How BluePrint works

From first estimate to completed study — one guided process

BluePrint owns the front of the process: the benefit estimate, the education, the intake, and the document collection. A qualified cost segregation specialist in the BluePrint Partner Network owns the technical study. Your CPA gets a clean deliverable that drops into Drake, CCH Axcess, or UltraTax without retyping.

Guided platform

Property-type playbooks pre-load the estimate inputs, required documents, and risk flags — so the project arrives at the specialist organized, not raw.

Specialist-reviewed

Projects are reviewed by qualified cost segregation specialists and engineering professionals before final report delivery.

IRS-defensible

Network studies trace every classification to a legal basis — Regs, cases, PLRs — and reconcile every cost to total basis. Audit support included.

Fast, predictable timelines

Typical turnarounds of 5–10 business days by package, because the intake work is done before the specialist starts.

Phase 1

Estimate & intake — on the platform

Takes you ~10 minutes. The platform knows what to ask based on property type.

1.1
Build your benefit estimate

Pick a property type and enter your basis. Each of the 17 property types pre-loads a playbook: typical reclass ranges, risk flags, and the exact documents the study will need.

1.2
Enter the basics

Property name and address, placed-in-service date, purchase price, and land value. The platform computes your improvement basis on the fly and shows the likely package range.

1.3
Upload documents

Closing statement, construction cost breakdown or invoices (if available), prior depreciation schedule (for lookbacks), and photos. The intake checker tells you in real time what's complete and what's still missing.

Property types supported

17 playbooks, one for every common asset class

Each playbook encodes the typical 5- and 15-year reclass ranges, the high-value assets to watch for, and the risk flags specific to that property type.

OfficeMedicalDentalRestaurantRetailIndustrialWarehouseManufacturingHospitalityMultifamilySTRMixed-useSelf-storageCar washDaycareFitnessSenior housing
Phase 2

Specialist matching & classification

BluePrint routes the organized project; the specialist makes every call.

2.1
Assigned to the right specialist team

Your engagement is with BluePrint. We assign the qualified cost segregation specialist team that fits the property type, size, location, complexity, and timing — you don't shop ten providers, you get one accountable platform.

2.2
Asset extraction and classification

Invoices are read line-by-line, related costs grouped, and assets tagged by area and system. Every asset is classified against rules that encode IRS guidance, tax court decisions, and the property-type playbooks — each with a confidence level and risk flag.

2.3
Specialist review

Qualified cost segregation specialists and engineering professionals review every non-routine classification before anything moves forward, with written justification on judgment calls.

Phase 3

Cost allocation & reconciliation

The basis reconciles to the penny. Every method is documented.

3.1
Method selection

Direct invoices when available, RSMeans detailed cost estimation when not, or a hybrid. The specialist picks the right method per asset category and documents why. Soft costs (design, permits, financing) are allocated proportionally.

3.2
Reconciliation to total basis

Every dollar is tied back to the total depreciable basis. If the math doesn't reconcile, the study doesn't ship. This is table stakes — and it's the single biggest difference between a defensible study and a cheap one.

3.3
Sanity checks against benchmarks

Reclass percentages are checked against the property-type playbook's typical ranges. If the numbers are materially off, the platform flags it and the specialist explains why (or corrects it).

Phase 4

Report & delivery

Your CPA gets exactly what they need. You get a PDF that holds up to examination.

4.1
10-section report

Executive summary, methodology, asset schedules by class life, cost reconciliation, photo appendix, legal citations, specialist certification, and the Form 3115 workpaper for lookbacks — built to network report standards.

4.2
CPA summary & tax-software export

A one-page summary for your CPA with every number they need to enter, plus structured data that imports directly into Drake, CCH Axcess, and UltraTax. No retyping, no transcription errors.

4.3
Audit support — a network standard

If the study's classifications, methodology, or allocations are ever questioned, BluePrint stands behind it — the specialist team that prepared it provides the technical response, and BluePrint coordinates the process.

Why this process is different

Every classification is traceable

Every asset on every schedule has a citation — to the regs, a court case, a PLR, or the property-type playbook. Not a model hallucination, not a guess.

Property-type playbooks are real

Medical practices get the medical playbook. Restaurants get the restaurant playbook. STR owners get the STR playbook with the material-participation notes your CPA needs.

The intake checker prevents garbage-in

Half-complete intake never reaches a specialist. The checker tells you what's missing, in plain English, before the handoff.

Audit support isn't an add-on

It's a network standard: every specialist in the BluePrint network is required to stand behind the studies they complete.

A BluePrint Network Standard

Audit support included on every completed study.

If the IRS or a tax advisor questions the study's classifications, methodology, cost allocations, or supporting documentation, BluePrint stands behind the study it delivered — the specialist team that prepared it provides the technical response, and BluePrint coordinates the process so clients and CPAs are never left chasing answers.

Read the standard
Recent studies on file
$4.85Maviation hangar$2.2Mdental build-out$6.4Mmedical office
Service tiers

Right-sized to the property

Compare tiers
Essentials
Up to ~$750K basis

Right-sized study for smaller properties and single-asset STRs.

Typical 5 business days
Standard
$750K – $3M

The most common package — full engineering-based study.

Typical 7 business days
Premium
$3M – $15M

Engineering-heavy study for complex or high-basis properties.

Typical 10 business days
Portfolio
>5 properties or >$15M

Bulk pricing and coordinated delivery across a portfolio.

Custom timeline per portfolio

Final pricing is scoped to the property and confirmed in your BluePrint engagement letter.

Ready to see the numbers for your property?

Build a benefit estimate in 60 seconds — accelerated depreciation and Year-1 tax impact, no email required.