The platform behind every study.
Intake, modeling, review, delivery — all on our internal software. Specialists run every study; software handles the busy work.
From property address to final study.
Segtax turns cost segregation into a structured digital workflow. Starting from a property address, the platform aggregates data, guides clients through a centralized portal, and delivers a defensible engineering-based study with source-level traceability.
Six steps. Nothing hidden.
Each phase has a clear input, a clear output, and a clear owner. Here's what happens, day by day.
Property intake
Every engagement begins with the property details. The platform pulls public records into a single workspace: transaction history, county records, parcel data, and GIS imagery. We then layer on what only you can provide, your settlement statement, appraisal, and other property details.
Document collection
Portal access is granted immediately after your inquiry — no waiting for a proposal. Upload your documents, message our team, and track your study as it progresses. The sooner we have your documents, the faster the analysis begins.
Feasibility analysis & proposal
With your documents in hand, our team runs a property-specific feasibility analysis to estimate potential tax benefit. The analysis identifies likely asset categories, applies relevant tax assumptions, and generates a detailed savings proposal.
Study execution
The platform and our cost seg specialists work hand in hand across every document and data source collected: the platform handles the grunt work and the team makes the methodology calls and judgment decisions. Each engagement is matched to an expert team by property type, since acquisitions, new construction, renovations, and lookback studies each follow a distinct workflow.
Review & QA
A full review and QA pass before delivery. Senior cost segregation experts check every classification, methodology call, and assumption. Each one is backed by source evidence, your documents, site visits, and photos, and grounded in the Internal Revenue Code, Treasury regulations, revenue rulings, and case law.
Audit-ready delivery
Each study passes a final expert review and quality check. You receive an engineering-based cost segregation study, depreciation schedules, a methodology narrative, and Form 3115 where applicable, ready for your CPA to apply. We stay available through filing.
Built for different study types.
Built to support acquisitions, new construction, renovations, and lookback studies. Each path is shaped to its inputs — not forced through a single template.
Acquisition studies
MOST COMMONUses property data, satellite imagery, document intelligence, and optional 3D models to identify and classify assets for existing properties.
New construction studies
BUILDERS & DEVELOPERSProcesses pay applications, general ledger detail, drawings, and change orders to classify assets at original cost into clean recovery classes.
Renovation studies
CAPEX PROJECTSAdapts to incomplete documentation, soft-cost variance, and mixed asset bases by cross-walking to a building component for proper reclassification.
Lookback studies
CATCH-UP FILINGSRecovers prior-year deductions and prefills Form 3115 to capture missed depreciation for properties placed in service in prior tax years.
Technology that supports every study.
Four layers do the heavy lifting before a specialist opens the file. Each layer is observable, traceable, and reviewed.
Data aggregation
Pulls public records, parcel data, GIS imagery, and permits into a single property workspace — before a specialist opens the file.
Document intelligence
AI-assisted parsing of settlement statements, appraisals, capex ledgers, and pay applications into structured component data.
Component extraction
Converts parsed documents into a structured asset schedule with initial recovery class candidates, ready for specialist review.
Evidence mapping
Links every component to its source document, photo, or record — building the audit trail before the study is signed.
Automation accelerates.
Experts validate.
Ready to see what your
property qualifies for?
Get a flat-fee proposal with an estimated year-one tax benefit before any work begins.