For CPAs & tax pros

Add $700–$1,800 per client without taking on engineering work.

We generate the engineered cost segregation PDF. You review, brand it if you want, deliver to your client, and bill at retail. Your margin per study runs $864–$1,864. No sales calls, no site visits, no engineering staff.

What you get

A new revenue line that doesn't break your existing workflow.

$864–$1,864 margin per study

Set your retail price; we charge wholesale. Your margin is yours, paid out as the study sells.

Done in under 1 hour

We generate the engineered PDF; you review, brand it if you want, and deliver to your client.

No sales calls, no site visits

Your client orders through your branded link. We handle the entire delivery. You stay in your lane.

CPA-Ready Guarantee

If the report doesn't meet your standards, we revise free. If we can't, we refund — your reputation is never on the line.

Form 3115 lookback included

Catch up missed depreciation on properties bought 2+ years ago. The §481(a) catch-up is the easiest sale you'll make all year.

Free first property

Test the workflow on your own portfolio or a friendly client before you put it in front of paying clients.

How it works

Four steps from sign-up to invoiced.

STEP 1
Sign up

Quick onboarding. We give you a branded ordering link and login to the partner portal.

STEP 2
Send your link to clients

They enter property details. You see every order in your dashboard.

STEP 3
Review the PDF

Engineered report ready in under 1 hour. White-label or co-brand if you'd like.

STEP 4
Deliver and bill

You set retail. We collect at wholesale. Your margin pays monthly.

Margin math

Real numbers from a typical SFR engagement.

Property Wholesale Suggested retail Your margin
SFR < $300K$396$1,260$864
SFR / STR $300K–$700K$636$1,750$1,114
SFR / STR $700K–$1.5M$1,036$2,500$1,464
Commercial / MF $1.5M–$5M$1,516$3,380$1,864

Wholesale = 20% off retail by default. Custom discount tiers available for high-volume firms.

FAQ

Common questions.

What does it cost to become a partner?

Nothing upfront. Your first study is free. After that, you pay our wholesale cost on each study you order — typically 20% off retail. You set what you charge your client.

Will the PDF have your branding or mine?

Either. Default is white-labeled (no Cost Seg Smart branding) so your firm name and logo appear on the report. We can also produce a co-branded version on request.

Who handles audit support if the IRS questions a study?

We do. Every report includes our audit-defense methodology, and we'll respond to any IRS inquiry on the methodology directly with your client's CPA.

What property types do you support?

Residential (SFR, STR, condo, duplex, triplex, fourplex), small multifamily (5-30 units), and commercial (office, retail, restaurant, industrial, mixed-use). We do not currently handle very large MF (100+ units) or specialty assets like hospitality REITs.

How fast is the typical turnaround?

Engineered PDF delivered in under 1 hour from order to email. Bonus: most CPAs report their clients are surprised by the speed and refer additional properties.

Apply to partner

Ready to add cost seg to your practice?

Email partners@costsegsmart.com with your firm name and number of clients/year. We onboard new partners weekly and your first study is free.

Email partners@costsegsmart.com