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 white-label it, deliver to your client, and bill at retail.
Is this an AI-generated cost segregation report?
No. Every paid customer study is reviewed and signed by Cost Seg Smart's engineering team — engineering-team-signed, not individual-signed. 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 passes through engineer review and a 16-check QC validator 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 same-day; commercial and multifamily calibrated to property complexity), and you review and forward.
Margin per study
Roughly $1,100–$3,500 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 (your first study is free), and enterprise pricing is available for high-volume firms.
What's included
- Branded partner portal with all your orders + status
- White-label PDF option (your firm name and logo)
- CPA-Ready Guarantee on every report
- Form 3115 lookback support included
- Free first study to test the workflow
- Audit support — if the IRS questions methodology, we respond directly
- Every report passes a 16-check engineering QC validator before delivery — components tied to Rev. Proc. 87-56 asset class with stated rationale, RSMeans line citation, and quality multiplier; engineering-team-reviewed, engineering-team-signed (not individual-signed)
See the full partner program page for the margin math table and FAQ.