Cost Segregation Intake — Step 1 of 2 — FIRM1040®
Award-Winning CPA Firm
FIRM1040
®
Large enough to lead · Small enough to serve
Cost Segregation Intake
Inventory of your property to drive cost seg analysis and tax savings.
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I
Your Information
Property owner contact
Are You an Existing FIRM1040 Client?
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Yes
No
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First Name
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Last Name
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Preferred Contact Method
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i
Email
Phone
Email
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Phone
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Please enter a valid phone number.
Phone
*
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Email
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How is the property held?
i
Please Select
Individual / Joint
Single-Member LLC (disregarded)
Multi-Member LLC / Partnership
S-Corporation
C-Corporation
Trust
Other
II
Property Details
Add each property you'd like analyzed
+
Add Another Property
Up to 5 properties per intake. Each gets its own analysis.
III
Engagement Preferences
Helps us prioritize your review
Timeline
*
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Please Select
Apply to current tax year (urgent)
Amend a prior-year return
Apply to next tax year
Just exploring — gathering information
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Additional Context
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Continue to Property Details →
Save & Resume Later
REF #:
FRM-2026-XXXX
Step 2 covers building inventory & docs. ~15 min.
1
Property 1
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Property Identification
Address, type, dates
Property Address
*
Please complete the property address.
Property Type
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Residential Rental
Commercial
Mixed-Use
Please select a property type.
Mixed-Use Allocation
Residential %
Commercial %
Residential Units
Number of rental units
Commercial Suites
Number of commercial suites
Total Building Sq Ft
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Required.
Date Acquired
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Required.
Date Placed in Service
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Required.