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In order for us to prepare our complimentary feasibility analysis report and submit our proposal, please provide us as much information as possible from the list of items shown below:
- Type / use of property with brief description (# of floors, parcel size, building construction and special considerations)
- Date placed into service
- Initial tax basis for depreciation of building
- Additional tax basis from renovations or additions
- Blueprints and specs
- AIA G702/G703 (contractor's application for payment)
- Summary of any work performed on the property outside of general contract work and their costs
- Summary of all construction related indirect costs - architectural and engineering fees, bonds, permits, legal fees, construction period interest, etc.
- Settlement statement
- Listing of closing costs paid outside of closing
- Blueprints and specs if available
- Property appraisal report
- Renovation schedule/construction draws
- Property appraisal report
- Blueprints and specs if available
The building was placed into service in a prior tax year and the tax return has already been filed
- Any of the items listed above in an applicable situation
- Depreciation schedule showing the building from the most-recently-filed federal income tax return
We prepare certain statements and attachments supporting the §481 (change in accounting method) adjustment, if applicable, and work closely with your CPA or controller in order to assist them in implementing this tax-saving strategy.