For CPAs & tax pros

Add $1,100–$3,500 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–$3,500. No sales calls, no site visits, no engineering staff.

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–$3,500 margin per study

Sell at market retail ($1,500–$5,000) — what traditional 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 under 1 hour

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 doesn't meet your standards, we revise 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.

Free first property

Test the workflow on your own portfolio or a friendly client before you put it in front of paying clients.

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 under 1 hour. White-label 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.

Margin math

Real numbers from a typical SFR engagement.

Property Wholesale Suggested retail Your margin
SFR < $300K$396$1,500$1,104
SFR / STR $300K–$700K$636$1,800$1,164
SFR / STR $700K–$1.5M$1,036$2,700$1,664
Commercial / MF $1.5M–$5M$1,516$5,000$3,484

Wholesale is what you pay us — volume-based, typically 10–20% below our automated retail (first study free). 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) · 15% off$761
Retail (suggested)$1,800
Your margin$1,039
Your first study is free — onboard a client at zero cost.
At 5 studies / year
Annual wholesale cost$3,805
Annual revenue$9,000
Annual margin
$5,195

Wholesale is what you pay us — volume-based, typically 10–20% below our retail (first study free). 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. Your first study is free. After that, you pay our wholesale cost on each study you order — volume-based, typically 10–20% below retail (the more you order, the lower your wholesale). You set what you charge your client.

Will the PDF have your branding or mine?

Either. Default is white-labeled (no Cost Seg Smart branding) so your firm name and logo appear on the report. We can also produce a co-branded version 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 under 1 hour 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 →
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 and your first study is free.

Email partners@costsegsmart.com