CPA review

What a CPA looks for
in a cost-seg report.

If you're a CPA evaluating Cost Seg Smart for the first time, the question is simple: would you sign off on this report and file from it? Below is what an experienced cost-seg-aware CPA looks for during the review.

1. Methodology section

Does the report cite IRS Audit Techniques Guide compliance? industry-standard 2026 construction cost basis? Regional and quality multipliers? Internal technical review & QC? Cost Seg Smart reports include all five.

2. Component breakdown

Does the report identify components down to the line item — appliances, flooring, cabinetry, HVAC, plumbing, electrical, finishes, FF&E, site work — with $/SF cost, quantity, extended cost, and MACRS classification per item? Yes — pages 8-22 of every report.

3. Depreciation schedules

Year-by-year schedules for 5-yr, 7-yr, 15-yr, and 27.5-yr buckets through full recovery, with bonus depreciation toggle clearly noted. Yes — pages 23-30.

4. Land valuation

County assessor cross-check or statistical fallback with reliability score. Premium-land-floor adjustment for high-cost markets. Yes — pages 31-34.

5. QC + sign-off

16-check QC gate result (PASS / REVIEW / FAIL classification), internal technical review & QC, Form 3115 readiness statement. Yes — pages 35-40.

If the math feels off

Reclassification % outside the typical band for the property type? File a request for technical review at support@costsegsmart.com and our reviewer will re-verify within one business day. CPA-Ready Guarantee means we revise free if the report can't be filed; refund if we can't.

Want to private-label?

Partner CPAs get the same engineered PDF under their firm's branding (with a discreet "Powered by Cost Seg Smart" line retained), plus $1,100–$3,500 margin per study. See the partner program page.

For CPA firms

Add cost seg to your practice.

$1,100–$3,500 margin per study · free first study · CPA-Ready Guarantee.