🇺🇸 Made in America·100% U.S.-Based Team · 24+ Years in Cost Segregation
IRS COST SEGREGATION AUDIT TECHNIQUE GUIDE

The IRS Describes Six Approaches.
Only Two Approaches Find Everything.

The IRS published a 347-page Cost Segregation Audit Technique Guide. It describes exactly how examiners evaluate studies — and lists six distinct methodologies in order of rigor. Here is what every property owner and CPA should know before hiring a firm.

Free proposal — 24-hour response · All 50 states · IRS Approaches 1 & 2 · 125+ audits defended, zero losses

WHY THE APPROACH MATTERS

The Approach Determines How Much You Find.

Every cost segregation study produces a depreciation schedule. But the amount of depreciation on that schedule — and its defensibility under IRS scrutiny — depends entirely on which methodology the firm used to produce it.

A firm using IRS Approach 5 software will typically find 15 to 30 percent of depreciable basis in short-life components. A firm using Approaches 1 and 2 on the same property will typically find 20 to 45 percent. On a $2 million building at a 35 percent tax rate, that difference is worth $35,000 to $105,000 in additional Year 1 tax savings.

That money exists. The only question is whether your study found it.

6
IRS-Recognized Approaches
2
Approaches the IRS Calls Most Methodical
1
Standard We Use — Every Study
THE APPROACH COMPARISON

How the Three Most Common Approaches Stack Up.

The IRS Audit Technique Guide describes six methodologies. Three account for nearly every study produced in the market. Here is how they compare — component by component.

Approaches 1 & 2Cost Seg America — Every StudyApproach 4Mid-Tier StudiesApproach 5Cheap Studies Under $2,900
Component analysisEvery component individually identified, measured, and valued through direct engineering analysis of your specific propertySome direct engineering combined with software estimates to fill the gaps — partial analysis, partial estimationSoftware model applies statistical averages to your building's total cost — your property is never directly analyzed
Who examines the buildingOur analysts — component-by-component engineering-level work performed on your actual propertyAnalysts perform a partial examination — software fills in what the examination did not coverMinimal examination at best — the software produces the result, not an analyst reviewing your building
Deductions found (typical)20% – 45% of depreciable basis17% – 35% of depreciable basis15% – 30% of depreciable basis
IRS characterization“The most methodical and accurate of the cost segregation methodologies.” — IRS Audit Technique GuideMostly accurate — partial documentation may be questioned on specific components during examinationResults are “subject to challenge over statistical validity.” — IRS Audit Technique Guide
Audit defensibility125+ IRS audits over 24 years. Zero losses. $0 ever returned on behalf of any client.Holds up to most audits — documentation gaps can create exposure when an examiner requests component-level backupStatistically challengeable — if the IRS pulls a component value, there is no direct engineering record behind it
Where the work is done100% U.S.-based team — every analyst, every study, without exceptionVaries by firm and engagementVaries widely by firm — ask directly before you engage
Who uses itCost Seg America — on every single study we produceCost segregation firms that perform partial engineering workLow-cost firms charging under $2,900 — fast to produce, less thorough by design
THE SIX APPROACHES EXPLAINED

In Plain Language.

Approaches 1 & 2
CSA Standard — Used on Every Study
Direct Engineering Analysis
The IRS describes Approaches 1 and 2 as producing the most accurate results. Approach 1 involves direct analysis with detailed cost estimates from blueprints, construction documents, and component-level measurement. Approach 2 uses the same direct analysis applied to actual cost records. Both require individually identifying every component — qualifying and non-qualifying — with a published source citation for each value.
This is the approach that produces individual component schedules. When the IRS examiner asks how you arrived at a number, you point to the measurement and the published reference. This is also why our studies have never been successfully challenged.
What the IRS says: “The most methodical and accurate of the cost segregation methodologies.”
Approach 3
Limited Use
Survey or Letter Approach
The firm contacts contractors or subcontractors to obtain cost breakdowns after construction is complete. This is less reliable than direct analysis because it depends on the accuracy and availability of third-party records. Documentation quality varies widely. We do not use this approach.
Approach 4
Used by Several Mid-Tier Firms
Partial Engineering with Residual Estimation
The cost segregation provider performs some direct engineering analysis but fills gaps with software modeling for components that were not directly examined. Qualifying short-life components are identified in part through real analysis and in part through software estimates, with the remainder treated as straight-line real property by default.
This approach is more thorough than IRS Approach 5 but less thorough than Approaches 1 and 2. It typically finds less because non-qualifying components that affect cost allocations for qualifying items are not individually analyzed. Some documentation gaps can create exposure under examination.
Approach 5
Used by Most Low-Cost Firms
Modeling or Sampling Approach
A software model applies industry-average percentages to your building's total cost to estimate component values. Your property is never directly analyzed. Most components are never individually examined. The software produces results that look like a detailed study but reflect statistical averages, not actual analysis of your building.
Cost segregation providers using this approach can process studies quickly and cheaply. The IRS explicitly notes that IRS Approach 5 results are “subject to challenge over statistical validity.” On a $2M building, IRS Approach 5 typically leaves $60,000 to $150,000 in legitimate deductions permanently behind compared to a properly engineered study.
What the IRS says: Results are “subject to challenge over statistical validity.”
Approach 6
Least Rigorous
Rule of Thumb Approach
Industry averages applied without individual analysis or direct costing. The IRS describes this as the least accurate approach. Results are highly generalized and provide minimal audit support. We do not use this approach and would recommend against any firm that does.
KNOW BEFORE YOU SIGN

Eight Questions to Ask Any Cost Segregation Provider —
Before You Commit to Anything.

These questions separate firms that actually do the work from cost segregation provider that sell the appearance of it. A provider doing real engineering work will answer every one of these without hesitation. One that cannot — or will not — has just told you everything you need to know.

01
Which IRS approach number do you use — by number?
Not their marketing language. The actual number from the IRS Audit Technique Guide. Approaches 1 and 2 are the most thorough. Approaches 4 and 5 involve identifying the low hanging fruit components and/or using software estimates that fill gaps where real analysis was never performed. If they cannot give you the approach number, or use phrases like “proprietary methodology” or “best-in-class software,” you have your answer.

Cost Seg America: Approaches 1 and 2. Every study. No exceptions.
02
Can you show me a sample individual component schedule from a completed study?
A real cost segregation study produces a line-by-line component schedule — every item in the building named, quantified, individually costed, and supported by a published source citation. Ask to see one before you sign anything. If what they show you has category-level lines like “Electrical Systems — 12% of building cost” with nothing behind the number, that is a software output, not engineering analysis. Your building was never examined.

Cost Seg America will show you a sample component schedule before you commit to anything.
03
Where is the work performed, and who handles my private financial information?
Your study requires sharing property details, purchase price, tax information, and financial records. You have every right to know exactly who will have access to that information and where the engineering work is performed. Ask directly: is the work done in-house? Are the people performing it employees or contractors? A  cost segregation provider handles your data with care will answer plainly.

Cost Seg America is 100% U.S.-based — every analyst, every study. Your information is handled by our own team, start to finish.
04
If the goal is to maximize my deductions — why use an approach the IRS itself says finds less?
This is the question that exposes the business model behind cheap cost segregation. You are hiring a cost segregation provider to find every dollar you are legally entitled to. Approaches 1 and 2 find the most — the IRS says so in writing. If a provider is using Approach 4 or 5 instead, it is because that is faster and cheaper to produce, not because it serves you. You pay them, you take the risk, and you leave money on the table. Ask plainly: if Approaches 1 and 2 find more deductions for my property, why aren't you using them?

Cost Seg America uses Approaches 1 and 2 because that is the only answer that makes sense for the client.
05
How many IRS audits have you defended — and what was the outcome of every one?
This is the only question in cost segregation that cannot be faked, padded, or marketed around. Ask for the exact number. Ask for the record. Ask if any client has ever been required to return money, pay penalties, or settle with the IRS because of a study the firm produced. The answer tells you more about methodology quality than any brochure or sales call ever will.

Cost Seg America: 125+ IRS audits over 24 years. Zero losses. $0 ever returned on behalf of any client. Not one.
06
Is your fee flat and fixed — or does it change based on what you find?
A contingency fee — where the cost segregation provider charges a percentage of deductions identified — creates a direct conflict of interest. The provider becomes financially incentivized to find more, not to find correctly. If the fee goes up when deductions go up, their financial interest and yours are not the same thing. Ask specifically: is the fee fixed before the study begins, or does it change based on results?

Cost Seg America charges a flat fee quoted before you commit. It does not change based on findings. Our results reflect what is actually there — not what maximizes our fee.
07
What does your audit defense actually cover — hours, fees, and how many years out?
Many cost segregation provider audit support and quietly limit it to a set number of hours, a short window after delivery, or charge additional fees when the IRS actually opens a file. Ask exactly: are there hour caps? Is there a cutoff date? Are there additional fees if the IRS audits three years from now? Push for specifics, not assurances. If they hedge, you have your answer. Cost Seg America's audit defense has no hour caps, no time limits, and no additional fees. If the IRS opens your file three years from today, we are there.
08
How long have you been in business — and how many of your studies have actually been audited?
Years in business tells you staying power. The audit number tells you everything else. A cost segregation provider that has processed thousands of studies but cannot point to meaningful IRS audit experience has never truly been tested. The providers that have survived IRS scrutiny intact are the ones that did the work correctly from the beginning. Ask how many studies they have completed, how many were audited, and the outcome each time. That ratio is the only performance metric that matters.

Cost Seg America: 24 years in business. 16,000+ completed studies. 125+ IRS audits. Zero losses. $0 returned. That record was not built on marketing — it was built on methodology.
KNOW WHAT YOU'RE BUYING

Ask the Cost Segregation Provider Which Approach They Use — By Number.

The actual IRS approach number. If they cannot tell you, that is your answer. Our answer: Approaches 1 and 2, on every study, without exception.