Classification
How the activity and income are reported, including the assumptions the position depends on.
Free STR Readiness ↗01 · Uncertainty about a return
STR Defensibility Assessment
Will the position hold?
A written, specialist review of the treatment, evidence, and implementation behind your STR tax position—before it reaches a signed return.
$3,500 standard$6,500 extended4 areas reviewed
The accountability gap
A cost-segregation study is an input. The return is the position.
Your engineer may identify components. Your current CPA may prepare the return. The Assessment determines whether the tax treatment and the evidence between those two points are actually supportable.
Depreciation
Cost segregation, recovery periods, placed-in-service facts, elections, and implementation history.
Participation
The applicable standard, the records that exist, and whether those records support the intended treatment.
Documentation
The evidence file, unresolved gaps, and what must be corrected before the position is carried forward.
What leaves our office
Not a call. Not a list of ideas. A written position.
- 01A defined records list before the review begins
- 02Red, yellow, and green findings across four review areas
- 03A quantified exposure range and evidence-gap analysis
- 04A signed Position Statement naming the treatment, authority, and evidence
- 05An Implementation Schedule with a deadline and owner for every action
- 06A 45-minute findings meeting
Best fit
First or second filing, amendment, or post-cost-seg uncertainty with meaningful exposure.
Not a fit
Someone shopping for a guaranteed deduction, a loophole, or the cheapest return.
Start with the facts