Cost Segregation Company, Inc.

Free Quote

1. Owner Information: Please provide the following information on the entity that will own the property:

Name:
Title:
Company Name:
Company Address:
City, State, Zip Code:
Email:
Work Phone:
Fax Number:
What is the nature of your company?

2. Company Tax Information:


When is your fiscal year end?:
When is your tax return due?:
Can your tax return be extended?:	(Yes/No) if yes, till when?
How long do you plan to hold the property?:
What is your Federal and State tax rate?	Federal: State:
Do you plan to tax-free exchange your property?	(Yes/No) If yes, when?

3. Project Information:


Project Name:
Project Location (Physical Address):
Project City, State, Zip Code:

How was the property financed?

Regular Financing Stock Financing Tax-Exempt Financing 1031 Tax-Free Exchange

Was the property purchased?	(Yes/No)
	If yes, when?

Was the property constructed?	(Yes/No)
	If yes, when?

Did you acquire the property through a 1031 tax-free exchange?	(Yes/No)
	If yes, when?

Please provide a copy of your depreciation schedule.

Is there a real estate appraisal available for our review?

(Yes/No)

How many buildings does this property consist of?

Total square footage of land and buildings:	Land:
	Buildings:

Is the property owner occupied or tenant occupied?

Owner Tenant Both

If this property is occupied by tenants, how many tenants are there?

Please provide a copy of your rent roll at the time of purchase.

Please describe your tenant mix:

Did any renovations take place after the property was purchased?

(Yes/No)

If yes, please describe the renovations:

Land Costs:	$
Land Improvements (i.e. paving, sidewalks, landscaping, etc.):	$
Building:	$
Renovations:	$
Furniture, Fixtures & Equipment:	$
Total Project Costs:	$

Are there any plans for demolition of the walls or, other parts of the structure for future expansion?

(If yes, please describe.)

Are there any environmental/remediation costs associated with this property such as asbestos removal, hazardous waste cleanup, etc.?

(If yes, please describe the problem and when it was discovered)