CostSegPlus™ is a Service of


1880 Century Park East #200
Los Angeles CA 90067-1600
Tel: 310.289.9888
Fax: 310.289.8186
Email: info@GerberCo.com



Free Evaluation

We'll Review Your Prospects for a
Cost Segregation Proposal/Study

IIn order for us to estimate the tax benefits to be gained from performing a cost segregation study of your facilities we need to know how much of the following information is available for our review.

Please complete the online form below, submit it online, and follow up with any additional documention necessary.

Those items preceded by an asterisk are needed to prepare our proposal for services. This form can be duplicated for each facility to be reviewed:

 

Your Name:

Company
Street Address :
City:
State:       Zip

Facility Name:

Description of Building
i.e., office, warehouse, manufacturing, etc:
Your E-mail address:
Your Phone Number:

Please select (one) category and complete appropriate section of this interview?
New Constuction
Acq. of Existing Bldg.
Buildings Already Placed in Service

* Indicates Mandatory Documentation
1. New Construction
*Copy of most recent contractor's pay application (including schedule of values)? Yes No
Copies of any contract change orders? Yes No
*Complete set of design drawings (e.g., site, architectural, structural, etc.) Yes No
Listing of direct purchases not included in the general contractor’s cost such as building permits, design fees, legal, equipment/furniture purchases, etc. Yes No
Is owner an AMT taxpayer? Yes No
Anticipated in-service date
Method of Financing: Tax Exempt      Taxable
Client's Tax Rate: and Year End
 
2. Acquisition of Existing Building
*Copy of real estate appraisal Yes No
*Copies of any available drawings or floor plans Yes No
Copies of any original construction invoices

Yes No
Copy of site survey Yes No
Copy of tax assessment in effect at time of acquisition Yes No
*Purchase price documentation Yes No
Date of Aquisition
Client's Tax Rate: and Year End
3. Analysis of Building Placed in Service in Past Years (1988 Forward)
*Copy of current fixed asset listing with federal tax depreciation lives identified Yes No
*Any available building plans Yes No
Any original cost data from construction contractor, or the closing documents if an existing building was purchased Yes No
Real estate appraisal if building was purchased Yes No
 
Please note that this is a “wish” list, and not all of this information may be available. Our study can still be completed if none of this information is available. If construction plans are not available for the building in question this does not mean the study cannot be completed. Without construction plans we would simply require a longer site visit in order to acquire the necessary information to complete our analysis. We will take good care of the information provided to us and return the important documents (e.g., drawings, appraisals, etc.) upon completion of our analysis.
 
  

Contact

1880 Century Park East #200
Los Angeles CA 90067-1600
Tel: 310.289.9888
Fax: 310.289.8186

Email: info@GerberCo.com