B
Bola's Tax Co.
Cost segregation
1184 Cypress Point Way, Truckee, CA 96161
ULV-2025-2762 · Delivered 2026-06-01T07:02:51.32229+00:00
B
Bola's Tax Co.
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Engineered review · calibrated to IRS standards
Cost Segregation Study · Tax Year 2025

1184 Cypress Point Way, Truckee, CA 96161

Truckee, CA, 96161
Prepared for
Marcus R.
Placed in service
Dec 4, 2025
Tax year
2025
Report ID
ULV-2025-2762
Property typeShort-Term Rental · Single-Family Residence
Year built2001
Square feet2,800
Beds5
Baths3 + 1 half
Lot size12,400 sqft
Parcel058-241-018-000
Section 01

Executive summary

This study reclassifies a portion of the property's depreciable basis from 27.5-year residential into shorter recovery periods, accelerating deductions into year one under current bonus depreciation rules.

Total deduction
USD952,000
$364,161 is deductible in year one: $305,193 of first-year depreciation plus a $58,968 partial-asset disposition write-off. The balance of the reclassified depreciation comes through over the rest of the schedule.
Total basis
$1,150,000
Land allocation
$198,000
Depreciable basis
$952,000
Short-life reclass
$304,301
Without cost seg
$1,442
Straight-line, 27.5-yr, partial year one
With this study
$364,161
252.5× larger first-year deduction
Deduction ledger
Tax yearDetailDeductionCumulative
Year 1FY 2025 · Disposition + short-life + shell (partial)$364,161$364,161
Year 2FY 2026 · 27.5-yr shell$21,408$385,569
Year 3FY 2027 · 27.5-yr shell$21,408$406,977
Year 4FY 2028 · 27.5-yr shell$21,408$428,385
Year 5FY 2029 · 27.5-yr shell$21,408$449,793
Total over 5 years$449,793

Short-life property is deducted in full now; only the 27.5-year shell spreads forward.

Section 02

How the asset depreciates

This year's deduction combines the remodel with the property's reclassified basis. On the remodel, the removed components are written off and the new build is depreciated.

Disposition write-off
$58,968 16%
Remaining tax basis of the components removed in the remodel, deducted in full this year as a partial asset disposition (Treas. Reg. §1.168(i)-8).
Bonus depreciation
$304,301 84%
100% first-year bonus on the property reclassified to 5- and 15-year recovery.
First-year MACRS depreciation
$892 0%
Regular first-year depreciation on the remaining basis, including the 27.5-year shell (mid-month, partial year).
The remodel, in numbers: disposition and replacement

Each remodeled area: the remaining undepreciated basis written off as a partial asset disposition (Treas. Reg. §1.168(i)-8), and the new capitalized replacement. Expand any row for the substantiating detail.

Remodeled areaDisposedReplacementNew total
Other scope$58,968$58,968$117,936
Original kitchen: cabinetry, counters, appliance structural$24,570$24,570$49,140
Original primary bath: vanity, tile, tub surround$17,550$17,550$35,100
Original flooring in remodel zones$10,530$10,530$21,060
HVAC ductwork section replaced$6,318$6,318$12,636
Remodel total · year-one$58,968$58,968$117,936
Section 03

Component allocation

$304,301 of short-life property. The rollup below organizes it by recovery period, then by room, then down to each component and its verified source.

5- & 15-year short-life · by room
Property-wide$219K72%
Carpet and flooring (non-permanent)$27,626
Window treatments$27,626
Cabinetry (non-permanent)$27,626
Appliances$27,626
Decorative lighting$27,626
Linens and decor (non-permanent)$27,626
Driveway and walkways$17,681
Landscaping (depreciable)$17,681
Fencing$17,681
Kitchen$32K11%
Custom rift-cut white-oak cabinetry$18,000
GE Café appliance suite$14,000
Exterior$20K6%
Rebuilt rear deck: Trex composite$14,000
New landscape lighting low-voltage$3,000
Hot tub pad refresh + walkway$2,500
En-Suite Bathroom$19K6%
Primary bath fixtures + vanities$19,000
Multiple$15K5%
New carpet: bedrooms + loft$9,000
Decorative pendant + sconce lighting$6,000
Allocation rollup

Recovery bucket → room → component line item.

5-year personal property$231,758
Property-wide$165,756
Appliances & FF&E
Carpet and flooring (non-permanent)$27,626Archetype
Window treatments$27,626Archetype
Cabinetry (non-permanent)$27,626Archetype
Appliances$27,626Archetype
Decorative lighting$27,626Archetype
Linens and decor (non-permanent)$27,626Archetype
Multiple$15,000
Appliances & FF&E
Decorative pendant + sconce lighting$6,000sample:cypress#3
New carpet: bedrooms + loft$9,000sample:cypress#4
Kitchen$32,000
Appliances & FF&E
GE Café appliance suite$14,000sample:cypress#1
Custom rift-cut white-oak cabinetry$18,000sample:cypress#5
En-Suite Bathroom$19,000
Appliances & FF&E
Primary bath fixtures + vanities$19,000sample:cypress#2
15-year land improvements$72,543
Property-wide$53,043
Site & land improvements
Driveway and walkways$17,681Archetype
Landscaping (depreciable)$17,681Archetype
Fencing$17,681Archetype
Exterior$19,500
Site & land improvements
Rebuilt rear deck: Trex composite$14,000sample:cypress#6
New landscape lighting low-voltage$3,000sample:cypress#7
Hot tub pad refresh + walkway$2,500sample:cypress#8
27.5-year residential shell$588,731
Property-wide$444,231
Structure & envelope
Residential rental building$444,231Archetype
Multiple$118,500
Structure & envelope
New engineered hardwood flooring$20,000sample:cypress#9
Primary + hall bath plumbing fixtures$18,000sample:cypress#11
Drywall, paint, trim throughout$18,000sample:cypress#13
General contractor labor: capitalized$62,500sample:cypress#14
Kitchen$12,000
Structure & envelope
Quartz countertops + tile backsplash$12,000sample:cypress#10
Structure$14,000
Structure & envelope
HVAC ductwork replacement section$14,000sample:cypress#12
State conformity

How the state diverges

Federal bonus depreciation isn't always allowed at the state level. Where a state decouples, the federal bonus is added back and the asset is recovered on the state's own schedule — producing a separate state deduction stream and a basis that diverges from federal through sale.

California (CA)Draft · pending CPA verification

California does not conform to §168(k). Federal bonus is added back on FTB 3885A and the asset recovered under regular MACRS over its class life. Federal bonus added back, depreciation recomputed under regular MACRS · CA FTB 3885A.

State adjustment · the figures you transcribe onto the return
Tax yearAdd-backSubtraction
Year 1$254,322
Year 2$81,054
Year 3$50,700
Year 4$32,284
Year 5$31,726
Year 6$17,869

Year-one add-back of $254,322 is recovered over the asset lives; the federal bonus and the state schedule recover the same basis, so the adjustments net to zero across the full horizon.

State depreciation schedule
Tax yearState deductionCumulative
Year 1$50,871$50,871
Year 2$102,463$153,334
Year 3$72,108$225,442
Year 4$53,693$279,135
Year 5$53,134$332,269
Year 6$39,277$371,546
Total over 29 years$893,026
Dual basis · federal vs CA remaining basis
Tax yearFederal basisCA basisDivergence
Year 1$587,840$842,161$254,322
Year 5$502,206$560,764$58,558
Year 10$395,164$418,726$23,562

CA carries more basis forward — federal front-loads depreciation via bonus, so a sale before full recovery shows a larger federal gain than CA.

Section 04

Verified sources

Every figure traces to a primary source. This is the provenance behind the engineered review: what we relied on, what it established, and how we confirmed it.

SourceWhat it verifiedHowStatus
County assessor recordLand vs. improvement allocationPublic parcel record · 058-241-018-000Verified
IRS authoritiesClassification & recovery periodsCross-referenced per componentVerified
Section 05

Methodology calibrated to IRS standards

Component allocations follow the IRS Cost Segregation Audit Techniques Guide and MACRS recovery periods. Every assumption traces to a publicly cited authority.

Key parameters & assumptions

The figures above are fixed by these study-specific inputs: the bonus rate is set by the placed-in-service year, and the disposition is a taxpayer election. They carry through the entire study.

Tax year of filing2025
MACRS recovery periods, conventions, and the bonus rate are applied as in effect for this filing year.
First-year bonus rate100%
IRC §168(k) first-year bonus depreciation. The rate is fixed by the placed-in-service date (Dec 4, 2025) and steps down by year, so it is specific to this property.
Partial asset dispositionElected · §1.168(i)-8
Remaining basis of the components removed in the remodel is written off this year. Requires the original component basis and the removal/placed-in-service dates. It is a per-component election, not automatic.
Land allocation$198,000
Land is non-depreciable and excluded from the reclassified basis.
MACRS conventionsMid-month / half-year
The 27.5-year shell uses the mid-month convention; 5- and 15-year property uses the half-year (or mid-quarter) convention per IRS Pub. 946.
Authorities
AuthorityHow it applies to this study
STATUTE IRC §167IRC §167
STATUTE IRC §168IRC §168
REV_PROC Rev. Proc. 87-56Rev. Proc. 87-56, 1987-2 C.B. 674
ATG Cost Seg ATGIRS Cost Segregation Audit Technique Guide (revised 2017)
CASE WhitecoWhiteco Industries Inc. v. Commissioner, 65 T.C. 664 (1975)
CASE HCAHospital Corp. of America v. Commissioner, 109 T.C. 21 (1997), acq. 2000-2 C.B. xvi
REV_RUL Rev. Rul. 2003-81Rev. Rul. 2003-81, 2003-2 C.B. 126
REG Treas. Reg. §1.167(a)-1Treas. Reg. §1.167(a)-1
Section 06

Engineered review pass

Every study runs through the same four-stage engineered review before release: produced by the cost segregation engine, independently re-computed, and cross-checked against IRS authorities and public records.

01

Source ingestion

Source facts and citations verified at intake.

Engineer agent run not recorded on this engine run
02

Component classification

Components mapped to MACRS class lives per Rev. Proc. 87-56 + IRS ATG.

Engineer agent run not recorded on this engine run
03

Reconciliation

Allocation sum reconciled to depreciable basis within tolerance.

Engineer agent run not recorded on this engine run
04

Compliance check

Bonus eligibility, anti-churning, and completeness validated.

Engineer agent run not recorded on this engine run
Engineered review pass
All 4 stages passed. Cleared for delivery.
Run ID cb4a23249db10c2b
Hash cb4a23240c2b
Sealed 2026-06-01T07:02:51.32229+00:00
AI engineering review

An AI engineer paired with an IRS audit agent reviews and verifies every study so the calculations are defensible and traceable to tax-law standards.

Independent re-computation

Allocations re-run by a second model and reconciled.

IRS-authority cross-check

Each component mapped to the IRS ATG, Rev. Proc. 87-56, and MACRS class lives.

Audit trail retained

Every source document and the full run log are retained for the audit-defense window.

About this review. Component allocations are cross-validated against IRS authorities, assessor records, and the client's source documents during the preparation workflow. Bola's Tax Co. retains sole professional responsibility for the tax positions reported on the return, reviews the underlying support, and signs the return as the paid preparer. The software facilitates substantiation and calculation; it does not replace the firm's professional judgment or filing responsibility.