See how CPAs are using this in practice
Most CPAs don't offer cost segregation — and lose $1K+ per client. Traditional firms charge $5K–$10K, so clients can't justify it. At wholesale, you offer it at $1,500–$2,500 and keep the margin.
No engineering work. No site visits. No back-and-forth.
Most partners start with one client to test the workflow.
You set your own pricing. $636 is 20% off $795 retail. No setup fee, no monthly fee.
Three steps. You don't touch the engineering.
Enter the address and purchase price. No site visit needed. No client intake call.
40+ page IRS-aligned report using RSMeans cost data and engineering logic. Delivered in under an hour.
You choose the price. You keep the margin. We don't interact with your client.
You're not adding work — you're adding a revenue line.
See how CPAs are using this in practice
Same $1,364 margin pattern on a typical residential property. Commercial properties scale both sides of the math.
| Studies per month | Your added revenue |
|---|---|
| 2 | $1.7K–$3.7K |
| 5 | $4.3K–$9.3K |
| 10 | $8.6K–$18.6K |
~30 minutes per study (review + delivery). Most partners start with one client to test the workflow.
That's the gap this fills.
We generate the full engineering-based study. You review it before delivering to your client — just like any tax document.
If anything needs adjustment, we revise it at no charge. That's the CPA-Ready Guarantee.
You're reviewing a finished report — not building one.
Read a full report before deciding — this is exactly what your client receives.
Send one property. We'll generate the full report at no cost. You can review it, walk through the outputs, and decide if it fits your practice. No commitment.
First study is on us. No credit card, no contract, no sales call.
We publish reviews on third-party platforms where we can't edit or remove them.
Start with referrals (zero effort) or go full white-label (maximum margin). Switch anytime.
Just send us the client. We handle everything — sales, delivery, support. You get paid.
Order at wholesale, set your own price, deliver under your brand. You own the client.
Most CPAs start with referrals, then upgrade to white-label once they see the client response.
15-point verification checklist aligned with IRS ATG (Publication 5653). Use it to evaluate any cost seg study before filing.
No spam. Unsubscribe anytime.
Cost Seg Smart's partner program is designed for firms that want a margin-bearing add-on service without hiring specialists.
CPA firms with clients who own rental or commercial real estate — STRs, SFRs, small multifamily, and smaller commercial properties
Tax advisors looking for a high-value service to offer during tax season and year-round planning
Firms where traditional engineering firms are too expensive — your clients need cost seg but can't justify $5,000–$15,000 studies
No minimums. No volume commitments. No setup fees.
Every report can carry your firm's name, ours, or both. You choose when you set up your account, and you can change it anytime.
Most CPAs choose white-label or co-branded. Conservative firms that want established methodology backing often prefer co-branded.
Submit orders, track delivery status, download PDFs, and see your margin on every study. Orders take about 2 minutes to submit.
See the portal →Each partner gets a custom URL. Your clients order through your link and see your firm's name. Orders flow into your dashboard automatically.
costsegsmart.com/p/your-firm40+ page engineering-based studies your clients can hand directly to their tax preparer.
Your firm's name and branding
IRS asset class citations for every line
MACRS categories, ready to file
These samples include the CPA review cover letter with signature blocks — exactly what your clients receive in co-branded mode.
These are actual outcomes from Cost Seg Smart reports delivered to property investors.
Tax savings estimates assume 36% combined federal + state rate. Individual results vary based on tax situation.
Your reputation is on the line. Here's why our methodology holds up.
Every report follows the IRS Cost Segregation Audit Techniques Guide and includes all 13 principal elements the IRS looks for during examination.
Per IRS ATG Chapter 4, every compliant cost seg study should address:
Every report is an engineering-based study following IRS Audit Techniques Guide methodology — not a software estimate. Your clients receive 40+ page CPA-ready PDFs with full MACRS schedules, component-level analysis, and IRS asset class citations.
If your client's CPA requests changes to the report format or documentation, we revise it at no charge. If we can't resolve the issue, full refund.
Your reputation is on the line. We take that seriously.
Hear from tax professionals who've added cost segregation to their practice.
Create a partner account and start ordering studies at wholesale today. Free to join, no setup fee.
Sign up through the portal, choose your branding, and start ordering studies for your clients within 24 hours.
Create free partner account →Questions? Email support@costsegsmart.com
This program works best for firms with real estate investor clients. If your practice doesn't include property owners, or if your clients' properties are primarily under $200K, the savings typically won't justify a study. We'd rather tell you that upfront than waste your time.
Aligned with IRS ATG (Publication 5653). Evaluate any study before filing.
No spam. Unsubscribe anytime.
Free first study. No sales call, no contract, no commitment. If the report doesn't meet your standard, you don't use us again.
Start your free study →