systems valuations, capital to expense reversal, and partial disposition write-downs when applicable.
7. We will then provide you, the tax professional, the 3115s and 481(a) adjustment.