CPA & Tax Advisor Partner Program
Cost Segregation for CPAs & Tax Advisors
Refer clients and earn referral fees on every completed study. Or co-brand audit-defensible, engineering-based reports under your firm — fast turnaround, IRS ATG-compliant, priced to make the economics work for your practice.
Everything your practice needs to offer cost seg
From a simple referral arrangement to a fully co-branded service line — designed for the way CPA firms actually work.
Referral fees on every study
Earn a fee each time a referred client completes a study — no contract minimums, no complex billing. Refer one or fifty.
White-label / co-branded reports
Your firm name and logo on every exhibit. Clients see your brand delivering a professional, engineering-based product.
Audit-defensible, IRS ATG-compliant
Built to the IRS Cost Segregation Audit Techniques Guide with component-level asset lists, recovery period citations, and a full workpaper file.
Fast turnaround — days, not weeks
AI-assisted engineering returns studies in days, not 6–8 weeks — so you can offer cost seg at year-end without turning away clients.
Volume & partner pricing
Referral volume tiers kick in at three studies per year. The more clients you send, the better the economics for everyone.
New service line revenue
Cost seg is a high-value advisory service. Adding it to your practice deepens client relationships and creates a recurring revenue stream.
Audit-defensible methodology your clients can rely on
Cost segregation studies only help your clients if they hold up under IRS scrutiny. Our studies are built component-by-component against the IRS Cost Segregation Audit Techniques Guide — the same reference IRS examiners use when reviewing a study.
Each finished study includes a component-level asset register with IRS recovery period citations, a supporting workpaper file, and reconciliation to the client's construction or acquisition cost basis. The output format mirrors what traditional engineering firms produce at a fraction of the cost.
Our dual-review process runs AI-assisted asset classification against ATG benchmark ranges — flagging any component that falls outside IRS-expected thresholds before the study is finalized. You are not handing your client a spreadsheet estimate; you are handing them a defensible engineering study.
IRS ATG compliance
Every recovery period assignment cites the applicable ATG section and Rev. Proc. 87-57 table.
Component-level asset list
Each cost component identified, described, and assigned — not aggregated into buckets.
Full workpaper file
Source documents, extraction notes, and classification rationale retained for audit response.
Benchmark QA gate
Bucket percentages checked against IRS-expected ranges by property type before delivery.
Co-branded PDF delivery
Eight-exhibit report in your firm's name, ready to hand to the client or attach to the return.
Typical reclassification ranges by property type
Use these IRS ATG-derived benchmarks when advising clients on potential savings. Actual results depend on construction type, finishes, and cost basis composition.
| Property type | 5-year % | 15-year % | Total accelerated |
|---|---|---|---|
| Self-Storage | 15–25% | 15–25% | 30–45% |
| Multifamily / BTR | 16–22% | 12–19% | 28–38% |
| Mixed-Use Commercial | 10–18% | 10–20% | 20–35% |
| Net Lease Retail | 8–15% | 8–18% | 16–30% |
Ranges derived from IRS ATG benchmark guidance and completed study data. Not a guarantee of results.
How the partner program works
Three engagement models — choose the one that fits your practice.
Simple referral
Identify a client who owns eligible commercial or residential investment property. Introduce us. We handle the entire study. You receive a referral fee when the study closes — no contract, no billing relationship to manage.
Co-branded service
We produce the study; it arrives as a fully co-branded PDF under your firm name and logo. Your client sees your firm delivering a professional, engineering-based cost segregation study. Ideal for practices that want to add cost seg as a named service.
Volume partner
Refer three or more studies per year and unlock volume pricing tiers and a dedicated account manager. Suitable for CPA firms and wealth managers with a consistent pipeline of commercial real estate clients.
Partner program FAQ
How does the referral program work?
Refer a client whose study is completed and you earn a referral fee — no engagement overhead, no separate billing relationship to manage. You introduce us, we deliver the study, and you receive your fee at closing. Contact us to discuss current referral rates for your expected volume.
Can the reports be co-branded under my firm?
Yes. Our white-label option produces fully co-branded PDF reports — your firm name, logo, and contact details appear on every exhibit. Clients see your firm delivering a professional, engineering-based study. Underlying methodology and IRS compliance are unchanged.
Are the studies truly audit-defensible?
Every study is built to the IRS Cost Segregation Audit Techniques Guide (ATG), with component-level asset lists, IRS recovery period citations, and a full supporting workpaper file. We classify assets using a dual-review process — AI-assisted identification checked against IRS ATG benchmarks — so the finished product stands up to IRS scrutiny.
What asset types and deal sizes do you cover?
We cover self-storage, multifamily, build-to-rent communities, mixed-use commercial, and net lease retail — typically $3M–$50M depreciable basis. Studies typically reclassify 30–45% of a self-storage basis and 15–25% of a multifamily basis into 5- and 15-year property.
How fast is turnaround?
Most studies are returned in days from document submission — not 6–8 weeks. That speed matters when your client is preparing a return or evaluating a deal at year-end.
What does the partner program cost, and is there a volume discount?
Studies start at $4,000–$14,000 per property — about 80% below traditional engineering firms. Partner accounts qualify for volume pricing tiers once you refer three or more studies per year. Reach out and we will provide a tailored partner rate sheet.
Ready to add cost seg to your practice?
Refer clients and earn referral fees, or launch a co-branded cost segregation service line — IRS ATG-compliant studies delivered in days at partner pricing.