Sample report
See exactly what you get.
Our report is a robust, comprehensive study, built on the IRS's detailed engineering approach, with 42 itemized parts and our published library of court and IRS authorities, built to IRS Pub 5653 quality. We leave no stone unturned. We publish our full sample report — open it right now, no email needed. Most firms make you ask.
A full study, start to finish.
This sample is built on a short-term rental in the Texas Hill Country. The property and numbers are an example, not a real client. You will see the full Year 1 deduction, the allocation schedule, the documents we reviewed, and the court-case library, exactly the way we deliver them. This sample has no photos yet. It also has no Form 3115 package, because that part only applies when a study looks back at earlier years.
Want the PDF to share with your CPA? Tell us where to send it.
Or start your own study. The sample property and numbers are an example, not a real client.
What's inside
Six sections, every time.
The same spine on every study, so your CPA always knows where to look. This is the table of contents from the live sample.
- 01
Executive summary
The Year-1 deduction, the 5-year and 10-year outlook, and the basis breakdown by depreciation life.
- 02
Allocation schedule
Every building part sorted into its 5, 7, 15, or 39-year group, with the cost basis for each.
- 03
Photo Plates appendix
Real studies include date-stamped photos tied to each line item. The live sample has no photos yet.
- 04
Documents reviewed
The settlement statement, blueprints, and records we relied on, sorted by evidentiary tier.
- 05
Court-case library
Our published library of court and IRS authorities that back the methodology, bundled right in the report.
- 06
Form 3115 package
When a study is a lookback, this is the catch-up statement and schedule your CPA needs to claim prior-year depreciation on this year's return.
What your CPA gets
Built so your CPA can file it.
Your CPA decides what goes on the return. So we hand them a complete package, not just a PDF.
The full report
~91 pages with the allocation schedules, photo plates, and the authority library behind every number.
Fixed-asset schedule (CSV)
One row per classified part: description, asset class, MACRS life, method, convention, and cost basis. It opens in Excel and imports into fixed-asset software.
CPA filing notes
A one-pager that shows where the totals tie to the report and what to file, in plain terms.
Form 3115 package, when it applies
For lookback studies, the catch-up statement and schedule your CPA needs to claim prior-year depreciation. It is a separate service from the study, and we quote it before we start.
A real person on the phone
We talk to your CPA directly if they want. Questions about the study get answered by the people who built it.
Ready to see your own numbers?
Start a study and we will build the report around your property.