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Terms & Conditions

Last Updated: April 2026

1. Acceptance of Terms

By accessing or using CostSegX.ai (“CostSegX,” “we,” “us,” or “our”), including creating an account, browsing the Platform, or purchasing a report, you agree to be bound by these Terms and Conditions (“Terms”). If you do not agree, do not use the Platform.

You represent that you are at least 18 years of age and have the legal capacity to enter into these Terms. By checking the acknowledgment box during checkout, you provide your electronic signature consenting to these Terms in accordance with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act) and the California Uniform Electronic Transactions Act (UETA). Your electronic signature has the same legal effect as a handwritten signature.

2. Description of Service

CostSegX is a self-service platform that generates cost segregation analyses for residential rental properties. The Platform provides:

  • Automated property data collection from public sources
  • AI-assisted data enrichment and cost allocation analysis
  • Downloadable cost segregation reports

Scope of Service. The Platform is designed exclusively for residential rental properties of four (4) or fewer dwelling units with a depreciable tax basis not exceeding $1,000,000. The cost allocation methodology, pricing data, and depreciation schedules are calibrated for this property type and scale. Use of the Platform for properties outside this scope — including but not limited to commercial properties, multifamily properties exceeding four units, mixed-use properties, or properties with a depreciable tax basis exceeding $1,000,000 — is outside the intended use of the Platform, and we expressly disclaim all liability for reports generated for out-of-scope properties. The Platform may reject or decline to process properties that exceed these parameters.

IMPORTANT: CostSegX is a technology platform, not an accounting firm, engineering firm, CPA practice, or tax advisory service. Use of the Platform does not create an accountant-client, attorney-client, engineer-client, or any professional-client relationship.

The information and reports generated by the Platform are for informational purposes and are not a substitute for professional tax advice from a qualified CPA, enrolled agent, or tax attorney.

3. User-Provided Data — Your Responsibility

You are solely responsible for the accuracy and completeness of all information you provide to or confirm on the Platform, including but not limited to:

  • Property address and characteristics
  • Purchase price, acquisition date, and depreciable tax basis
  • Building features, finishes, and conditions
  • Rental use type (short-term vs. long-term)
  • Any data suggested by the Platform’s data enrichment features that you review and confirm

The Platform may suggest property data using publicly available sources and artificial intelligence. These suggestions are assistive only. You are required to review, verify, and confirm all suggested data before your report is generated. By confirming the data, you accept sole responsibility for its accuracy, regardless of its source. We explicitly disclaim any liability for errors, omissions, or inaccuracies in information provided or confirmed by users.

Taxpayer Responsibility. You acknowledge that you are the taxpayer of record and bear sole responsibility for all tax positions taken on your federal and state tax returns. The decision to claim any depreciation deduction, including the amount and timing of such deductions, is your decision (or the decision of your tax professional acting on your behalf). CostSegX provides data and analysis to inform that decision but does not make the decision for you.

It is your sole responsibility to review the accuracy of your input and the resulting report, and to consult with a qualified tax professional before filing any tax return based on our analysis.

4. AI-Generated Content Disclaimer

The Platform uses artificial intelligence to analyze property data and generate cost allocations. AI-generated results may contain errors or inaccuracies. You must review all AI-generated data before relying on it.

We do not warrant that the cost segregation analysis or any resulting tax strategies will be accepted by the IRS or any tax authority. Tax outcomes depend on individual circumstances, property details, applicable tax law, and the judgment of tax authorities.

Tax Law Changes. Tax laws, regulations, and IRS guidance are subject to change. Reports are generated based on tax law in effect at the time of generation. We are not obligated to update or revise previously generated reports to reflect subsequent changes in tax law, regulations, or IRS guidance. If tax law changes materially affect the deductions in your report, consult your tax professional.

5. No Tax or Legal Advice

Nothing on this Platform constitutes tax, legal, financial, or engineering advice. The reports generated are software-generated tools to assist you and your tax professional — they are not a replacement for professional judgment.

You should consult with a qualified CPA, enrolled agent, or tax attorney before:

  • Filing a tax return based on our report
  • Claiming depreciation deductions
  • Making any tax elections
  • Responding to any IRS inquiry

IRS Circular 230 Disclosure. To ensure compliance with requirements imposed by the IRS under Circular 230, 31 C.F.R. Part 10, we inform you that any tax-related information contained in the Platform, reports, or any communication from CostSegX: (a) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code; (b) was not written to support the promotion or marketing of any transaction or matter discussed herein; and (c) should not be relied upon for any purpose without the advice of a qualified tax professional who has been provided full details of your individual situation. CostSegX does not practice before the IRS and is not subject to Circular 230.

6. Payment and Pricing

  • The fee for a cost segregation report is displayed at the time of purchase
  • Payment is processed securely by a PCI-compliant third-party payment processor
  • Prices are subject to change; the price at the time of purchase applies to your order

Report Delivery. Upon completion of processing, your report will be made available for download through the Platform and/or delivered to the email address associated with your account. Delivery is deemed complete when the report is made available for download, regardless of whether you actually download it.

7. Refund Policy — All Sales Are Final

7.1 Non-Refundable. All purchases are non-refundable. Once you confirm your purchase and payment is processed, no refunds, credits, or exchanges will be issued for any reason, including but not limited to:

  • Dissatisfaction with the report results or estimated tax savings
  • Changes in your tax situation, property ownership, or financial circumstances
  • Errors in user-provided or user-confirmed data that affect the report outcome
  • Deciding not to use the report or claim the deductions
  • Changes in tax law after the report is generated

Because report processing begins immediately upon purchase confirmation, the cost of generating the report is incurred at the time of purchase and cannot be reversed. You will be asked to confirm this non-refundable policy before completing your purchase.

7.2 Defective Report Remedy. If your report contains a material technical defect attributable solely to a Platform malfunction (e.g., corrupted file, missing report sections, calculation engine failure) — and NOT attributable to user-provided or user-confirmed data — you may request a corrected report by contacting support@costsegx.ai within fourteen (14) days of delivery. We will, at our sole discretion, either (a) regenerate the report at no additional charge, or (b) issue a refund of the purchase price. This is your sole and exclusive remedy for defective reports. Disagreement with the report’s cost allocations, depreciation calculations, or estimated tax savings does not constitute a defect.

8. Audit Support

If the IRS or a state tax authority questions the cost segregation deductions on your tax return, we provide limited audit support under these terms:

  • What we provide: Documentation of the methodology, assumptions, and calculations used in your report. We will provide written materials to assist your tax professional in responding to audit inquiries.
  • What we do NOT provide: We do not represent you before the IRS or any tax authority. We are not your CPA, EA, or attorney. We cannot act as your authorized representative, sign documents on your behalf, or make decisions regarding your tax case.
  • Your tax professional is responsible: Our audit support materials are provided to your chosen tax professional (CPA, EA, or tax attorney), who is responsible for representing you in the audit.
  • Notification requirement: You must notify us within 10 business days of receiving any IRS or state audit notice related to cost segregation deductions from a CostSegX report. Failure to notify us within this period may void audit support.
  • No outcome guarantee: We do not guarantee any specific outcome from the audit support process. We are not liable for any penalties, interest, fines, additional taxes, or any other costs resulting from an audit.
  • Scope limitations: Audit support covers only the cost segregation analysis generated by our Platform. It does not cover other items on your tax return, other tax positions, or issues unrelated to the cost segregation study.
  • Additional costs: If audit support requires work substantially beyond the original report scope (e.g., site inspection, additional engineering analysis), we reserve the right to charge additional fees, which will be communicated to you in advance.
  • Time limitation: Audit support is available for a period of seven (7) years from the date of report delivery. After this period, we have no obligation to provide audit support, though we may do so at our discretion and subject to additional fees.

9. Intellectual Property

  • The Platform, its code, design, data, pricing models, and proprietary methodologies are the exclusive property of CostSegX
  • The reports generated for you are licensed for your personal and professional use only
  • You may share your report with your CPA, tax attorney, or the IRS as needed
  • You may not resell, redistribute, or commercially repurpose our reports or methodology
  • You may not reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code, algorithms, pricing data, or proprietary methodology underlying the Platform
  • You may not use automated means (including bots, scrapers, or unauthorized API calls) to access the Platform
  • You may not create a competing cost segregation product using data, methodologies, or insights obtained from the Platform

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, COSTSEGX SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO:

  • Loss of profits, revenue, or savings
  • Tax penalties, interest, or additional taxes assessed by any authority
  • Costs of substitute services
  • Loss of data
  • Professional fees (CPA, attorney, or enrolled agent fees) arising from reliance on Platform outputs

OUR TOTAL AGGREGATE LIABILITY FOR ANY AND ALL CLAIMS ARISING FROM OR RELATED TO THE PLATFORM OR SERVICES SHALL NOT EXCEED THE AMOUNT YOU PAID FOR THE SPECIFIC REPORT GIVING RISE TO THE CLAIM.

Time Limitation. Any claim arising out of or relating to the Platform or any report must be commenced within one (1) year after the cause of action accrues. This limitation applies regardless of the form of action, whether in contract, tort, strict liability, or otherwise. This provision does not limit the audit support obligations in Section 8, which survive as stated therein.

11. Disclaimer of Warranties

THE PLATFORM AND ALL REPORTS, DATA, AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. WE EXPRESSLY DISCLAIM ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT.

WE DO NOT WARRANT THAT:

  • The Platform will be uninterrupted or error-free
  • The reports will be free of inaccuracies
  • The tax deductions identified will be accepted by any tax authority
  • The estimated tax savings will be realized

12. Indemnification

You agree to indemnify, defend, and hold harmless CostSegX and its officers, directors, employees, contractors, and agents from and against any third-party claims, damages, losses, liabilities, and expenses (including reasonable attorneys’ fees) arising out of or relating to: (a) your breach of these Terms; (b) your provision of inaccurate, incomplete, or misleading data to the Platform; (c) your use of any report in a manner inconsistent with these Terms; or (d) your tax filings, tax elections, or tax positions based in whole or in part on a CostSegX report. This indemnification obligation does not apply to the extent that a claim arises from CostSegX’s gross negligence or willful misconduct.

13. Dispute Resolution — Mandatory Arbitration and Class Action Waiver

13.1 Informal Resolution First. Before initiating any formal dispute resolution, you agree to contact us at support@costsegx.ai and attempt to resolve the dispute informally for at least thirty (30) days.

13.2 Mandatory Binding Arbitration. If we cannot resolve the dispute informally, any dispute, claim, or controversy arising out of or relating to these Terms, the Platform, or any report generated by the Platform — including disputes about the validity, scope, or enforceability of this arbitration clause — shall be resolved exclusively through final and binding arbitration administered by JAMS under its Streamlined Arbitration Rules and Procedures. The arbitration shall take place in Los Angeles County, California, or, at your election, via video conference. The arbitrator’s award shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

13.3 CLASS ACTION WAIVER. YOU AND COSTSEGX AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON’S CLAIMS AND MAY NOT PRESIDE OVER ANY FORM OF REPRESENTATIVE OR CLASS PROCEEDING.

13.4 Exceptions. Either party may bring an individual action in small claims court for disputes within that court’s jurisdictional limits. Either party may seek injunctive relief in any court of competent jurisdiction to protect intellectual property rights.

13.5 Opt-Out Right. You may opt out of this arbitration agreement by sending written notice to support@costsegx.ai within thirty (30) days of your first purchase. If you opt out, Section 14 (Governing Law and Venue) applies.

13.6 Severability of Arbitration. If the class action waiver in Section 13.3 is found unenforceable, then the entirety of this Section 13 shall be null and void, and the dispute shall proceed under Section 14.

14. Governing Law and Venue

These Terms are governed by the laws of the State of California, without regard to conflict of law principles. For any disputes not subject to arbitration under Section 13, exclusive jurisdiction and venue shall lie in the state and federal courts located in Los Angeles County, California. You consent to the personal jurisdiction of such courts.

15. Privacy and Data Handling

Our collection, use, and sharing of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

When you use the Platform, you provide personal information including your name, email address, property addresses, and property characteristics. This data is used solely to generate your cost segregation report and provide audit support as described in Section 8.

The Platform uses artificial intelligence and publicly available data to assist with property data enrichment. You review and confirm all data before your report is generated. By confirming data and proceeding with purchase, you consent to the use of this data in your report.

We use third-party services (including payment processors and data providers) that may process your data pursuant to their own privacy policies. We are not responsible for the privacy practices of third-party services.

We retain your report data and associated property information for a minimum of seven (7) years from the date of report delivery to support potential audit inquiries. You may request deletion of your data subject to our legal retention obligations by contacting support@costsegx.ai.

We do not sell your personal information.

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. To exercise your California privacy rights, contact support@costsegx.ai.

16. Account Security

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must notify us immediately at support@costsegx.ai of any unauthorized use of your account.

17. Service Availability and Force Majeure

We do not guarantee uninterrupted access to the Platform. The Platform may be temporarily unavailable due to maintenance, updates, or circumstances beyond our control.

Neither party shall be liable for any failure or delay in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, pandemic, government action, internet or telecommunications failures, third-party service outages, cyberattacks, power failures, or natural disasters.

18. Modifications

We reserve the right to modify these Terms at any time. Material changes will be communicated via email or notice on the Platform. Continued use of the Platform after changes are posted constitutes acceptance of the revised Terms.

19. General Provisions

19.1 Entire Agreement. These Terms, together with the Privacy Policy and any purchase confirmation, constitute the entire agreement between you and CostSegX with respect to the Platform and supersede all prior or contemporaneous communications, proposals, and representations, whether oral or written.

19.2 Severability. If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction or arbitrator, such provision shall be modified to the minimum extent necessary to make it enforceable, or if modification is not possible, severed from these Terms. The validity and enforceability of the remaining provisions shall not be affected.

19.3 Survival. Sections 3 (User Data Responsibility), 4 (AI Disclaimer), 5 (No Tax or Legal Advice), 7 (Refund Policy), 8 (Audit Support), 9 (Intellectual Property), 10 (Limitation of Liability), 11 (Disclaimer of Warranties), 12 (Indemnification), 13 (Arbitration), 14 (Governing Law), and 15 (Privacy) shall survive termination or expiration of these Terms.

19.4 Waiver. The failure of CostSegX to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.

19.5 Assignment. CostSegX may assign these Terms in connection with a merger, acquisition, or sale of assets. You may not assign your rights under these Terms without our prior written consent.

19.6 Export Compliance. You agree not to use the Platform in violation of any applicable export control laws or economic sanctions, including those administered by the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC).

20. Contact

CostSegX.ai
Email: support@costsegx.ai