Frequently Asked Questions

The virtual inspection is an essential part of the Fully Engineered Study, designed to be both thorough and convenient. It is conducted over a video call (via platforms such as Google Meet or Zoom) and typically lasts 30–60 minutes, depending on the property’s size.

During the session, a person with property access — such as a property manager, tenant, or contractor — uses a smartphone to guide our Site Visit Specialist through the property. The specialist provides step-by-step instructions to ensure all necessary areas and components are properly documented.

For those who prefer an in-person visit, we also offer an on-site inspection option starting at $600, depending on the property's size and complexity.

The documentation requirements for a cost segregation study are straightforward. Essential documents include your closing statement or HUD-1 settlement statement, any existing depreciation schedule, and a cost ledger for capital improvements in spreadsheet format.

While not required, several documents can be helpful if available, including property appraisals, floor plans or architectural drawings, photos of the property. You don't need to provide individual receipts, though you should keep them for backup purposes.

There are two study options based on property characteristics. The Rapid Report (starting at $950) suits properties with depreciable basis under $800K, capital improvements under $50K, and residential properties under 3,500 sq ft—ideal for single-family homes, condos, and small multifamily. It uses a detailed questionnaire instead of inspection, with 5-10 business day turnaround.

The Fully Engineered Study (from $2,800) is required for properties exceeding these limits, all commercial properties regardless of size, and renovations over $50K. It includes virtual or on-site inspection with detailed component analysis and takes 15-20 business days. The key difference is methodology: Rapid Report uses software-based questionnaire analysis while Fully Engineered includes comprehensive site inspection, document review, and detailed engineering analysis. Both are IRS-compliant with full audit protection.

No minimum requirements exist. We welcome all professionals to our program, whether you're a solo CPA or a large firm seeking to white-label cost segregation studies under your brand.

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• Depreciation Calculator: An embeddable calculator for your website that enables potential clients to instantly estimate their tax savings. All leads generated through the calculator are automatically tracked via your unique referral link and credited to your account.
• Partner Portal: A comprehensive dashboard where you can submit and track leads, view performance metrics including revenue and commissions, and access marketing resources.
• Case Study Library: An extensive collection of case studies spanning various asset classes, demonstrating the impact of cost segregation with real-world examples you can share with clients.
• Dedicated Support: Each partner receives personalized support from a dedicated account manager who specializes in cost segregation to assist with any questions you or your clients may have.

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Both partnership paths feature comprehensive dashboards and interfaces that allow you to track referrals, payments, studies, and more in real-time.

No, our partner program is completely free to join and maintain.

Partner payments are issued 30 days after the study has been delivered and paid for by the client.