What Makes Us Different?

Our Engineering-Based Approach Takes Cost Segregation to the Next Level.

Our final cost segregation reports are often referred to as Asset Management Reports.  This is because we provide additional detail and schedules to help manage your assets for as long as you own the property. Our mission is to provide you with the most accurate and detailed studies available and exceptional customer service before, during, and after the engineering process—all at a reasonable price that is competitive within our industry.

We provide the best engineering-based studies available today and maintain the leading edge in the industry by offering exceptional customer service and anticipating tomorrow’s changing needs.

Our final reports stand on their own, however, in the event of an IRS audit or if any questions are raised, we will defend our studies at no additional cost.

The Benefits of a Cost Segregation Study are Clear:
BIG Tax Savings.

What many people do not know is that there are different methods of performing the studies.

The Residual Approach

  • This is the type of study most companies do.
  • They are the easiest and cheapest to do because shortcuts are taken.
  • If these studies use engineering methods at all, it is only to identify and assign costs to short-life assets.
  • Many providers call these Engineering Based studies when they are “NOT”.
  • Long-life assets will get lumped into the long-life “Real Property” category.
  • Does not provide the taxpayer with the necessary information to write-off assets removed from service.
  • Investors miss out on a lot of lost tax savings in the long run.
  • The study may even overestimate the amount of personal property (since there is little to no real property detail), leaving the owner open to increased scrutiny and risk in the event of an IRS audit.
  • Studies are more difficult to defend from IRS scrutiny due to the lack of support and analysis for all categories.

The Engineering Approach

  • It can be harder to find a company that does an Engineering-Based Cost Segregation Study.
  • They are very specialized, requiring in-depth work with no room for shortcuts.
  • They cost slightly more up-front because of how much work is involved in them.
  • We provide as much detail for your remaining long-life assets as for the short-life assets.
  • Every asset in the property is assigned both a direct and indirect cost.
  • Whether you want to replace the light fixtures in your building in year two or year 21, you will have the numbers you need to receive the most significant tax benefit.
  • Because we meet or exceed IRS recommendations on how to perform our Cost Segregation Studies, we are confident that our studies will stand up to any scrutiny.

How Much Can You Save on Your Taxes?

Use our tax benefits calculator to quickly determine the available tax savings on your property.

Meet Our Leadership Team

Experienced, Reliable, Principled.

Chuck Evans

President & CEO

Chuck graduated from Metropolitan State University with a BA in Business Administration and a minor in Project Management. He also studied Accounting, Economics, and Marketing at Marymount College and Cal State Long Beach in California. More importantly, he has over 25 years of professional construction, project management, and commercial development experience.

Doug Mortenson, CPA

Chief Financial Officer & Treasurer

Doug graduated from the University of St. Thomas with a BA in Business Administration and a concentration in Accounting. Doug has over 20 years of professional experience in public accounting and various industries. He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.

Kristina Roberts

Director of Cost Segregation

Kristina graduated from Western Illinois University with a BA degree in Business and graduated from Cardinal Stritch University – Magna Cum Laude with a Master of Science degree in Management.  Kristina has a diverse construction background with over 20 years of professional experience in construction and cost segregation.

Tom Miller

Director of Business Development

Tom graduated from the University of St. Thomas with a BA in Finance. Tom has over 20 years of professional experience in Financial Management, Real Estate Banking & Brokerage, and Business Development.  Tom works to support and develop relationships with property owners, CPAs, and Commercial Real Estate professionals.