Your firm’s cost seg department. Without the headcount.
Defensible studies and a workflow your team can plug into. We do the engineering, you stay the trusted advisor. Track study status, add new properties, and manage every client engagement from one workspace.
A trusted extension of your team.
The client sees your firm. Not ours.
Optional. Drop your logo, your colors, and a partner-led letter. Every report, schedule, and supporting file delivers with your firm out front — with our engineering and methodology behind it.
2024-MF-0418
Find the studies hiding in your book.
Drop in a client’s fixed-asset or depreciation schedule. Our analyzer scans every property for cost seg eligibility, flags Form 3115 lookback candidates, and models the year-one benefit at the client’s bracket. You walk into the next meeting with a one-page partner-led brief. You bring the strategy. We do the math.
Thirteen sections.
Every one defensible.
Every study lands in your client folder with the same thirteen sections, in the same order. No surprises, no missing appendices, no methodology gaps to clean up before delivery.
Summary of Findings
Headline reclassification results and year-1 depreciation impact. The page a partner reads first.
Cost Segregation Methodology
Engineering-based approach aligned with the IRS Audit Techniques Guide. Every classification call defended in writing.
Schedule of Assets
Full reclassification by §1245 / §1250 property type. Maps directly onto your depreciation schedule.
Certification
Signed report attestation with reviewing engineer, license, and date on the record.
Two ways to work with us.
Pay per study when a client needs one, or set up a partnership with discounts and white-labeling. Start one way — move to the other when volume calls for it.
One-off studies
PAY PER STUDYSend us a property address, get a fixed quote. Pay per engagement, billed on delivery. Use it as needed.
Partnership
RECOMMENDED FOR FIRMSA formal arrangement for firms placing studies regularly. Volume discounts, custom marketing materials, and white-labeling available.
We stand behind every study.
On the record.
Every deliverable comes with a methodology narrative, full evidence file, and a professional signature on the record. If a study is ever challenged, our engineering team responds.
After working with another provider previously, the Segtax difference in quality and partnership was clear.
Not only is the platform strong, but the team behind it operates more like a true partner than a typical software provider. Their pace of development and willingness to collaborate is something I haven’t seen from many companies.
Questions partners ask first.
At the simplest, you email us a property address and we take it from there. Firms that want more structure get a partner portal where you can add properties, track every client engagement, and see exactly where each study is in the process — no need to chase us for updates. Either way, your team won't need training to get started.
Send us an address.
We’ll send back a proposal.
Free feasibility within 24 hours. Three-week turnaround. Co-branded under your firm.