For CPAs serving residential rental clients

Cost segregation studies, in your firm's name.
$499. 10 minutes per study. No contracts.

Set up your firm workspace in 3 minutes. Each study takes 10 minutes to run. Branded under your firm — your name, your logo, your client relationship.

Standard report
Your branded report

Every report keeps a "Powered by CostSegX engine" line in the footer for audit defense.

How it works

1

Set up your firm in 3 minutes.

Upload your logo, pick two brand colors, accept a short addendum. That's the whole setup.

2

Run a study.

Enter the property details, get an instant Year 1 deduction estimate, generate the full report. $499 per study. No subscription.

3

Deliver under your brand.

The Excel report goes to your client with your firm's name and logo. CostSegX engine attribution stays in the methodology footer for audit defense — that's the only place we appear.

What's in it for you

  • Keep the engagement in-house. Stop referring rental clients to a $5K cost-seg vendor and watching them drift away. Run the study yourself for $499; charge what your firm normally charges for engineering analysis.
  • Audit-defensible, consistent with IRS Pub. 5653 methodology. Every report follows engineering-based detailed cost-estimate methodology aligned with IRS Publication 5653. Engine version is stamped on every report so any prior study can be reproduced exactly.
  • No software lock-in. $499 per study, pay only when you deliver one. No monthly fee. No per-seat license. No annual contract.

Your first study is free — run it on a real client property, no credit card required.

22-28%

Typical basis reclassification on residential 1-4 unit rentals

Detailed engineering cost-estimate methodology per IRS Pub. 5653, using RCNLD component-level allocation. Reconciled to Marshall & Swift unit costs.

See an actual report your clients would receive

Anonymized cost segregation report for a $420k Austin rental. Walk the methodology line by line. No email required.

Download sample report (PDF)

CPA FAQ

Yes. The engine produces a reconciled RCNLD study with engineering-based component classification, Marshall & Swift unit cost sourcing, and IRS Publication 5653 citations on every line item. All 13 principal elements as described in the Cost Segregation Audit Techniques Guide are addressed in the deliverable. The Methodology sheet in every report documents which element each section satisfies.

Every report includes the Form 3115 package for a DCN 7 automatic method change under Rev. Proc. 2015-13 (automatic consent, no user fee, no IRS approval required). The §481(a) catch-up worksheet calculates the full prior-year adjustment, taken entirely in the year of change if the adjustment is positive, or over four years if negative. No amended returns.

The report generates a §1245 recapture schedule showing ordinary-income recapture on the reclassified personal property and land improvements at sale. §1250 structural components remain subject to unrecaptured §1250 gain (capped at 25%). Clients and their CPAs should model the deferral benefit against expected hold period and expected exit tax rates — the report includes a basic NPV framework for this.

Generated losses are passive unless the taxpayer qualifies as a real estate professional under §469(c)(7) or meets the short-term rental exception via material participation. The report does not determine §469 classification — that is the CPA's analysis. The report shows the raw depreciation acceleration; how the losses are used is a taxpayer-level determination you make on the return.

Yes — branded reports are live today. Reports ship with your firm name and logo prominently positioned; "CostSegX engine" attribution stays only in the methodology footer (audit-defense, contractual per the Service Provider Addendum §3.2 — non-removable). Available at no additional cost when you set up your firm workspace.

CostSegX serves residential rental properties with 4 or fewer units and a depreciable basis under $1 million. Commercial, 5+ unit multifamily, mixed-use, ground-up construction, and properties above the basis cap are out of scope. We can refer those to a full-service engineering firm.

Set up your firm in 3 minutes.

No subscription. No contracts. Pay $499 per study, only when you deliver one.

Set up your firm — 3 minutes

Want us to run a free evaluation study first? Request one →

Not a CPA? We partner with real estate agents, property managers, attorneys, escrow companies, mortgage brokers, 1031 intermediaries, investor groups, and STR managers. See our universal partner program →

CostSegX is a software tool, not a CPA firm — we do not provide tax advice. Scope: residential 1-4 unit rentals, depreciable basis under $1M.