For advisors and CPA firms · partner program
Resell cost segregation studies under your own brand.
Create a free partner account and get partner pricing on every study you sell. We build the full study behind the scenes. You keep the client, your brand goes on the report, and we never split fees with you. Log in and explore right away.
What you get
Built for firms that want their name on it.
You bring the client. We build the study. Your firm's brand goes on the cover, you keep the client relationship, and there are no fee splits. Partner pricing and tiers are shared inside your account, once we confirm your firm is a good fit.
Partner pricing on every study
You get a partner rate on every study you sell. Set the price your client pays 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 build the full 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.
You keep the client
Your client pays us directly. We never split fees with you. You stay in charge of the relationship and the return.
Training and courses, coming soon
We are building partner training and courses so you can speak to cost segregation with confidence. Partners get first access.
How it works
Three steps to partner pricing.
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Create your account
Set up your partner account in about a minute. It is free to join. Log in right away and explore a demo study.
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We confirm and activate you
We review every partner by hand and switch you on, usually within a day. You can look around the portal while you wait.
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Start selling at partner pricing
Once you are active, sell studies at partner pricing. We do the study work. You keep the client and your brand on the report.
Create your partner account.
It takes about a minute, and it is free. Creating your account puts your firm in line to partner with us. Log in and explore a demo while we confirm and activate you, usually within a day.
Questions before you start? Talk to us. We read every account and switch partners on by hand.
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 study 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.
Ready to add cost segregation to your firm?
Create your free partner account, log in, and explore. We confirm and activate you, usually within a day.