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Home
History
About Us
Cost Seg
Finance
Insurance
Legal
Wealth
CPA/EA Support
About Us
Our founder helped write the book on Cost Segregation Studies.
Zero audits in over 20 years.
Choose someone who wrote the book on Cost Segregation Studies, or someone who read it?
The Founding Partners
JP Sardella, ME, MBA
Managing Partner
–
28 Years
1997: Started first Cost Segregation firm in NYC
2002: Trained AICPA and NSEA members on Cost Segregation
2004: 1st practitioner of “Project Delta” and help author Cost Segregation audit guidelines with IRS
2004 – Present: worked with hundreds of clients on various tax matters
Daniel R. Kazakos, MAcc
Senior Partner
–
18 years
2006: Worked at Callister & Hendricks law firm on tax planning and forensic accounting
2008 – 2011: Three tax seasons at IRS
2011 – present: Taught accounting and worked with dozens of clients on tax matters as well as working as fractional executive for several entities
Cameron Beckham
Founding Partner
–
17 years
2007: Started national insurance company taking it from 4 employees to 180 employees
2015 – Present: Majority investor and operator in several companies as its Principal
Home
History
About Us
Cost Seg
Finance
Insurance
Legal
Wealth
CPA/EA Support