Project Intake Form for Cost Segregation Studies and other potential credits and incentives Please fill out the form below so that our team can provide a high level onboarding experience. Step 1 of 4 25% OWNER INFORMATION / REPORT PREPARED FOR:Entity Name:* Contact Name* First Last Contact Mailing Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Contact Email* Contact Phone*Referred by PROPERTY INFORMATIONProperty Address:* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Purchased Date:* MM slash DD slash YYYY Purchase Price / Construction Cost:*Major Renovation Cost:Has the renovations / construction been completed: Yes No Renovation Completion DateOnly enter date if renovations are completed MM slash DD slash YYYY Building Type/Usage:* (e.g., apartments, auto dealership, office etc)Building Square Footage:*Number of Buildings:*Please enter a number greater than or equal to 1.Number of Floors:Number of Tenants:Type of Tenants: Was the building purchased with a 1031 exchange? Yes No Cost Basis For Cost Segregation StudyHiddenAnnual Property Tax ENGINEERING STUDIES REQUESTED: Cost Segregation 179D Energy Tax Study Disposition Study (Pre renovation) Energy Reduction Study / Review Type of Job: Purchase New Construction Retrofit/ Renovation Addition Tenant Improvement REQUIRED COST SEGREGATION INFORMATION CHECKLISTPlease submit the following documents.Purchased Property: Depreciation Schedules Appraisal Closing Doc Site plans As built Plans Renovation cost detail (AIA Doc) Renovation prints / drawings New Construction: Construction Cost / AIA Document Full set of blue prints including mechanical and electrical plans