The CPA partner program lets you add cost segregation as a recurring revenue line without taking on engineering work. We generate the engineered PDF; you review it, optionally private-label it under your firm's brand, deliver to your client, and bill at retail.
Is this an AI-generated cost segregation report?
No. Every paid customer study goes through quality checks before delivery. Site content (blog, FAQ, methodology pages) is reviewed against IRS Pub 5653 and Treasury Reg §1.168 standards via the editorial process documented on our about page. An automated engineering model accelerates component classification, but every final report is quality-checked before delivery. See our audit defense framework for the full QC methodology.
How it works
Sign up for a partner account, get a branded ordering link and partner portal login, and send the link to clients. Your client orders, we deliver the report (most residential studies in 1–2 business days; commercial and multifamily calibrated to property complexity), and you review and forward.
Margin per study
Roughly $1,100–$4,800+ per engagement on standard residential and small commercial. Higher-margin engagement types include data center, hospitality, and manufacturing — specialty commercial where the per-study fee is by proposal and CPA partner margin scales accordingly. Wholesale is a flat 20% below retail regardless of volume, and enterprise pricing is available for high-volume firms.
What's included
- Branded partner portal with all your orders + status
- Private-label PDF option (your firm name and logo lead; a discreet "Powered by Cost Seg Smart" line is retained)
- CPA-Ready Guarantee on every report: free corrections whenever your CPA finds an issue on our side, then a refund if your CPA still can't use it
- CPA coordination included: written answers to your technical questions, and a call or meeting when either of you asks
- Form 3115 lookback support included
- Audit support — if the IRS questions methodology, we respond directly
- Every report passes an engineering QC validator before delivery — components tied to Rev. Proc. 87-56 asset class with stated rationale, cost-source line citation, and quality multiplier; quality checks on every report
See the full partner program page for the margin math table and FAQ.