Your property. Your opportunity.

Get your free
tax savings proposal.

Tell us about your property so we can review its cost segregation opportunities. Your proposal is free, with no obligation to commission a study.

Property-specific reviewCPA coordinationNo payment required

Fields marked * are required. Optional documents can help us review your property.

01 Contact information

Full name * Company / ownership entity Email * Phone *

02 Property details

Property street address * City *State * Purchase date *Month and year. Purchase price ($) * Date placed in service *When the property was ready and available for its income-producing use. Property type *Does the property have an HOA? *Rental / property use * Property description Parking details

03 Improvements

Have you made improvements? * Estimated improvement cost and details Upcoming improvements, budget and timeline

04 Tax timing

Real estate professional for tax purposes? *Federal marginal tax rate *Filing timing * Tax filing year *

These answers help frame the review. Your CPA determines eligibility, tax treatment and which deductions you can use.

05 Referrals & supporting information

Referred byInnovate representative Real estate agent / contact details Additional notes Supporting documentsOptional: closing statement, appraisal, construction costs, improvement invoices or plans. Up to five files, 10 MB each. Uploaded documents are available to your review team through the authenticated CRM.

Submit when you are ready. Your request is sent only when you click the button.

Get your freetax savings proposal.

Get your free
tax savings proposal.