Unlock Tax SavingsChase Pfohl · CSSICall

How it works

From address to deductions in about six weeks.

You send three numbers. Nothing is signed until you’ve seen the projected savings and the fee.

  1. 1

    Free estimate

    Send the address, purchase price and the date the property went into service. CSSI’s estimator projects your savings.

    You · 2 minutes
  2. 2

    Review it with your CPA

    We walk through the conservative and high-end figures with you and your tax professional, and whether a study pencils out.

    You, your CPA and me
  3. 3

    Sign the engagement letter

    Sign electronically. CSSI then assigns a project coordinator to your study.

    You · coordinator assigned
  4. 4

    Documents and site visit

    Your project coordinator collects the closing statement and depreciation schedule and schedules the site visit. A CSSI engineer then documents the building’s components on site, with travel included.

    Project coordinator and CSSI engineer
  5. 5

    Study delivered

    The finished study and schedules go to you and your CPA, ready for the return.

    About six weeks from engagement
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