For partners — CPAs, investors & advisors

Add $1,100–$4,800+ per client without taking on engineering work.

We generate the engineered cost segregation PDF. You validate the inputs against your client's records and file the depreciation schedule into their return — the work only a CPA can do. Bill at market retail. Your margin per study runs $1,100–$4,800+. No sales calls, no engineering staff, and no site visits to run — we handle observation (remote by default; on-site where a property warrants it).

CPA reviewing a Cost Seg Smart study at their office desk before filing with a client's return
What you get

A new revenue line that doesn't break your existing workflow.

$1,100–$4,800+ margin per study

Suggested client fees run $1,500–$6,000+, below what traditional engineering firms charge. We charge wholesale. The spread is your fee for validating the inputs and filing the schedule into your client's return — the work only a CPA can do.

Done in 1–2 business days

We generate the engineered PDF; you review, brand it if you want, and deliver to your client.

No sales calls, no site visits

Your client orders through your branded link. We handle the entire delivery. You stay in your lane.

CPA-Ready Guarantee

If the report has a problem on our side, we correct it free. If we can't, we refund — your reputation is never on the line.

Form 3115 lookback included

Catch up missed depreciation on properties bought 2+ years ago. The §481(a) catch-up is the easiest sale you'll make all year.

How it works

Four steps from sign-up to invoiced.

STEP 1
Sign up

Quick onboarding. We give you a branded ordering link and login to the partner portal.

STEP 2
Send your link to clients

They enter property details. You see every order in your dashboard.

STEP 3
Review the PDF

Engineered report ready in 1–2 business days. Private-label under your firm's brand, or co-brand if you'd like.

STEP 4
Validate, file, and bill

Validate the engine's inputs against your client's records, file the depreciation schedule into their return, and bill market retail. We collect wholesale. The spread is your fee for the validation and filing.

Partner program · by application

Apply for the Partner Guide + wholesale rate sheet

The 8-page guide covers both tracks and carries our full wholesale rate sheet, so we send it to firms we can actually work with rather than posting it publicly. Tell us a little about your practice and a founder will follow up, usually within one business day.

No spam. We use your email to reply to this application and send occasional partner-program updates.

Margin math

Real numbers from a typical SFR engagement.

Property Wholesale Suggested retail Your margin
SFR < $300K $395 $1,500 $1,105
SFR / STR $300K–$700K $715 $1,800 $1,085
SFR / STR $1M–$2M $1,275 $2,500 $1,225
Commercial $1M–$3M $2,635 $5,000 $2,365

Wholesale is what you pay us — a flat 20% below our automated retail, regardless of volume. Suggested retail tracks the market rate for traditional cost seg studies — what your competitors charge. Enterprise pricing available for high-volume firms.

Run your CPA economics

5 clients × your average property → your annual revenue add.

Pick the property mix you'd send through, set your typical client price and study volume, and see what this lays out as monthly recurring margin.

$250K$1M$2M$3M
15101525
Per study
Wholesale (you pay) · 20% off$715
Retail (suggested)$1,800
Your margin$1,085
At 5 studies / year
Annual wholesale cost$3,575
Annual revenue$9,000
Annual margin
$5,425

Wholesale is what you pay us — a flat 20% below our retail, regardless of volume. Suggested retail tracks the market rate for traditional cost seg studies ($1,500–$5,000) — what your competitors charge. The spread is your fee for validating the inputs against your client's records and filing the depreciation schedule into their return — the work only a CPA can do. Enterprise pricing available for high-volume firms.

CPA consulting with a real estate investor about cost segregation tax savings
"My clients are surprised by the speed. They refer additional properties."
— paraphrased from CPA partners onboarded in 2026
FAQ

Common questions.

What does it cost to become a partner?

Nothing upfront and no monthly fee. You pay our wholesale cost on each study you order — a flat 20% below retail, regardless of volume. You set what you charge your client.

Will the PDF have your branding or mine?

Yours, front and center — your firm name and logo lead the report (private-label). Every study carries a discreet "Powered by Cost Seg Smart" line as the engineering attribution, which keeps it audit-credible. Prefer both logos side by side? We can co-brand on request.

Who handles audit support if the IRS questions a study?

We do. Every report includes our audit-defense methodology, and we'll respond to any IRS inquiry on the methodology directly with your client's CPA.

What property types do you support?

Residential (SFR, STR, condo, duplex, triplex, fourplex), small multifamily (5-30 units), and commercial (office, retail, restaurant, industrial, mixed-use). We do not currently handle very large MF (100+ units) or specialty assets like hospitality REITs.

How fast is the typical turnaround?

Engineered PDF delivered in 1–2 business days from order to email. Bonus: most CPAs report their clients are surprised by the speed and refer additional properties.

Not ready for the full program?

Get listed in the CPA directory first.

Free public listing at costsegsmart.com/partners/directory/ — clients browsing for a cost-seg-savvy CPA find you. No commitment, no fee, takes 3 minutes.

Apply to be listed →
Wealth managers & financial advisors

Not a CPA? You can still bring this to your clients.

Advisors are often the first to see a client's real estate. Screen the opportunity, frame it in the client review, and we produce the engineered study (optionally under your brand) for the client's CPA to file. You add value without practicing tax or engineering.

See the wealth-manager program →

Lender or financial platform? See our financial partnerships →

Apply to partner

Ready to add cost seg to your practice?

Email partners@costsegsmart.com with your firm name and number of clients/year. We onboard new partners weekly.

Email partners@costsegsmart.com