1
Please select which best describes your position within the firm.
Founder/ Co-FounderPresident/ Vice PresidentManaging PartnerPartnerSenior managerOther
2
How Does your firm handle Cost Segregation?
In-HouseOutsourcedHybridWe are Not Offering Cost Seg Currently
3
What is the Single Biggest Challenge, frustration, or problem facing your Cost Segregation business (or department) right now?
Convincing the client due to high priceTime involved in completing a reportCompetition from low-balling firmsAwareness on Cost SegregationFinding leadsGetting Information from clientsHiring experienced Staff
4
What plans do you have to overcome this challenge?
5
What are your Main Priorities these days?
Better educating partners and clients about the benefits of Cost SegregationWinning more Cost Seg work from existing clientsFinding new Cost Seg clientsEducating more staff to produce Cost Seg reportsReduce/stop outsourcing and bring Cost Seg to work in-houseOther
6
How would you describe your current Cost Segregation software process (you may select a combination of these if you like)?
MS Excel-based (or any other MS office products)Third-Party SoftwareCustom Software
You selected "Outsourced" for Q2. Please skip this question and click next.
7
About how many Cost Seg studies did your firm process in 2021?
8
About how many Cost Seg studies did your firm process this year, in 2022?
11
About how many people work in your firm?
20 or Less21-100100-500501-10001000+
12
How many people participate in producing Cost Segregation full-time in your organization?
13
Roughly, how many hours of engineering work does an average study take to produce?
14
What type of educational background do you look for in a Cost Segregation professional?
Civil EngineeringMechanical EngineeringElectrical EngineeringConstruction Engineering
15
What type of professional experience do you look for in a Cost Segregation professional?
EngineeringAccountingContractor ExperienceConstruction Cost Estimating ExperienceSpecialty Tax Experience
16
Roughly, what percentage of 2022 studies were Purchases as opposed to New Construction projects?
%
17
Roughly, what percentage of studies were lookbacks, requiring a 3115?
18
For the studies that required a 3115, did your firm perform the 3115 in-house or outsourced it?
In-houseOut-sourced
19
Roughly, what percentage of studies involved a 1031 exchange?
22
On average, what % benefit per non-Residential study did your clients receive due to QIP last year?
23
What property type did you complete the most studies on in 2021?
OfficeSingle-family ResidentialMulti-family ResidentialRestaurantsRetail shopping CentersAssisted Living CentersHotelsOffice-WarehouseOther
24
Do you partner to complete studies for other accounting firms?
YesNo
Do your clients charge their clients an additional fee for your studies?
25
Are you planning on investing in any new tools or processes to improve your Cost Seg practice in 2023?
YesNoMaybe
26
Are you planning to increase the Cost Seg-related headcount in 2023?
27
If the amount of Cost Seg studies were to double during the next tax season, could you handle the additional work without increasing headcount?
28
What is one question you would like this survey to ask/answer?
29
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