About Miami Tax & Tech | U.S. Tax Planning & Advisory
Learn how Miami Tax & Tech helps business owners, investors, and international clients with U.S. tax planning, real estate tax strategies, international structuring, and tax compliance.
Who this service is for
For Real Estate Owners and Those Who Need Advanced Tax Planning
Cost segregation is most valuable when combined with active business — use in your own business, professional rental activity, or platform-based short-term rental.
Real estate professionals
Those working with real estate as a primary occupation — including active investors, landlords, and developers with qualifying activity levels.
We help you maximize accelerated depreciation to offset active business income, ensuring your real estate portfolio works as hard for your tax strategy as it does for your bottom line.
High-Net-Worth Individuals
Who exhausted standard tax planning instruments and ready to engage in short-term rental.
Family Business Owners
For those who already own real estate or are ready to invest in it as part of a strategy to reduce taxes on income from their primary business.
International Investors
Foreign investors in U.S. real estate who need the most tax-efficient structure possible.
CLIENT PROBLEMS
Why Cost Segregation?
Cost segregation provides flexibility to accelerate tax deductions, use them against active income rather than rental income alone, and properly document the position for the IRS.
Inflation Erodes Depreciation
Depreciation 30 years from now is worth almost nothing because of inflation.
High Income Needs a Scalable Tax Tool
At $300,000+ of income, traditional tax-planning tools often have limited impact. Cost segregation can be different — and, importantly, it is scalable.
Real Estate Losses Can Get Trapped
Rental losses generally offset only passive income. Proper short-term rental structuring may allow those losses to offset active income, making the strategy useful well beyond real estate professionals.
Real Estate Offers Flexibility and Peace of Mind
Unlike some tax-planning instruments that may feel exotic or difficult to understand and manage, real estate remains a familiar and flexible asset: it can be managed and rented remotely, refinanced, sold, or held for the long term.
WHY US?
Tax planning first. Cost segregation as the instrument.
A cost segregation report can identify accelerated depreciation. Our role is to place that result into a client-specific tax strategy, implementation plan, and defense file.
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Tax planning is the center
We specialize in tax planning. Where a study is justified, we keep the tax result, timing, documentation, and implementation strategy at the center of the project.
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From report to tax result
We do not stop at a paper report. We help translate the study into projected deductions, return filing, preparer handoff, and practical implementation steps.
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Documentation-led planning
As a team with tax controversy background, we heavily aim to avoid going into the IRS dispute funnel. For this, we concentrate on meeting IRS criteria with convincing evidence.
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Founder involvement
Oleg Shmal, a tax professional licensed by the U.S. Department of the Treasury and authorized to represent taxpayers in disputes with the IRS, as well as an Associate Member of the American Society of Cost Segregation Professionals (ASCSP), is involved in every project.
“Every cost segregation project is personally reviewed by me. We coordinate with qualified engineers, build the documentation supporting the tax position, and take responsibility for the tax strategy and its implementation — from the technical study through the actual realization of the tax benefit: your money.”
Oleg Shmal
Founder & Managing Director · EA License #00163210-EA · ASCSP Associate Member #A029-26
SERVICE LEVELS
How much could it cost?
Study fees are quoted separately. For properties below $1.5M, third-party they may be around $1.5k for residential and $2.5k for commercial properties.
Black
Turn-key Implementation
$6,000
+ 20% of 1st year tax savings + study fee
For clients who want cost segregation fully implemented as part of their broader tax strategy.
- Full study coordination
- Tax strategy development
- Hands-on implementation
- Bi-weekly calls
- Tax-preparer/accountant coordination
- Documentation support
- Tax audit support coordination
Gold
Consulting Support
$4,000
+$500 quarterly + study fee
For clients who need study coordination and professional support with implementation.
- Study coordination
- Tax strategy summary
- Implementation plan
- Quarterly advisory calls
- Tax-preparer/accountant instructions
- One-off documentation review
- Initial tax audit support
Silver
Diagnostic Review
$2,000
(one-off) + study fee
For real estate professionals who handle tax planning and implementation themselves.
- Study data request
- Clarification consultation
- Study specialist introduction
- High-level implementation plan
ESTIMATE CALCULATOR
How much could you save?
Estimate your planning opportunities
Answer a few quick questions to get a rough sense of your potential tax planning upside. This is illustrative only — not a tax or legal opinion.
Your Estimated Opportunity
Enter Your Property Details
Complete the form to estimate the potential depreciation benefit and federal tax savings.
Estimated Results
Estimated 1st-Year Additional Deduction Opportunity
$0
Estimated 1st-Year Federal Tax Savings
$0
CASE EXAMPLES & TAX PLANNING NOTES
Where Cost Segregation Can Create More Opportunity
Cost segregation is not only a way to accelerate deductions. It is also important to determine when to use those deductions and which properties can produce the strongest overall tax result.
The largest deduction today is not always the best result
Recent legislative changes can allow qualifying components to generate a very large deduction in the first year. But if that deduction creates a loss the client cannot use efficiently right away, taking the maximum amount today may not produce the best outcome.
We evaluate not only the size of the potential deduction, but also the timing of its use — matching depreciation with the income of related taxpayers across multiple tax years in our automated tax modeling system, together with other limitations and the client’s broader tax strategy.
The optimal result depends on income levels, loss limitations, and tax elections.
Used real estate may also qualify for 100% accelerated depreciation
Under recent legislation, a building does not necessarily have to be new for 100% accelerated depreciation to apply. If the applicable requirements are met, qualifying components of previously used real estate acquired by a new owner may also be eligible for a full first-year deduction.
This can be particularly relevant when acquiring existing apartment buildings, hotels, commercial properties, and other income-producing real estate. A significant tax benefit may arise even when the property itself was built many years ago. That potential benefit can also affect the economics of the transaction for both buyer and seller.
Eligibility depends on acquisition and placed-in-service dates, prior use, the relationship between the parties, and other applicable requirements.
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Disclaimer
Cost segregation depends on property-specific facts, documentation, taxpayer-level limitations, current tax law, state conformity, and proper implementation. Engineering reports, legal advice, valuations, and tax return preparation and signing are provided or coordinated separately where applicable.
Miami Tax & Tech does not guarantee tax savings, refunds, or IRS acceptance.