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Cost Segregation

Unlock tax savings and cash flow for your clients with expert Cost Segregation strategies.

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Why Partner with Source Advisors for Cost Segregation Services?

By evaluating the property’s design, construction, and operational use, Source Advisors offers a holistic approach and ensures that your real estate clients capture every available tax benefit, integrating cost segregation with these broader opportunities to maximize overall savings.

With their unmatched technical expertise, adherence to ASCSP standards, and proven audit defense capabilities, Source Advisors is the trusted choice for accounting firms and property owners.

Expertise Backed by Industry Standards and Certifications

The American Society of Cost Segregation Professionals (ASCSP) has been instrumental in shaping the industry. In 2009, they introduced the first-ever industry standards and professional certifications for cost segregation specialists. These advancements have elevated the expectations for providers and made it essential to work with firms that adhere to these rigorous standards. Source Advisors employs a team of experts who not only meet but exceed these benchmarks, ensuring that clients receive the highest quality studies.

Tailored, Engineering-Based Approach

Their studies are tailored to the specific details of each property, utilizing a detailed engineering approach rather than applying generic percentages. This includes in-person site visits to ensure accuracy and precision.

In-House Services

Source Advisors performs all studies in-house, without subcontracting, ensuring consistency, quality, and accountability.

Audit Support

In the event of an IRS audit, Source Advisors provides robust defense services, including unlimited support hours, to safeguard the integrity of their work and the client’s investment.

Beyond Cost Segregation: Maximizing Tax Savings Throughout the Real Estate Lifecycle

Partnering with Source Advisors means gaining access to a team that understands the complexities of cost segregation and recognizes the value of identifying tax-saving opportunities across the entire lifecycle of real estate. Source Advisors specializes in helping property owners optimize their tax strategies at every stage of a property’s life. This comprehensive approach includes:
Tailored Services for CPAs
R&D Tax Credit
Cost Segregation
Fixed Asset Consulting
Energy Efficiency
Sales and Use Tax
Investment Tax Credits & Production Tax Credits
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Property Tax
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Cost Segregation
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Expensing Renovations and Repairs Through TPR Studies

Source Advisors leverages Tangible Property Regulations (TPR) studies to help clients identify and properly expense renovations, repairs, and maintenance activities. This ensures that clients can maximize deductions and improve cash flow by distinguishing between capital improvements and deductible expenses.

Energy Efficiency Incentives

Source Advisors helps property owners take advantage of energy-efficient investment opportunities, such as the 179D energy-efficient commercial building deduction and the 45L energy-efficient home credit. These incentives reward investments that reduce energy consumption, adding significant tax savings to the overall benefits of cost segregation.

Investment and Production Tax Credits

For property owners investing in renewable energy systems or other qualifying improvements, Source Advisors provides guidance on capturing valuable Investment Tax Credits (ITCs) and Production Tax credits (PTCs), further reducing the total cost of ownership.

Let's Get Started

Ready to amplify your client offerings and discover unclaimed tax savings? Contact us today to discuss a partnership or schedule a no-obligation consultation. Let Source Advisors be your partner in empowering financial success for your clients.
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