Thank you for taking the time to tell us about your project. Our Fixed Asset Services team takes pride in unlocking deductions available to you through Cost Segregation, Energy Incentives, Utility Sales Tax Exemptions, Construction Tax Planning and Fixed Asset Planning. Rest assured that during the Assessment phase, we will take a holistic approach so that you understand the options available to you for significant tax savings.

To estimate the anticipated tax benefits from performing a fixed asset study, the following information is required to begin our assessment. This form can be duplicated for each facility to be assessed.

*Items preceded by an asterisk are the minimum items needed to prepare our estimate of benefit and fee quote for services

Please tell us about you:

Please tell us about your company:

Please tell us about your building(s):

Please tell us about the transaction:

Any additional items you want us to consider?