CPA White-Label Partner Program

Offer Cost Segregation Under Your Own Brand β€” Starting Today

Use our methodology, technology, and Cost Seg Specialists Inc. backing to deliver professionally reviewed studies to your real estate clients. You set the price. You keep the relationship. We stay invisible.

No cost to join You set your markup Studies backed by 20+ years of expertise All 50 states
15,000+ Studies Completed
20+ Years in Cost Seg
50 States Covered
IRS Audit-Tested Methodology
$0 Cost to Join
How it works for partners

Four steps from client inquiry to billable deliverable

Our streamlined digital process allows most studies to be completed remotely, with additional service levels available for properties requiring greater detail or an on-site inspection.

1

You bring the client

A client asks about cost seg β€” or you proactively pitch it. You enter their property details through your partner portal.

2

We run the study

Our engine applies RSMeans data, Marshall & Swift, and Rev. Proc. 87-56 to produce a fully engineered cost segregation study.

3

You deliver it branded

The finished study is issued under Cost Seg Specialists Inc. and presented through your white-label portal β€” your client sees your brand, not ours.

4

You bill your price

You pay our wholesale rate and charge your client whatever you decide. CPAs typically mark up 2–5Γ— β€” instantly adding a high-margin service line.

The economics

A high-margin service with zero overhead

You don't hire engineers, manage software, or carry any fixed costs. Every study is a pure margin opportunity.

Example: Single-family STR, $485K basis

Your wholesale cost $495
Your client billing (typical markup) $2,500
Client's estimated first-year deduction ~$61,400
Your gross margin on this one study $2,005

Actual savings vary by property. Markup is entirely at your discretion β€” we suggest pricing to reflect the value delivered to your client, not our cost.

Why CPA firms partner with us

Grow your practice, deepen client relationships, and add a revenue line you own

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Your brand, front and center

Reports are delivered under your firm's name. Clients see you as the cost seg expert β€” we stay completely behind the scenes. You own the relationship.

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Expand into a high-demand service

Real estate is the single largest wealth-building category your clients touch. Cost seg is a natural extension of tax advisory that most CPAs refer out β€” until now.

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Set your own price, keep the margin

You pay our wholesale rate and charge your clients whatever you decide. Whether you mark up 2Γ— or 5Γ—, every study is a high-margin deliverable with no incremental labor.

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Backed by 20 years of IRS-tested methodology

Every study is issued under Cost Seg Specialists Inc. Your clients get IRS-supportable, professional-grade reports built on methodology used across 15,000+ completed studies.

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Deliver in days, not weeks

Our streamlined digital process allows most studies to be completed remotely, with additional service levels available for properties requiring greater detail or an on-site inspection.

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Dedicated partner support

You get a real contact β€” not a ticket queue. Questions about a study, a complex property type, or audit support? We're here. You can always put a specialist on a call with your client.

What's included in your partner account

Everything you need to offer cost seg without building anything yourself

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Fully engineered cost segregation studies

Studies built in alignment with IRS standards using RSMeans, Marshall & Swift, and Rev. Proc. 87-56 β€” issued under Cost Seg Specialists Inc.

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White-label client portal

Clients log in and receive their study through a branded experience. Your name, your logo β€” we're invisible.

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Partner dashboard

Manage all client studies, track orders, and download completed reports from one organized dashboard.

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Dedicated partner support

Direct line to a cost seg specialist β€” for complex properties, audit questions, or when a client needs to talk to an expert.

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Client education materials

Pre-built explainers, FAQs, and talking points you can share with clients who are unfamiliar with cost segregation.

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Optional audit support

Add-on audit protection is available for any study β€” protecting your client and giving you peace of mind when you deliver the report.

Two ways to partner

Choose the relationship that fits each referral

Keep cost segregation under your own brand, or refer opportunities directly to our team.

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White-label partner program

Offer cost segregation under your firm’s brand, set your client price, and keep ownership of the relationship while our team and technology power the study.

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Sales affiliate program

Refer real estate clientsβ€”or other CPA firms that could benefit from our servicesβ€”directly to Cost Segregation Specialists instead of delivering the study under your own brand.

Common questions from CPA partners

What advisors ask before they join

Do I need any cost segregation expertise to offer this? +
No. You don't perform the study β€” we do. You bring the client and the property information; our engine and specialists handle the methodology, calculations, and report. We'll walk you through everything before your first study.
Is the study built in alignment with IRS standards if I didn't produce it? +
Yes. Every study is issued under Cost Seg Specialists Inc., a professional cost segregation firm with 20+ years of IRS audit experience. The methodology follows Rev. Proc. 87-56 and uses the same cost data (RSMeans, Marshall & Swift) that engineering firms use on studies 10Γ— the price. You're delivering a professional service β€” just without the overhead of running the firm.
What do I charge my clients? +
Entirely your decision. You pay our wholesale rate per study and can price to your clients however you see fit. Most CPA partners charge $1,500–$3,500 for a residential study β€” a 3–7Γ— markup that still saves the client 60–90% vs. a traditional engineering firm.
What property types and sizes can I offer? +
Residential and commercial, short-term and long-term rentals, in all 50 states. Properties up to a $5M depreciable basis go through our instant platform. Larger or more complex assets can be handled through our Virtual or Fully Engineered tiers β€” your partner account gives you access to the full range.
Is there a volume commitment or monthly fee? +
No. There's no cost to join and no minimum volume. You pay per study as orders come in. Whether you do two studies a year or two a week, the economics work the same way.
What if a client gets audited on a study I delivered? +
Optional audit support is available as an add-on on every study. If your client is audited on a covered study, a Cost Seg Specialists Inc. representative assists with the IRS correspondence. Terms and scope are published up front before you or your client commits.
Will Cost Seg Specialists contact my clients directly? +
Never. We stay invisible. Your client's relationship is with you. We only interact with your clients if you explicitly invite a specialist onto a call or conference β€” always with your knowledge and control.
Become a Partner

Ready to add cost segregation to your practice?

Choose a convenient time to speak with our team. No commitment required β€” we'll walk you through the program and answer any questions before you place your first study.

  • No cost to join
  • No minimum volume or monthly fee
  • You set your own markup
  • You keep the client relationship
  • White-label portal ready within days
  • All 50 states covered

Book your partner consultation