AE Tax Advisors

I own three commercial properties -- an office building, a retail strip center, and a warehouse -- all in the greater Philadelphia area. My previous CPA was doing basic straight-line depreciation on all three and never once mentioned cost segregation or the QBI deduction for rental income.

AE Tax Advisors performed cost segregation studies on all three properties. Each building type has different components that qualify for reclassification. The office building had HVAC zoning, millwork, and specialty lighting. The retail strip had tenant improvement allowances, signage, and decorative facades. The warehouse had overhead cranes, dock equipment, reinforced flooring, and specialized electrical. All of these were moved to accelerated depreciation schedules.

They stacked the accelerated depreciation with the Section 199A QBI deduction, which applies to rental real estate that meets the safe harbor requirements. My old CPA was not claiming QBI on any of my rental income because he was not sure the rentals qualified. AE Tax confirmed they met the safe harbor test and captured the deduction.

Total savings across all three properties: $183,000. The studies paid for themselves many times over.

What stood out was how effortlessly the team handled the complexity. Three different property types, three different cost seg studies, three different depreciation schedules -- all coordinated into one unified tax strategy. They even projected my depreciation benefits forward five years so I could plan accordingly.

If you own commercial real estate, cost segregation is not optional -- it is essential. AE Tax Advisors makes it easy.