CPA Partner Program

Cost Seg Built for CPA Firms

Deliver client-ready cost segregation reports in under an hour. White-label, IRS-compliant, Form 3115 ready. No engineering hires. No site visits. Your brand, your margin.

Apply for Partner Access Existing Partner Login
20%+
Wholesale Discount
<1 Hour
Report Delivery
30+ Pages
Per Study
$0
Setup Cost

Hear From a CPA Who Uses Our Reports

CPA Reviews Cost Seg Smart Reports

Two Ways to Partner

Start with referrals (zero effort) or go full white-label (maximum margin). Switch anytime.

Easiest to Start

Referral Partner

Just send us the client. We handle everything — sales, delivery, support. You get paid.

Residential study $200
Commercial study $400
Per completed study. Paid monthly.
  • ✓ Zero setup or effort
  • ✓ We handle the client relationship
  • ✓ Unique referral link to share
  • ✓ 5 referrals/mo = $1,000–$2,000
Maximum Margin

White-Label Reseller

Order at wholesale, set your own price, deliver under your brand. You own the client.

Your cost From $495
You charge clients $1,500–$8,000+
20% wholesale discount. You keep 100% of the markup.
  • ✓ Full white-label or co-branded reports
  • ✓ Partner portal & dashboard
  • ✓ Set your own client pricing
  • ✓ 5 studies/mo = $3,500–$36,000+
Create Reseller Account

Most CPAs start with referrals, then upgrade to white-label once they see the client response.

Free Resource for CPAs

Cost Segregation Audit Checklist

15-point verification checklist aligned with IRS ATG (Publication 5653). Use it to evaluate any cost seg study before filing.

No spam. Unsubscribe anytime.

Who This Is Built For

Cost Seg Smart's partner program is designed for firms that want a margin-bearing add-on service without hiring specialists.

✓

CPA firms with clients who own rental or commercial real estate — STRs, SFRs, small multifamily, and smaller commercial properties

✓

Tax advisors looking for a high-value service to offer during tax season and year-round planning

✓

Firms where traditional engineering firms are too expensive — your clients need cost seg but can't justify $5,000–$15,000 studies

✓

Wealth managers and real estate professionals who advise on property acquisitions and want to add tax strategy as a differentiator

No minimums. No volume commitments. No setup fees.

How It Works

Three steps. Full control. Your brand on every report.

1

Apply for Access

Create a free partner account. We'll configure your branded portal, custom URL, and branding preferences within 24 hours.

2

Order for Clients

Submit orders through your portal in under 2 minutes. Set your own client pricing — wholesale starts at 20% off retail.

3

Deliver & Earn

Reports are delivered in under 1 hour. Your clients receive studies under your firm's branding. Track orders and margins from your dashboard.

CPA consulting with a real estate investor about cost segregation tax savings

How It Works in Practice

Three branding options

Every report can carry your firm's name, ours, or both. You choose when you set up your account, and you can change it anytime.

Full White-Label Your firm name only. No mention of us.
Co-Branded Your name + "powered by Cost Seg Smart"
Our Brand We handle everything. You're the referring partner.

Most CPAs choose white-label or co-branded. Conservative firms that want established methodology backing often prefer co-branded.

how cost segregation studies work →

Partner Portal

Submit orders, track delivery status, download PDFs, and see your margin on every study. Orders take about 2 minutes to submit.

See the portal →

Branded Client Links

Each partner gets a custom URL. Your clients order through your link and see your firm's name. Orders flow into your dashboard automatically.

costsegsmart.com/p/your-firm

What Your Clients Receive

40+ page engineering-based studies your clients can hand directly to their tax preparer.

Your Firm Name
Cost Segregation Study
123 Main St, Austin TX

Branded Cover Page

Your firm's name and branding

Cabinets & Countertops$18,400
Electrical (dedicated)$12,200
Plumbing (fixtures)$9,800
Flooring (non-structural)$14,600
Site improvements$22,100

Component Breakdown

IRS asset class citations for every line

CategoryAmount
5-Year Property$67,200
7-Year Property$23,400
15-Year Property$41,800
27.5-Year (remaining)$267,600

Depreciation Schedule

MACRS categories, ready to file

Every study includes: Executive summary, component-level analysis, MACRS classification tables, depreciation schedules, engineering methodology narrative, IRS asset class citations, and supporting calculations.
Download Sample SFR Report Download Sample STR Report

These samples include the CPA review cover letter with signature blocks — exactly what your clients receive in co-branded mode.

CPA reviewing a cost segregation study at their office desk

Your Cost. Your Price. Your Margin.

You pay our wholesale rate. What you charge your clients is entirely up to you.

Your Cost (Wholesale)

Residential Under $1M$795
Residential $1M–$2M$1,195
Residential $2M+$1,295
Multi-Family 5+$1,495+
Commercial$1,495+

If You Charge Clients

Residential Under $1M+$500–$1,500
Residential $1M–$2M+$800–$2,500
Residential $2M++$1,000–$3,000
Multi-Family 5++$1,500–$5,000
Commercial+$2,000–$10,000+
Example: Order a residential study for $795. Charge your client $1,500. That's $705 margin per study — and the client still pays less than traditional firms that charge $3,000+.

A firm placing a handful of studies each month can generate meaningful incremental revenue without adding staff.

Example: 5 studies/month at roughly $250 margin = about $15,000/year.

Real Results From Real Studies

These are actual outcomes from Cost Seg Smart reports delivered to property investors.

Short-Term Rental
$750,000 STR — Scottsdale, AZ
$139,420
accelerated depreciation reclassified
Est. Year 1 tax savings~$50,000
Report cost$795
Condo
$595,000 Condo — Lahaina, HI
$47,200
accelerated depreciation reclassified
Est. Year 1 tax savings~$17,000
Report cost$895
Single-Family Rental
$900,000 SFR — Ojai, CA
$108,500
accelerated depreciation reclassified
Est. Year 1 tax savings~$39,000
Report cost$795

Tax savings estimates assume 36% combined federal + state rate. Individual results vary based on tax situation.

CPA partner discussing accelerated depreciation strategy with a property investor on a call

Built for IRS Scrutiny

Your reputation is on the line. Here's why our methodology holds up.

IRS Audit Techniques Guide Compliant

Every report follows the IRS Cost Segregation Audit Techniques Guide and includes all 13 principal elements the IRS looks for during examination.

  • Engineering-based cost approach using RSMeans construction cost data
  • Component-level analysis with individual IRS asset class citations
  • MACRS recovery period classification (5, 7, 15, 27.5, and 39-year)
  • 100% bonus depreciation applied per current tax law (IRC §168(k))
  • Detailed methodology narrative describing all data sources and procedures
  • Property imagery documentation via satellite, street view, and assessor records

The 13 Principal Elements

Per IRS ATG Chapter 4, every compliant cost seg study should address:

1. Preparation by qualified individual
2. Detailed description of methodology
3. Use of appropriate documentation
4. Law and regulations considered
5. Court cases and IRS rulings applied
6. Identification of property components
7. Determination of asset classifications
8. Use of cost estimating techniques
9. Explanation of legal analysis
10. Reconciliation to total cost
11. Identification of indirect costs
12. Determination of unit costs
13. Supporting documentation
Every Cost Seg Smart report addresses all 13 elements.

CPA-Ready Guarantee

Every report is an engineering-based study following IRS Audit Techniques Guide methodology — not a software estimate. Your clients receive 40+ page CPA-ready PDFs with full MACRS schedules, component-level analysis, and IRS asset class citations.

If your client's CPA requests changes to the report format or documentation, we revise it at no charge. If we can't resolve the issue, full refund.

Your reputation is on the line. We take that seriously.

CPA reviewing a Cost Seg Smart cost segregation report with MACRS depreciation schedules

What CPAs Are Saying

Hear from tax professionals who've added cost segregation to their practice.

Apply for Partner Access

Free to join. We'll set up your branded portal within 24 hours.

cost segregation for short-term rentals →

Create Your Partner Account

Sign up through the portal, choose your branding, and start ordering studies for your clients.

Create Free Partner Account

Questions? Email [email protected]

Who This Is Not For

This program works best for firms with real estate investor clients. If your practice doesn't include property owners, or if your clients' properties are primarily under $200K, the savings typically won't justify a study. We'd rather tell you that upfront than waste your time.

Free: 15-Point Cost Seg Audit Checklist

Aligned with IRS ATG (Publication 5653). Evaluate any study before filing.

No spam. Unsubscribe anytime.

Frequently Asked Questions

Referral: You send us the client, we handle everything, you earn $200 per residential study or $400 per commercial study. Zero effort. Reseller: You order at wholesale through your portal, set your own client pricing, deliver under your brand, and keep the full markup. More work, more margin. Most CPAs start with referrals and upgrade later.
Whatever you want. You pay our wholesale rate (starting at $495 for residential) and set your own client-facing price. Most partners charge $1,200–$2,500 for residential and $3,000–$8,000+ for commercial, which is still well below traditional engineering firms.
Most reports are delivered in under 1 hour. Complex or large commercial properties may take up to 24 hours. You'll get a notification when the report is ready to download or share.
It depends on your firm's positioning. Full white-label is best if you want to present cost seg as your own service. Co-branded works well if you want the credibility of an established engineering methodology behind the report. Cost Seg Smart branded is simplest if you just want to refer clients and earn margin. You can change your branding mode anytime.
No minimums. Order one study or one hundred — the same wholesale pricing applies. Many partners start with a few studies to test the quality, then scale up.
No. We handle the engineering analysis and report generation. You just need to know which clients own investment real estate. The portal handles the rest, and the reports include everything your clients need for filing.
Email us. We provide partner support for any questions about engineering methodology, report contents, or tax documentation. We can also respond to your clients directly if you prefer — under your brand or ours.

Your Clients Already Need Cost Seg.
Now You Can Deliver It.

White-label studies. Your pricing. Your brand. Reports in under 1 hour. We handle the engineering — you deliver the value.

Apply for Partner Access

Have questions? Email us your questions →