A. OWNER INFORMATION
Name (Co or Individual):*
Contact Person:*
Address:*
City, State, Zip:*
Contact E-mail:*
Contact Phone:*
Owner's Marginal Tax Rates:*
Federal:
State:
* Indicate required
fields.
B. CPA INFORMATION
Company Name:
CPA Name:
Address:
City, State, Zip:
CPA E-mail:
CPA Phone:
Timing (What is the tax deadline?):
C. PROPERTY MANAGEMENT COMPANY
Company Name:
Contact Name:
Phone Number:
D. PROJECT INFORMATION
Property Name:
Address:
City, State, Zip:
Date acquired or placed in service:
Date Constructed:
Is this property involved in a 1031
exchange?
If so, what is the net tax basis of the
property?
Are (were) there other basis adjustments
based on changes in ownership? (Sec. 754, 1033 Exchange, etc. If
yes, explain. :
Costs:
Land:
Building:
Land Improvements:
(if separately identified: parking, sidewalks,
landscaping, etc.)
Furniture, Fixture & Equip.:
(if separately billed in contract)
Total Project Cost:
(total of items 1 through 4)
Physical Characteristics:
Building:
Gross Sq Ft of Building:
Nr Building/Structures:
Nr Units in Complex:
Total Sq Ft or Land Acreage:
Nr of Stories:
Unit Mix:
Nr Of 1 - Bedroom:
Nr Of 2 - Bedroom:
Nr Of 3 - Bedroom:
Other:
Unit Amenities:
Laundry in Unit:
Bar:
Vanity area outside bath:
Other:
Common Area Amenities:
Pool:
Gym:
Laundry Room:
Tennis/Basketball Courts:
Playground:
Meeting Room:
Jacuzzi:
Site/Land Improvements:
Bridges:
Perimeter Walls:
Monument Signs:
Pond/Water Feature:
Fencing/Gates:
Site Light Poles:
Retaining Walls:
Canopies/Gazebos:
Other:
Parking:
Number of Spaces:
Carports:
Tuck-Under:
Free Standing Structure:
Asphalt/Paved:
Subterranean:
Other:
Other Information:
Were any renovations done after the
purchase of the building?
Do you know of any major improvements made
by the prior owner?
Are (were) there any plans for demolition
of walls or to the parts of the structure? If yes, please
explain.
Was there furniture or equipment acquired
with the property? i.e. patio, meeting room, gym, etc. If yes
please list.
Are (were) there any
environmental/remediation costs? Asbestos removal, Hazardous
waste cleanup, etc. If yes, please explain.
E. BUILDING DOCUMENTATION
Is any of the original construction
cost detail available?** (i.e. contractor payment
application, schedule of values, AIA documents,
invoices)
For lookback studies, is a depreciation
schedule available?**
For current year acquisitions, is the closing
or escrow statement available?**
For new construction, approximately what date
was a binding contract to construct the property signed?
(Bonus Depreciation Eligibility)
Is there an appraisal report available for our
review?**
Can a full set of blue prints of the building
and site plans be obtained?
If a full set of prints is not available, what
prints are available? (site, electrical, etc)
1031 Exchanges: If you need Cost Seg ONE to estimate the "net tax basis" of the property, we will need the following information if available:
Are the escrow statements for the new property
and for the property sold available?
Is the Land/Building split available for the
property(ies) acquired and sold in the exchange?
Is a depreciation schedule(s) available for the
property(ies) sold in the exchange?
**If documents are available you can also send via fax to 1(916)244-7204, email info at info@costsegone.com , or mail to Cost Seg ONE Consulting group LLC., 770 L Street, STE 950, Sacramento, CA. 95814
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