Sample Studies

See exactly what you're paying for: every sample below is watermarked and generated by the same engine and renderer that build every client study. No mockups.

Acquisition and renovation: one studyComplete study

Sample: Two Building Residential (Acquisition and Renovation)

A $412,000 two building residential property and the $68,540 renovation of its rear building, studied together: the purchase and the renovation on their own placed in service dates, two readings of a building's recovery period, and a catch up on the returns already filed, with the Form 3115 attachment.

Purchase
$412,000
Renovation spend
$68,540
Catch up deduction
$118,627
Residential rental: flat fee laneComplete study

Sample: 4-Unit Residential (Golden Model)

Our golden-model property, an $850,000 four-family rental, in the complete study every acquisition receives: the per-asset classification schedule, reconciliation to the dollar, full-recovery MACRS, and the CPA action pack.

Purchase
$850,000
Middle deduction
$167,357
Est. savings
$53,554
Industrial acquisition: extended laneComplete study

Sample: Industrial Logistics Center (New Construction)

An anonymized $12.9M new-construction logistics center, complete with the construction cost summary that sets its basis: original contract, change orders, final cost.

Purchase
$12,893,608
Middle deduction
$2,517,423
Est. savings
$931,447
Medical office: extended laneComplete study

Sample: Medical Office Building

A $6.4M medical office acquisition, where operatory casework, med-gas rough-in and imaging power push a larger share of the basis into the short-life classes than a plain rental carries.

Purchase
$6,400,000
Middle deduction
$1,492,234
Est. savings
$552,127
Car wash: extended laneComplete study

Sample: Express Car Wash (Operating Facility)

A $2.5M express tunnel bought as an operating facility. Its wash building and wash-related site work carry Rev. Proc. 87-56 asset class 57.1, 15-year GDS, 150% declining balance, at all three positions, so the only lever between Conservative, Middle of the Road and Aggressive is the 5-year equipment share. Every position lands on the same first-year deduction and differs in class mix; the study shows the mix instead of inventing a spread.

Purchase
$2,450,000
Middle deduction
$1,804,076
Est. savings
$577,304
Regional retail center: extended laneComplete study

Sample: Regional Retail Center (Acquisition)

A $148.5M enclosed regional center studied on its $130.7M depreciable building basis: land determined first and cross-checked against the county assessor ratio, 57.0 retail rows beside the 7-year office carve, and the parking deck left on 39 years where the regulation puts it.

Purchase
$148,500,000
Middle deduction
$40,877,958
Est. savings
$15,124,844
Renovation: extended/customRenovation study, 13 sections

Sample: 3-Family Major Renovation

An anonymized three-family major renovation with roughly $65.9K of actual invoices, classified bottom-up from capitalize-vs-expense through partial disposition.

Spend
$65,913
Currently deductible
$2,518
First-year deduction
$9,210
Commercial renovation: partial dispositionRenovation study, 13 sections

Sample: Commercial Renovation with Partial Disposition

A $1.9M commercial renovation carried bottom-up from capitalize-vs-expense through a partial disposition of the retired roof covering, with the Form 4797 loss computed rather than estimated.

Spend
$1,850,000
Currently deductible
$64,900
Disposition loss
$134,014
P&L reconciliation: book a callDiagnostic exhibit

P&L Reconciliation: What the Books Missed

The same commercial renovation read against the owner's books: deductions the books missed, exposure caught before filing, and what the review is worth in the first year.

Deductions the books missed
$96,000
Exposure caught before filing
$415,000
Lines tied
22 of 28
§1031 exchange: default ruleComplete study

Sample: Apartment Complex (§1031 Replacement, Default Rule)

An apartment replacement property acquired through a §1031 exchange and studied on the $2.2M of excess (new money) basis, under the default separate-schedules rule of Reg. §1.168(i)-6.

Carryover basis
$1,150,000
Excess basis studied
$2,200,000
Combined year one
$638,719
§1031 exchange: election outComplete study

Sample: Apartment Complex (§1031 Replacement, Election Out)

The same exchange with the §1.168(i)-6(i) election made, so the carryover basis is classified on the replacement property's recovery periods from the acquisition date with no bonus, and the two studies read side by side.

Carryover basis
$1,150,000
Excess basis studied
$2,200,000
Combined year one
$636,111

Dollar figures shown are illustrative. Acquisition and §1031 cards show the Middle-of-the-Road scenario, as does the catch up on the acquisition and renovation card; renovation and P&L cards show what the engine actually classified from the sample ledger. Estimates, never guarantees; results depend on your specific tax situation (ask your CPA). Start your own study and preview it in your dashboard as it's built.