When I went through the cost segregation process for my own rental, the experience felt intimidating and anything but personal. I was dealing with my actual taxes — real money, real impact — and yet it felt like I was expected to just figure it out on my own.
I wanted someone local to walk me through every step, explain things in plain language, and make sure I wasn’t making a mistake on something that felt so important. Since I couldn’t find that level of guidance, I decided to create it.
Team Cost Seg was built to initially serve the 30A market, where rental owners previously had two options: coordinate expensive fly-in firms or try to navigate cost segregation on their own.
Today, I offer the kind of experience I wish I’d had — personalized, approachable, and built around making investors and realtors feel taken care of. I perform property-specific cost segregation studies and deliver CPA-ready documentation, applying the same rigor and documentation standards from prior professional work to eliminate guesswork and overwhelm.
The result is clear direction from someone who’s been through the process personally and understands how high the stakes feel. If you want a partner who will actually walk alongside you, this is exactly what I’m here for.
MBA, Michigan Ross School of Business
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