Quantum - Questionnaire

Answering the following questions will allow Quantum Commercial Consultants to determine both your estimated tax savings and the fee to perform your real estate cost segregation study.

Name of property and/or firm:

Name of owner and/or contact:

Property address:

Phone:

Email: *

Fax:

1. Cost basis of property without land: $ *

2. Placed in-service date or expected date of completion: *

3. Purchased / Constructed *

4. If purchased, date of constructed (if known):

5. If purchased, does appraisal report exist? Yes / No

6. If constructed, contract date:

7. Type of building (office, restaurant, etc.):
*

8. Industry type (nature of business activity at facility – retail, office, mfg.): *

9. Company ownership structure (C or S corp., LLC, etc.):
*

10. Obtain copy of regular tax depreciation schedule for entity owning structure:

11. Do you plan on holding building for 5 years: Yes / No *

12. Approximate square footage of building: *

13. Number of floors: *

14. Number of tenants/units: *

15. Is building free standing? Yes / No *

If not, denote if located on city block:

16. Location of building (city, state): *

17. Were any improvements made to building? Yes / No *

If yes, month and year:

18. Any unique features of the facility? Yes / No

If YES, please explain:

19. Is there more than one building on the property?
Yes / No *

If yes, how many?

20. Do blueprints, site plan and/or survey and construction records (AIA documents) exist for each facility? Yes / No *

If not, can they be obtained by another source? Yes / No

21. What are the effective federal and state tax rates for the entity owning the real estate? Federal: % * / State: % *

22. Are you currently paying income tax? Yes / No *

*Enter the code displayed on the image:
The case is important.

Note: Fields marked with a * are required.