Free STR Readiness ↗00 · The tax decision office
Important decisions deserve an answer before they become permanent.
Phænix gives high-income short-term rental investors written, defensible tax judgment—then carries that judgment through the signed return.
The premise
Your tax return records what happened. Our work begins while you still have a choice.
The acquisition, cost-segregation, participation, and filing clocks are already running. The first question is not which package you want. It is what kind of decision is in front of you.
Free starting point
STR Tax Readiness
First, we establish what is already in motion.
A structured, no-cost intake captures the facts that determine urgency, exposure, and fit. It routes the situation. It does not pretend to reach a technical conclusion.
- We establish
- Income, exposure, properties, basis, cost-seg status, participation, entities, states, and live deadlines.
- You receive
- A transparent next step: Assessment, Memo, a short fit call, or a direct “not a fit.”
The route
Two triggers.
Two focused paths.
Will the position on my return actually hold?
What should I do before the decision locks?
Uncertainty about a return
STR Defensibility Assessment
Know whether the position is supportable—before you sign it.
For owners facing a first or second filing, an amendment, or uncertainty after cost segregation. We test the position, the evidence behind it, and the gaps a signed return would make real.
- 01Classification and reporting treatment
- 02Depreciation and cost segregation
- 03Participation and supporting evidence
- 04Documentation gaps and exposure range
A live, dated decision
STR Decision Memo
Turn one consequential decision into a written, executable answer.
For an acquisition, sale, refinance, cost-seg decision, entity change, or management change. The Memo frames the facts and alternatives before money moves or the deadline passes.
- 01Facts and alternatives established
- 02Modeled tax consequences
- 03A written recommendation
- 04Named deadlines, evidence, and owner
The same destination
Whichever path fits the trigger, the work ends the same way:
“You can act without second-guessing who is accountable.”Find your starting point ↗