Executive Team

Dedicated to Helping You Keep Your Money

Jim Shreve

Founder, CEO

Jim founded CSSI® – Cost Segregation Services, LLC in 2003. As a highly experienced engineering economist, Jim was commissioned to develop the process of bringing the results of the Hospital Corporation of America v. Commissioner court case to businesses across America. Jim’s method allowed business owners of all sizes to realize increased cash flow for their businesses. CSSI® has become the preferred provider of engineering-based cost segregation studies to tax professionals and their clients.

For the past 35 years, Kathy has offered cash-flow-producing financial services nationwide and has worked with CSSI for over 15 years. She has also worked with multiple industries such as medical, dental, veterinary, banks, industrial, manufacturing, security and alarm, hotels, restaurants, auto dealerships, real estate developers and investors, assisted living, residential rentals, apartments, short-term rentals (Airbnb, etc.), and many more.

Kathy has assisted and been referred by many CPAs, tax professionals, financial and wealth advisors, lenders and mortgage brokers, real estate brokers, general contractors and architects, and medical, dental and veterinary distributors across the nation… She has been a guest speaker and trainer offering financial classes, continuing education (CE) courses and clinical hours for professionals and for multiple other organizations and associations.

Kathy has published videos and articles such as “Pay Less to the IRS” and has been a guest on television programs and podcasts. She has also been a nationwide featured presenter and offered CPE webinars and on-site presentations for tax professional firms and state and local tax societies.

Kathy educates tax professionals on applying the IRS Tangible Property Regulations (TPRs) including the following tax strategies: Cost Segregation, Partial Asset Disposition (PAD) including Retrofits to LED, Removal and Disposal Cost, Building Systems Valuation and Capital to Expense Reversal, Grouping, and Bonus Depreciation along with other tax benefits such as Section 179D Tax Deduction / 45L Tax Credits for Energy Efficiency, R&D Tax Credits, Green Zip Application Tax Savings Benefit and other Tax Incentives.

Kathy feels blessed to have been married for over 35 years. One of her outstanding achievements is earning her doctorate degree after many years of study. She is currently in the process of authoring her first book. Making a difference in any area of someone’s life is one of her greatest rewards. She says that it is always an honor and privilege to assist anyone who needs her help. Kathy believes that we are “Blessed to be a Blessing.”

If you want to decrease your taxes and increase your cash flow through CSSI’s Engineering-Based Cost Segregation Studies and Asset Valuations, please contact Kathy for a complimentary, no risk, no obligation predictive analysis! Kathy increases cash flow and provides tax-saving solutions through her array of services and expertise, which is why she is known as “The Cash Flow Specialist.”

Warren is a natural leader and brings ethics and integrity into every aspect of his life and work. He spent the first 20 years of his career in ministry and has a degree in theology from Franciscan University in Steubenville, OH. Warren also has an MBA from Louisiana State University.

Having owned his own healthcare company, Warren has extensive knowledge of sales and business development. Warren is instrumental in growing and maintaining our extensive sales channels. He has extensive knowledge of tax law and consults with building owners and development firms to reduce or defer their taxable income. He travels the US providing educational webinars on tax law and solutions for accounting professionals, building owners, wealth managers and real estate professionals.

David is a cost segregation specialist and has traveled the country speaking at CPA society events. As an expert in the Tangible Property Regulations (repair regulations), he routinely provides assistance to tax professionals who are looking to understand the opportunities and pitfalls of these regulations. David has a unique ability to take the complex and tell a meaningful story. This talent serves him well in explaining the application of the repair regulations.

In his past experiences, David worked in front of and behind the cameras as a Public Affairs Specialist for the Corps of Engineers in New Orleans after Hurricane Katrina. David interacted with the national and international media to tell the story of the effects of the storm and the Corp’s process to rebuild the city’s hurricane protection system. His gifted storytelling was evident in the broadcast and documentaries in which he participated.

Don joined CSSI® in 2015, bringing his business development experience of over 25 years. His previous experience has been in the engineering and environmental consulting space. Don is continually focused on introducing CSSI® into new markets throughout the country.

Lee has been an integral part of CSSI® for over 10 years. In addition to working with clients in a broad range of industries, he consults with tax advisors, financial/estate planners, capital investment groups, and commercial brokers by sharing his diverse knowledge. Lee also shares this knowledge with CPAs by teaching Cost Segregation courses required for continuing education. Lee brings a wealth of valuable insight, experience, and achievement to the CSSI® clientele.

Robert earned both his B.S. in Finance and his MBA from Louisiana State University. His role in the company is to oversee the engineering process ensuring that the Cost Segregation Studies are completed accurately and on time. In addition, he assists tax professionals in applying our calculations to their client’s tax returns.

John has a great understanding of the business owner’s mindset. After 15 years previously running his own mortgage and insurance operations, he knows the power of the time value of money and the impact of cash flow that we generate. John comes directly to CSSI® from working over the last few years with clients in real estate securities transactions related to opportunity zones, mineral rights, and pass-through tax strategies.

Aaron is a sales professional with 10+ years under his belt in private and fortune 500 companies. He is adept at making complex content easy to understand and digest. Aaron consults with clients all over the country to apply his knowledge of tax law, with a team at CSSI®, who has unparalleled expertise standing behind him. He graduated from Indiana University in Bloomington, IN, with a B.S. in Public Affairs.