Partner Spotlight · Case Study
Cost segregation software for CPAs, offered with confidence.
See how one CPA firm added cost segregation as an advisory service through the R.E. Cost Seg Partner Program: a platform and specialized team that handle the technical work, without building an internal department.
50 states
Coverage nationwide
- Engineer-led methodology
- IRS-compliant documentation
- Audit support included
- Free proposals for client conversations
01 · The Challenge
Cost segregation is valuable for clients, and hard to deliver in-house.
Many CPA firms serve real estate investors who could benefit from cost segregation. But offering it means engineering expertise, site visits, and defensible technical documentation. The firm needed a way to confidently introduce cost segregation to qualifying clients, while a specialized team handled the technical work behind the scenes.
No in-house engineering
Building technical cost segregation expertise internally is costly and slow.
Client relationships at stake
Any provider must be trusted with the firm's most valuable asset: its clients.
No room for added workload
Expanding advisory services can't add operational burden to the team.
02 · The Solution
A partner program that keeps the CPA at the center.
A straightforward referral workflow: the firm advises, R.E. Cost Seg executes.
- 1
Intro meeting
A 30-minute introductory meeting explains exactly how the program works.
- 2
Simple referral
The firm introduces qualifying clients through a simple 3-step referral process.
- 3
R.E. Cost Seg executes
Proposal, engineering review, project management, documentation, and study delivery, all handled.
- 4
Dedicated support
A dedicated Partner Success team supports the relationship throughout each engagement.
- 5
The firm stays central
The CPA remains the trusted advisor while R.E. Cost Seg manages the specialized work.
03 · The Partner Experience
Confidence and simplicity: the firm advises, we execute.
Confident conversations
Discuss cost segregation with qualifying real estate clients. No engineering degree required.
No internal department
A specialized advisory solution added without new hires or infrastructure.
Client relationship retained
The firm stays at the center while R.E. Cost Seg manages study delivery.
Engineer-led methodology
Every study built on engineering-based methods and IRS-compliant documentation.
Audit support included
Backing is there if questions arise after the study is completed.
Streamlined process
Experienced project management supports clients from proposal through delivery.
Why CPA firms choose R.E. Cost Seg for cost segregation
30 min
Introductory meeting
3 step
Referral process
1
Dedicated Partner Success Manager
1
Sales pod: AM, sales & customer success
50
State coverage nationwide
- Engineer-led methodology
- IRS-compliant documentation
- Audit support included
- Free proposals for client conversations
R.E. Cost Seg was able to do a cost segregation study quickly, without an onsite visit. They used a video call with an onsite employee. It saved me tons of time and money. Nice job!
04 · The Outcome
Cost segregation became a service the firm confidently brings into client conversations.
The firm expanded its advisory offering while keeping its team focused on client strategy and tax planning, backed by a trusted technical partner, a simple referral workflow, and a professional team supporting each study from proposal through delivery.
A partner experience built on trust, technical expertise, and ease of execution.
Questions, answered
Frequently asked questions
Do I need engineering expertise to offer cost segregation?
No. You have confident conversations with qualifying real estate clients. No engineering degree required. R.E. Cost Seg's specialized team handles the engineering review, site work, and technical documentation behind the scenes.
Will I lose the client relationship?
No. The CPA stays at the center as the trusted advisor throughout each engagement. R.E. Cost Seg manages study delivery, so you keep the relationship while a specialized team does the specialized work.
What exactly does R.E. Cost Seg handle?
Proposal, engineering review, project management, documentation, and study delivery: all of it. A dedicated Partner Success team supports the relationship from the first referral through final delivery.
Is audit support included?
Yes. Every study is built on engineering-based methods and IRS-compliant documentation, and backing is there if questions arise after the study is completed.
How does the referral process work?
It starts with a 30-minute introductory meeting that explains how the program works. From there, the firm introduces qualifying clients through a simple 3-step referral process, with no added operational burden on your team.
Where do you operate?
R.E. Cost Seg provides 50-state coverage nationwide, so you can bring cost segregation into conversations with clients wherever their properties are located.
Add cost segregation to your practice without building a department.
A 30-minute introductory meeting explains exactly how the program works. You stay the trusted advisor; we handle the technical work.