SegPro Solutions – PRE-CORE

Client / Property Info

Client Name *

Client Email *

Client Phone

Multiple Props

Entity Name *

Referral Partner

Street Address *

ZIP *

City

State

Google Folder ID

Basis

Recovery *

Basis Origin

Step-up

1031

Purchase Price or Construction Cost *

Land % *

Land Origin

Depreciable Basis (Total)

Land Value

Improvements

In-Service Date (MM/DD/YYYY) *

Contract or Construction Begin Date (MM/DD/YYYY) *

Tax Info

Tax Rate

Study Fee *

CPA

Prior Depreciation

Calc Prior Depr

Tax Year *

Bonus

Include 481(a) Adjustment

Estimate

Property Type *

Sales Rep

Sales Assistant

Site Visit

Study Type *

Land SF *

Building SF *

Building to Land %

Short Life %

Site Improvements %

Long Life %

Short Life $

Site Improvements $

Long Life $

Comments

EOB Comments

Bonus Comments

Internal Comments

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