Your Journey
Building a Comprehensive STR Tax Strategy
Moving from general tax advice to an implementation-ready plan built around your specific situation.
The Case for Depth
Why piecemeal advice doesn't work for STR tax strategy
STR tax strategy isn't a single decision. It's a system of interconnected choices. Entity structure affects how depreciation flows. Cost segregation timing affects bonus depreciation capture. Material participation classification affects whether losses offset W-2 income at all.
When these elements are addressed independently, a cost segregation study here, an entity election there, they often conflict with each other or fail to capture their full potential. A comprehensive strategy coordinates every component around your specific income profile, property portfolio, and long-term goals.
The difference between having a strategy and having a plan you can actually execute is the difference between tax advice and tax results.
What's Covered
The components of a complete STR tax strategy
Current Tax Position Analysis
A detailed review of your existing tax situation: income sources, deductions, effective rate, and where STR strategy creates the most impact.
Entity Structure Design
LLC elections, S-corp analysis, asset protection layering, structured around your income level, state obligations, and portfolio.
Cost Segregation Coordination
Analysis of cost segregation potential, study coordination, and integration with your overall depreciation and bonus depreciation strategy.
Material Participation Plan
Specific documentation requirements, hour tracking methodology, and which of the seven IRS tests you'll meet for each property.
Multi-Year Financial Projections
3–5 year projections showing the strategy's impact on your tax position, including depreciation schedules and income growth scenarios.
Implementation Roadmap
A sequenced action plan with specific steps, timelines, and dependencies, so you know exactly what to do, when, and in what order.
Execution Matters
Having a strategy is not the same as executing one
Strategy without implementation detail is just a recommendation
A good plan tells you what to do. A great plan tells you what to do, in what order, by when, and what happens if you don't. Every recommendation is mapped to a specific action with a timeline.
Coordination across providers is where most strategies fail
Cost segregation firms, property managers, legal counsel, and your CPA all need to be working from the same playbook. The strategy document serves as that single source of truth.
Multi-year modeling prevents surprises
Income growth, property additions, and depreciation recapture all change your tax picture year over year. With 100% bonus depreciation permanently restored under current law for qualifying property placed in service after January 19, 2025, first-year deduction potential is significant, but projections ensure you're optimizing across the full holding period, not just year one.
Audit-defensible documentation starts at the strategy level
Every position in the strategy is documented with the supporting rationale, relevant code sections, and record-keeping requirements, before the first return is ever filed.
The Deliverable
The STR Tax Blueprint
A 20–40 page implementation-ready strategy document covering every aspect of your STR tax position. Built around your income, properties, and goals, with a sequenced action plan you can execute immediately.
$5,000
20 business day engagement · scales with complexity
What you receive:
- 20–40 page strategy document with implementation roadmap
- Material Participation Documentation Kit
- 3–5 year financial projections showing strategy impact
- 60-minute delivery walkthrough with the CPA who built it
Base engagement: $5,000 · Each additional property: +$2,000 · Each additional state jurisdiction: +$500
Ready for a strategy built around your situation?
Start the intake process. We'll determine the scope and walk you through the engagement process.
Get Started