Client Questionnaire

Client Questionnaire

Learn how much you can get back from the IRS by completing this questionnaire now! For more details, visit www.CostSegregationGuru.com
Contact Name *

First Name Last Name
Name of Owning Entity *
Please be specific
Subject Property Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Contact Email *
Preferred Contact Phone *
Identify if office, home or cell
Cell Phone
How was property acquired? *
Was property acquired via 1031 Exchange?
If so, what is the net tax basis?
When did you buy, build, or lease this property? *
Month/Year
What is the total cost of property? *
*EXCLUDING LAND VALUE AS OF TODAY
Have there been any improvements since bought or built? *
If Yes, month/year completed?
What improvements were made?
If Yes, what was the total expenditure?
Type Property? *
If Office/Warehouse Combo?
What is the breakdown of office space vs. warehouse?
If Leasehold/Tenant Improvement?
% of Common Areas Owned, if any
Building Square Footage?
Rough estimate is fine
Type Parking?
# of Floors?
# of Parking Spots?
Rough estimate is fine
Depreciation Schedule Available? *
Fixed Asset Schedule
If yes and it's available, please upload it here!
Total Property Acreage?
Owner's Marginal Tax Rate? *
If none given, 39.6% is assumed
Owner's State Tax Rate? *
If applicable
Federal Income Taxes *
Have you owed AND paid taxes in the past 3 tax years?
Subject to AMT?
If you don't know what this is, you aren't
Construction Drawings Available? *
If so, identify what's available
Construction Invoices or AIA G702 & G703 available?
Lowers our fee if available
If yes and they are uploadable you may do so here.
Are you under a tax due deadline? If so, when?
If within 60 days, please identify date
General Comments:
Share any additional details here
Consultant Name (if applicable)
Enter the message as it's shown *
Please rate the ease of use for this form.
Time/Date Stamp

Month Day Year Hour Minutes AM/PM Option
Should be Empty: