How it works
Five steps. One audit-ready report.
Here is exactly how your study gets built, from the first form to the final PDF, in about 45 days. Engineered the whole way, and made to answer the questions an IRS examiner asks.
- 1
Online intake
You share the property address, basis details, placed-in-service date, and photos. The form takes about 15 minutes. Optional fields, like prior improvement records or a survey, make the study even stronger.
- 2
Site visit and measurement
We inspect the property and build a date-stamped photo log. We also measure outdoor site work, like driveways, fences, and patios, from satellite imagery. For small residential studies under $500K basis, a documents-only review is an option.
- 3
Engineered analysis
Using engineered methodology, we classify each building part into its correct depreciation life. We price each part using construction cost data trended to your placed-in-service year. We run the Whiteco 6-factor permanence test where it applies.
- 4
Second-reviewer check
A second tax professional reviews every study. They check the methodology, the allocations, and the way the numbers reconcile to your basis. Two sets of eyes before anything ships.
- 5
Report delivery
You get a robust, comprehensive PDF with 42 itemized parts and around 40 sections. It includes the photo plates, 57 court and IRS authorities, your Form 3115 catch-up package, and a 50-state conformity chart. We leave no stone unturned, so your CPA gets everything needed to file.
What you'll need
Gather these before you start.
You do not need all of it to begin. The more you bring, the stronger and faster the study.
- The property address and type
- Purchase price and your land value
- The date you placed it in service
- Closing documents (the settlement statement)
- Photos of the inside and outside
- Any improvement or renovation records
Why it pays off
Three ways a study saves you money.
- 01
Speed up your deductions
Parts that qualify for 5, 7, or 15-year lives can pair with 100% bonus depreciation. That can pull a large deduction into year one.
- 02
Catch up on older property
If you have owned the property for a few years, Form 3115 lets you claim the missed depreciation now. No need to amend old returns.
- 03
Use the losses now
If you are a real estate pro or run short-term rentals and materially participate, the losses can offset more than just passive income.
Backed up
Audit defense is built in.
If the IRS ever looks at your study, we defend the work at no extra cost. We draft the response and stand behind every number. See the full audit-defense guarantee for what is covered.
See the audit-defense guaranteeSee your number first.
Tell us about the property and we will send back a tier and a savings estimate, free, within one business day.