Partner With Us
Unlock Massive Tax Savings for Your Real Estate Clients
White-Label Cost Segregation for CPAs & Advisors
Add a high-value tax strategy to your service menu without hiring a team of engineers. We do the calculations; you deliver the savings.
Stop Referring Away Revenue
You have clients with commercial or residential rental properties who are sitting on significant tax savings. Historically, you’ve had two choices:
- Refer them to a third-party vendor (and lose control of the client experience).
- Ignore the strategy because you lack the in-house engineering expertise.
There is a better way.
Partner with us to bring institutional-grade Cost Segregation in-house. We provide the technical engineering analysis required by the IRS, fully white-labeled so you can present it as your firm’s premium service.
Partner with us to bring institutional-grade Cost Segregation in-house. We provide the technical engineering analysis required by the IRS, fully white-labeled so you can present it as your firm’s premium service.
How Our Partnership Works
We bridge the gap between tax accounting and construction engineering.
- Free Feasibility Analysis: Before your client pays a dime, we run a preliminary analysis to estimate their potential tax savings. We give this to you unbranded, so you can present the opportunity to your client with confidence.
- The Engineering Study: Once approved, our specialists perform the detailed study, reclassifying assets into shorter depreciation lives (5, 7, and 15 years) to accelerate depreciation.
- The Deliverable: You receive a comprehensive, audit-ready report branded with your firm's logo (or unbranded), ready to be attached to the tax return.
What We Deliver
We handle the complex engineering; you handle the tax strategy.
- Residential & Commercial Studies: Specialized analysis for everything from Short-Term Rentals (AirBnB) to large commercial complexes.
- Bonus Depreciation Optimization: Maximizing immediate write-offs under current tax laws.
- Look-Back Studies: Catch-up depreciation for properties purchased in prior years (via Form 3115) without amending returns.
- Audit Support: In the rare event of an IRS inquiry regarding our study, we stand behind our numbers and provide full technical support.
"Be the hero who saves your client tens of thousands in taxes, without doing the heavy lifting."
Why Partner With Us?
- Client Retention: There is no better way to cement a client relationship than by handing them a check (in the form of tax savings).
- New Revenue Stream: Stop sending fees out the door. White-labeling allows you to mark up our wholesale fee and capture the value you provide as the strategic advisor.
- Risk-Free Sales Process: Our complimentary pre-analysis means you never have to "sell" a study that doesn't make financial sense. If the numbers don't work, we tell you upfront.
- IRS Compliance: Our studies are engineered-based, fully detailed, and designed to withstand IRS scrutiny.
The Workflow
- Submit Property Details: You send us the address, purchase price, and date placed in service.
- Receive the Estimate: We send you a projected savings range (Benefits Analysis) within 48 hours.
- Client Approval: You present the savings to your client. They give the green light.
- Execution & Delivery: We complete the full study and deliver the final report to you.
Start Offering Cost Segregation Today
Don’t let your clients overpay on taxes for another year. Partner with us to provide specialized engineering tax solutions.