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.

Portrait of Jim Shreve
David Trahan

David Trahan

National Account Executive

David H. Trahan currently represents Cost Segregation Services Inc. (CSSI®) as a National Account Representative and works with a variety of real estate owners and tax professionals by providing cost segregation and repair regulations services. Since 2012, David’s efforts have helped his clients defer/save over an estimated $60,000,000 in income taxes on properties exceeding $1 Billion in estimated value. Property types have included office buildings, distribution warehouses, restaurants, shopping centers, apartments, retail showrooms, hospitals, and medical/dental clinics, and self-storage facilities. David maintains offices in Texas and North Carolina.

David has spoken to numerous real estate brokerage companies, commercial mortgage companies, and CPA firms on cost segregation and the 2014 Tangible Property Regulations (Repair Regs). Some of his audiences have included the Austin Chapter of CPAs and the Houston Affiliate of the American Woman’s Society of Certified Public Accountants as well as over 25 CPA firms throughout Texas, Louisiana, and North Carolina.

David has authored articles regarding Cost Segregation and Real Estate Valuation that have been published in the Austin Business Journal, the Houston Business Journal, The Triad Business Journal, the Appraisal Journal, and the monthly newsletter for the AWSCPA.

Prior to joining CSSI®, David Trahan provided real estate consulting and valuation services to a variety of institutional, corporate, and individual clients throughout the U.S. in such areas as property tax consulting, asset disposition and acquisition, portfolio valuation, and highest and best use analyses.

Previously, David’s jobs have included Managing Director of the Valuation/Consulting Group for the Houston Office of Cushman & Wakefield, President/Founder of Trahan & Partners—a national appraisal and consulting company, and Founder and President of Trahan & Williams—a national property tax consulting company.

Mr. Trahan is an MBA graduate of Louisiana State University in Baton Rouge and has lectured on Real Estate at The University of Texas in Austin and The University of Houston Main Campus. In addition to spending time with his wife, children and grandchildren, David enjoys hiking, fishing, college football/baseball, wine tasting, woodworking, and traveling.

Portrait of Warren Dazzio

Warren Dazzio

Executive Vice President

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.

Portrait of David Deshotels

David Deshotels

Executive Vice President

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.

Portrait of Don Griffin

Don Griffin

Executive Vice President

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.

Portrait of Lee Shreve

Lee Shreve

Executive Vice President

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.

Portrait of Robert Taylor

Robert Taylor

Vice President of Operations

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.

Portrait of John Howard

John Howard

Vice President

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.

Portrait of Aaron Stratman

Aaron Stratman

Vice President

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.