Run cost segregation studies under your firm's name

We do the engineering analysis. You review the report, deliver it to your client, and bill them at your rate. White-labeled PDF, 20% wholesale discount, single-property ordering through the partner portal.

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No minimum commitment. First study refunded if it fails your review.

Sample · Cover page

Cost Segregation Study

Prepared by: Your Firm Name, CPA
Year-1 deduction: $162,400
Reclassified to 5/15-yr: 27.4% of basis

The deliverable, rendered under your firm's brand

Every study is an engineer-grade, IRS-defensible report — typically 40+ pages, with a component-level breakdown, depreciation schedules ready to drop into Form 4562 or Form 3115, and a methodology section citing IRS Audit Technique Guide language. The cover, headers, and footer carry your firm's name and logo. The math is ours.

What "white-labeled" means here: Cover page, headers, and footer reflect your firm's branding. The methodology, engineering analysis, and Cost Seg Smart's audit defense backing remain documented inside the report (per IRS expectations for engineering studies). Your client sees your firm. The IRS sees both — that's the point.

How a study moves through your firm

Three steps, three roles. We never speak to your client unless you put us on the call.

STEP 01

Order in the portal

Submit a single property: address, basis, year placed in service, property type. ~3 minutes per order.

You
STEP 02

Engineering analysis

Our engine ingests county assessor data, RSMeans cost tables, and remote-observation inputs. Generates the full study with QC checks before delivery.

Us — under 1 hour
STEP 03

Review & deliver

You receive the white-labeled PDF in the portal. Review the methodology and numbers, then forward to your client. Bill at your rate.

You

The margin per study

Wholesale at 20% off retail. You set the bill rate to your client. A typical residential property under $700K basis:

Cost Seg Smart retail price (residential, $300K–$700K basis) $795
Your wholesale price (20% partner discount) $636
Typical bill rate to your client (CPA market) $1,500–$2,500
Your margin per study $864–$1,864

Pricing scales with property type and basis. MF 5+, commercial, and industrial studies range $1,395–$2,995 retail at the same 20% wholesale margin. Bulk and portfolio rates available on request.

What audit support covers (and what it doesn't)

If your client receives an IRS notice questioning the cost segregation analysis, here's exactly what we do and don't do. We're spelling this out because vague "audit defense" claims are exactly the thing that costs CPAs reputation when a client gets letters.

Covered at no extra charge

  • Written response to IRS questions about the engineering methodology used
  • Documentation of asset classifications (5-year, 15-year, 27.5/39-year)
  • Re-derivation of any number in the report on request, with full source citations
  • Free revisions to the study for 60 days from delivery
  • Coordination with you on the response timeline so your client never waits on us

Not included (clarified upfront)

  • IRS representation or appearance — that's your role or a tax attorney's
  • Tax return preparation or amendment (Form 3115, depreciation schedules, etc.)
  • Defense of independent tax positions taken by your client (e.g., REPS election, material participation)
  • Testimony in Tax Court or other proceedings
  • Legal opinions on the deductibility of any specific position
Our scope is the engineering analysis: how we classified assets, what cost data we used, and why each component fell into the 5/15/27.5/39-year buckets. Anything beyond that lives with you and your client, where it should.

Who this works for

Solo and small-firm CPAs with at least one rental real estate client per year. Firms doing 10–50 studies per year that don't want to staff an in-house engineer. Bookkeeping practices adding cost segregation as an offering without becoming experts in MACRS classification.

Who this isn't for

CPAs who want to do the engineering analysis themselves — you'll find our methodology too automated. Large national firms with their own cost-seg staff — you have economies of scale we can't match. Clients with ultra-conservative audit posture who require an on-site PE inspection for every study — our remote-observation methodology is IRS-aligned but not what you'd build for a Tax Court fight.

Run your first study

Already a partner? Log into the portal. Not a partner yet? Reply with one client property and we'll set up your firm's account, run the first study, and refund it if you don't ship the report to your client.

Partner portal login Request a demo