For advisors and CPA firms · partner program
Resell engineered cost segregation under your own brand.
Pay one yearly membership. Get partner pricing, up to 50% off, on every study you sell. We do the engineered study behind the scenes. You keep the client and the spread. Apply below and we will book a call.
How the membership works
One yearly fee. Partner pricing all year.
It works like a reseller membership. You pay once a year to join. After that, members get partner pricing, up to 50% off, on every study they sell. Set your own price to your client and keep the difference. We never publish the membership price or the exact discount tiers on the open web. We share those on your call, once we know your firm is a good fit.
Up to 50% off every study
Members get partner pricing on every study they sell. Sell at the rate you choose and keep the spread. The more you sell, the more you make.
Your brand on the cover
Put your firm's logo and letterhead on the report. We do the engineered study behind the scenes. Your clients see your name.
Audit defense in writing
Every study ships with The Audit Defense Pledge in writing. If the IRS asks questions, we draft the response and stand behind the work.
Form 3115 package included
Each study comes with the Form 3115 catch-up package, ready to attach to the return for properties placed in service in a prior year.
Your independence stays clean
Your client pays us directly. We never split fees with you. That keeps a clear line between your return work and our engineered study.
Training and courses, coming soon
We are building partner training and courses so you can speak to cost segregation with confidence. Members get first access.
How to join
Three steps to partner pricing.
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Apply
Fill out the short form below. Tell us about your firm and how many clients could use a study each year.
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We vet and meet
We review every application by hand. If it is a good fit, we book a short call to walk you through partner pricing and answer your questions.
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Join and start selling
Pay your yearly membership, then sell studies at partner pricing. We do the engineered work. You keep the client relationship.
Tell us about your firm.
Fill out the short form and we will reach out to book time with you. We review every application by hand. There is no cost to apply.
Why client-pays-direct matters
Your independence stays clean.
We never split fees with you. Your client pays us directly for the study. That keeps a clear line between your return work and our engineered work, so there is no fee-conflict question on the file. You stay in control of the return. We hand you clean, defensible work to attach to it.
Become a partnerReady to add cost segregation to your firm?
Apply to become a partner. We will book a short call and walk you through partner pricing.