Cost Segregation Feasibility Questionnaire Owning Entity Name Name Owning Entity Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Client Name First Last Client Title Dr.MissMr.Mrs.Ms.Mx.Prof.Rev. Title Client Email Client PhoneFacility Information New Construction Acquisition Improvements New construction, acquisition, and/or improvements:Property type: (office, retail, manufacturing, restaurant, etc.)Nature of owner's business:Tax Filing Deadline:Facility Name:Facility address including city, state, and ZIP code:Total capitalized cost $________________ – land value $_________________ = Building $_________________Provide latest general contractor invoice, AIA documents G702 & G703, or equivalent (new construction only)Max. file size: 100 MB.Provide closing/settlement statement (current year acquisition only)Max. file size: 100 MB.Are you planning to gut or improve the property? (acquisition only)YesNoProvide federal tax depreciation schedule (if applicable)Max. file size: 100 MB.Facility placed in-service/completion date: MM slash DD slash YYYY Number of separate buildings on property: __________ Number of tenant spaces: __________Estimated building square footage: _______________ Estimated site square footage: _______________Cost segregation study tax year:Federal tax rate:Parking garage on property?Is this a Section 1031 exchange? (if yes, provide net tax basis)Has the owning entity previously performed a cost segregation study on the facility?Please state any features you would like us to know:Consent(Required) By completing this form, I agree to receive marketing communications from Tri-Merit.CAPTCHA
