Help property owners unlock missed depreciation — and earn 15% when they order.
Refer real estate clients to Cost Seg Smart. We handle the estimate, engineered study, delivery, and support. Your client gets a CPA-ready cost segregation study; you get paid for making the introduction.
If your clients own real estate, you have referrals to make.
Give clients a defensible study without adding cost-seg production to your team.
Add value after closing and stay in your client's orbit.
Help borrowers improve after-tax cash flow on a new purchase.
Surface a useful tax-planning opportunity for clients who own real estate.
Help clients evaluate depreciation after acquisitions, gifts, or entity planning.
Monetize your investor audience while handing them a practical tax tool.
Turn an owner relationship into added value — and income — at tax time.
Give your short-term-rental clients the depreciation play they're missing.
A referral program built to protect your client relationship.
CPA-ready, IRS ATG-aligned, with audit support included. What you hand off reflects on you — so it's built to hold up.
We handle the estimate, intake, engineering, delivery, and client support. No production work lands on your team.
15% of every referred study that closes — no cap — paid monthly (Net 30) on fees we've actually collected.
Earn on repeat orders from the same client during the attribution window, not just the first study.
15% of every study, no cap — here's what that looks like.
| If your referral orders… | Study fee | Your 15% payout |
|---|---|---|
| Residential study | $895 | $134 |
| Larger residential study | $1,495 | $224 |
| Commercial study | $4,000 | $600 |
| Multi-property / commercial engagement | $10,000 | $1,500 |
| Warehouse engagement | $21,000 | $3,150 |
Illustrative study fees. You earn 15% of what we actually collect, with no per-study cap, paid monthly (Net 30) once the study is paid. Refer a multi-property owner and the 12-month window credits you on their repeat orders too.
Use one of these — copy, paste, send.
"You may want to look into a cost segregation study for this property. Cost Seg Smart can run a quick estimate and prepare a CPA-ready study if the numbers make sense — happy to introduce you."
"We don't prepare cost segregation studies in-house, but I can introduce you to Cost Seg Smart. They prepare CPA-ready reports and can estimate whether a study is worth doing for this property."
Four steps from introduction to payout.
Tell us you're in and we set up your personal referral link (plus a code for email introductions).
Share your link or simply introduce us by email. The owner is tagged to you automatically — nothing to track.
We handle the estimate, the order, the engineered study, delivery, and any audit support — directly with the client.
When the referred study is paid, you earn 15%. We pay out monthly.
Sending steady volume? Let's talk about 20%.
Established partners who commit to ongoing referral volume — advisors, brokers, and firms who send deals consistently — can move to a 20% rate under an Established Partner agreement. If that's you, reach out and we'll set it up.
Talk about Established Partner terms →Prefer to deliver studies under your own brand?
If you'd rather order studies at wholesale, private-label them, and bill your clients yourself (keeping the spread), that's our Partner program — built for CPAs and firms who deliver. Referring is the simpler path: you just make the intro and we pay you.
See the Partner program →Common questions.
How much do I earn?
15% of the study fee we collect on every referral that closes, with no cap. Established partners who commit to ongoing referral volume can move to a 20% rate.
When and how do I get paid?
Monthly, Net 30, once a referred study has been paid and is past its refund window. There's a $50 minimum payout (smaller balances roll forward), paid to the method you designate. You'll provide a W-9 and receive a 1099-NEC if thresholds are met.
What do I actually have to do?
Make the introduction. Share your referral link or email us the owner's name and contact. We handle the sale, the study, delivery, and all client support.
Do I need to be a CPA?
No. The referral program is open to anyone with relevant relationships — real estate investors, agents and brokers, lenders, attorneys, financial advisors, property managers, and operators.
How is this different from the partner (reseller) program?
As a referral partner you simply introduce clients and we pay you a commission. As a reseller partner you order studies at wholesale, deliver them under your own brand, and bill your client directly — keeping the spread. Pick whichever fits how you work.
How long are my referrals credited?
12 months from the client's first order, including any repeat studies they order within that window.
Are there any rules?
Refer new prospects (not someone already working with us), describe what we do truthfully, and don't make tax guarantees on our behalf. The full terms are in our referral agreement, which we'll send when you join.
Make a useful intro. Get paid when we create value.
Drop us a line and we'll set up your personal referral link the same day. Free to join, no commitment.