Our Process
The Centiv Tax Process
At Centiv, our goal is to maximize your tax savings while making the process simple, strategic, and transparent. Whether you’re a real estate investor, developer, or business owner, here’s how we work with you from start to finish:
Initial Consultation
Feasibility Analysis
Engagement & Documentation
Site Inspection & 3D Modeling
Detailed Engineering & Tax Analysis
Audit-Ready Deliverable
Ongoing Support & Implementation
Initial Consultation
We begin with a complimentary consultation to better understand your business, your properties, and your financial goals. During this call, we’ll walk you through how cost segregation works, outline the benefits, and answer any questions you have — no pressure, just clarity.
Feasibility Analysis
Every Centiv project begins with a No Cost Feasibility Analysis. We collect limited property information in order to:
- Confirm eligibility for cost segregation
- Estimate a range of deductions
- Prepare a formal project proposal
Please complete our Property Information Form to get started
Engagement & Documentation
Once you approve the proposal, we’ll formalize our engagement and begin collecting the necessary documentation. This typically includes:
- Construction budgets
- Invoices or closing statements
- Blueprints or site plans
- Depreciation schedules
Site Inspection & 3D Modeling
For both purchased and constructed properties, a site inspection is conducted by a Centiv team member. During this visit, we:
- Capture high-quality photo documentation
- Generate a full 3D model of the property
- Conduct a detailed inspection of key structural and specialty assets
Detailed Engineering & Tax Analysis
With data from the documents and site inspection, our specialists begin the cost segregation study. This includes:
- Full purchase price allocation
- Engineering take-offs
- Satellite-based measurements
- Bifurcation of short-life vs. long-life assets
- Depreciation schedule calculations
- Comprehensive tax documentation
Audit-Ready Deliverable
Your final deliverable is built to withstand scrutiny. It includes:
- Detailed summary of asset reclassifications
- Documentation of all calculations and tax law applied
- Supporting IRS references and forms
- All materials needed for CPA implementation
We call it “Audit Ready” for a reason — all supporting detail is included in one place.
Ongoing Support & Implementation
We don’t disappear after delivery. Our team ensures your CPA has everything they need to implement the study into your tax filings. Plus, we offer 100% audit support at no additional cost for every Centiv project.