Meet Jerry Lotz
Jerry Lotz is a Principal, Owner, and seasoned Entrepreneur with a passion for helping organizations become “Fiscally Fit.”
How It Started
CostSeg $avings Solutions was born in 2015 after years of listening to and addressing customers’ needs. Jerry envisioned bringing together a select group of highly reputable companies offering services designed to provide peace of mind to both for-profit and nonprofit organizations.
Support in Uncertain Times
In today’s tenuous economic climate, owners and managers want confidence that they’re using their resources wisely. They seek efficient strategies to protect their investments and provide the best possible products and services to meet market demands.
Empowering Your Team
Leaders also want to care for their teams—the individuals who help their businesses survive and thrive. Our work is focused on enabling that by improving financial efficiency.
Serving Clients Worldwide
Though we primarily serve domestic clients, our reach is global. We help organizations operate more efficiently, improve profitability, and make the most of their human capital.
Putting People First
We recognize the value of talent in the workplace. Our goal is to help clients reduce unnecessary expenses so they can retain and reward the people who drive their success.
Client Testimonials
Here's what we have accomplished! We are eager to assist you! Read testimonials.
August 17, 2017
“I chose CSSI for our cost segregation study and was impressed at how Jerry Lotz was able to explain the process in a very easy to understand way, while also getting very specific with the details when I asked questions. His team is thorough and kept us informed as we moved through the analysis. I highly recommend Jerry and CSSI.”
Scott Breza, Esquire, Managing Member
11019 McCormick, LLC
10/9/2017
Excellent. Jerry was on top of the situation at all times. He resolved some minor issues as they arose,
and made sure the work was complete with enough time for me to file the client's extended 1040.
Moshe Pelberg CPA – Pikesville, MD
4-7-19
Our partnership engaged Jerry and CSSI to do a Cost Seg Study on three apartment buildings we recently
acquired in Norfolk, VA. Once I made all the introductions, Jerry coordinated the flow of information between
my partners, our accounting firm and CSSI so I had very little to do other than answer a few questions now and
then. The final numbers came in ahead of schedule and the tax savings was even greater than the initial estimate. The cost for the entire project was very reasonable and in line with the competition despite the fact that CSSI was more qualified than the majority of the other bidders. I highly recommend Jerry and CSSI and plan to hire them again for our next project which we have under contract and plan to settle on this summer.
Sincerely,
Neil A. Katz
President, Neil A. Katz & Assoc.
Real Estate and Business Investments
Owner, Accelerent/Baltimore
Neil@NeilAKatz.com | (410) 952-9400
January 18, 2020
“Jerry Lotz with cost seg solutions was of tremendous help in every phase of our study. Him and his team not only
conducted the study but also provided additional insight and guidance with a particular peculiar piece of property where
there no comps. The collaboration was not only helpful, but as well assuring and most appreciated.”
John Grammer, Jr EA
Premier Consulting Group, Inc.