CPAs, agents, lenders, property managers, attorneys, and investor groups earn referral income every time a client completes a cost segregation study. No engineering knowledge required. No risk to your clients.
Become a PartnerWhat you get for $499 — and what traditional firms charge for each piece.
Get your report the same day you start. No site visit. No 4–8 week wait for a consultant.
Component-level MACRS schedules built on engineering-based methodology consistent with IRS Publication 5653. Includes §1245 recapture and state conformity warnings (CA, NY, NJ).
A 10-minute guided form. AI auto-fills 30+ property fields from public records. Built for investors, not for CPAs.
One price covers everything: site visit, Form 3115 catch-up worksheet, recapture schedules. Free corrections for 14 days. No rush fees, no revision fees, no add-ons.
Side-by-Side
| What you pay for | CostSegX | Traditional CPA firm |
|---|---|---|
| Total cost | $499 flat | $5,000–$15,000 |
| Delivery time | Same day | 4–8 weeks |
| Revisions | Free, 14 days | $200–$500 each |
| Site visit fee | Included | $500–$2,000 |
| Rush fees | None | $500–$2,000 |
| Form 3115 (look-back) | Included | Often extra |
| State conformity warnings | Auto | Manual / sometimes omitted |
| §1245 recapture schedule | Included | Often extra |
Traditional-firm pricing reflects market rates for residential 1–4 unit cost segregation studies and varies by firm and property complexity. CostSegX serves residential 1–4 unit rentals up to $1M depreciable basis.
Anyone who touches rental property owners can refer clients and earn revenue.
Sign up in 60 seconds. Get a unique referral link that tracks every client you send.
Your client visits costsegx.ai through your link. Our AI pre-fills their property data. The full study takes about 10 minutes.
Every completed study earns you a referral fee. Track clicks, conversions, and payouts in your partner dashboard.
Every partner type has a unique value prop. Find yours.
White-label cost segregation studies you deliver under your firm's name. $499 per study, no subscription. Engineering-based methodology consistent with IRS Pub. 5653.
Branded reports with your firm name and logo. Expand your service offering without hiring engineers. Revenue share available — terms case-by-case.
Clients with residential rental properties (1-4 units, under $1M basis) — especially those both acquired AND placed in service on or after 1/19/2025 for 100% OBBBA bonus, or any prior acquisition via Form 3115 look-back.
A concrete tax savings estimate that helps buyers see the true ROI on investment properties.
Post-close value that keeps you top-of-mind. A differentiator that positions you as the "investor-savvy agent."
Investor buyers purchasing 1-4 unit rentals.
A tax savings tool that reduces your clients' tax burden — stickiness that prevents client churn.
Additional revenue stream. The PM who saves a landlord $30K in taxes doesn't get fired at contract renewal.
Landlords with properties purchased in the last 5 years.
Tax efficiency tools for your LPs on individually held properties.
Differentiation in deal marketing. Deeper LP relationships beyond distributions.
LPs holding residential rentals outside the fund.
High-value add-on at close — the buyer just acquired the property, it's the perfect trigger.
Relationship stickiness with repeat investor buyers. Revenue on every investor closing.
Investment property closings.
Comprehensive tax savings tool you can confidently refer without liability.
Zero risk — you're referring to a software platform, not providing tax advice. Service clients more comprehensively.
Clients purchasing or holding rental properties.
Show improved cash-on-cash returns after cost segregation — helps close investor refis.
A conversation starter that unlocks deals that otherwise wouldn't pencil.
Investor refinances and purchase loans.
The natural next step after acquiring a replacement property — cost segregation maximizes the tax benefit.
Differentiation in a commoditized QI market. Near-automatic referral conversion given the timing.
Every replacement property acquisition.
Tax efficiency is part of full-service management. "We maximize occupancy AND tax savings."
Differentiation vs DIY management. Revenue share. Client retention.
Every STR property in your portfolio.
Download a complete anonymized cost segregation report. Review the methodology, component-level classification, and MACRS depreciation schedules.
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