Rev COMPLIMENTARY ANALYSIS REQUEST FORM

COMPLIMENTARY PROPERTY ANALYSIS

Please provide what is applicable for each property you are requesting a Cost Segregation Study or PAD: Please click the link on email for a new form for next property, if multiple properties.
Kathy K. Ferguson

Kathy@Costseg.Tax / 225-247-2890 cell / 225.282.2327 fax / Costseg.Tax / KF.CSSIstudy.com
TODAY'S Date

Month Day Year
What is the NAME OF THE PROPERTY? (The Operating Entity)
What is the NAME of the Company or (The Real Estate Entity)?
How Many Commercial Properties Do You own that need an analysis
COMPANY OWNER'S FULL NAME

First Name Last Name
What is your Title
What is the PROPERTY ADDRESS per property ... (click link for new form)

Street Address

Street Address Line 2

City State

Zip Code
Does the Owner Occupy the Building
What Type of Building is this?
How is this property Used?
Does the owner plan on selling the property in less than 3-5 years.
Tax filing Year?
How will you file your Taxes? ( Please click all that apply)

March -File with my Personal Taxes April - File with my Business Taxes Sept - I will File under Extension Oct - I will File under Extension Fiscal Year
Federal Income Tax Bracket for owner (default - 37%)
When Did you purchase or start construction on this property?
YEAR/MONTH
When did property get placed in service (CO certificate of Occupancy)?
YEAR/MONTH
Purchase Cost Including Land?
Purchase Cost w/o Land?
Total Square Footage Buillding?
Sq Ft
Total Owned Parking Spaces?
PARKING SPACES
Site Acreage Footage?
Property Flooring Type- Click all that apply

Flooring Type - Finished Concrete Flooring Type - Wood, Carpet, Tile etc.
Is or Was this New Construction?

YES NO
Is this Building 1031 exchange?

YES NO
Does Owner Occupy the Building?

YES NO
Did you recently do a Renovation or Plan on doing a renovation?

YES NO
Renovation Cost?
Reno Completion or Expected Date Year and Month?
Renovation Type - Click all that apply

Parking Lot Addition Flooring Type - Stained Concrete Flooring Type - Wood, Carpet, Tile etc. Added Signage Added or Improved Landscaping Added Square Footage Added Fencing Special Lighting LED Retrofit Replaced HVAC Special Energy Efficiency Additions Knocked down walls Moved plumbing Moved Wiring Cabinets, Countertops Replaced Roof
Did you do Lease Hold Improvements? (only if you do not own the building)

YES NO
Lease Hold Improvements Cost?
Lease Hold completion date?
YEAR/MONTH
Do you have a Depreciation Schedule?

YES NO
May we contact your CPA ?

YES NO
Was Property on Prior Depreciation Schedule...Is CSSI doing the 3115?
Add any Additional Info here regarding description of building or renovations.
Type of Analysis

Existing Building New Purchase New Construction Renovation Addition Abandonment Leasehold Improvements
Business Owner Name

First Name Last Name
Title
Business Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
OWNER'S Email
example@example.com
OWNER'S Cell Number

Area Code Phone Number
OWNER'S Phone Number

Area Code Phone Number
OWNER'S FAX Number

Area Code Phone Number
REFERRED by - Name

First Name Last Name
REFERRED by - Company
REFERRED by - Email
example@example.com
REFERRED by - Cell Number

Area Code Phone Number
REFERRED by - Phone Number

Area Code Phone Number
CPA'S Name

First Name Last Name
CPA Company
CPA'S Email
example@example.com
CPA'S Cell Number

Area Code Phone Number
CPA'S Phone Number

Area Code Phone Number
Contact Email if not Owner
example@example.com
Contact Name (Who Completed Form)

First Name Last Name

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COMPLIMENTARY PROPERTY ANALYSIS

Kathy K. Ferguson