PARTNER PROGRAM
Bring cost seg to the people you already serve.
CostSegLogic was built first for the property owner running their own rental. But the people who advise those owners — CPAs, tax preparers, real estate agents, the educators teaching them STR investing — have been asking us to put their name on it. So we built a partner program. Same study, same methodology, your audience.
PICK YOUR TRACK
Four tracks, one program.
Each track has its own pitch, but the underlying payoff is identical: you become the advisor who can answer “is cost seg worth it for me?” in five minutes instead of three weeks. White-label or referral at your option. No minimums.
FOR CPAs
Cost seg, CPA-ready.
Partner-friendly rev share · white-label or referral
Audit-defensible methodology, IRS-aligned citations, ready for your review and signature. Save the diligence hours; keep the trust.
FOR TAX PREPARERS
Cost seg, without the engineering bill.
Partner-friendly rev share · referral
Software-economics pricing means it's worth running for the clients who used to be priced out. You advise; we run the numbers.
FOR REAL ESTATE AGENTS
Cost seg, post-close.
Partner-friendly rev share · referral
Differentiate your buyer relationships with a real, recurring tax win. Simple intro flow, no awkward upsell, no production work.
FOR EDUCATORS
Cost seg, affiliate-friendly.
Partner-friendly rev share · co-branded
For STR coaches, podcasters, newsletters, and YouTube creators teaching their audience to buy and run rentals. Attribution and creatives included.
METHODOLOGY PEDIGREE
Built on cost segregation methodology IRS-blessed since 1997 — the same engineering used by Big 4 firms and REIT controllers for two decades. Used by property owners, including the founder. Trusted by CPAs, tax and real estate professionals.
PROGRAM ECONOMICS
One program. Four audiences. The same payoff: you look smarter to your clients.
The partner program isn’t about a check from us — it’s about being the partner who can show clients the math. Run a free CSL estimate during a client conversation and you look more competent and more useful than the partner who can’t. The mode choice below — referral or white-label — just decides whose logo is on the cover. The value to your clients is the same.
MODE 1 · REFERRAL
Send traffic. Get credit. Stay out of production.
Your audience clicks your link, runs the snapshot, upgrades, and you get a share of every paid study. We handle the deliverable, the support, the tax compliance. You don’t sign anything.
- ●Tracked attribution links and codes for your audience.
- ●Quarterly reporting on referrals, conversions, and earnings.
- ●No minimums, no quotas, no exclusivity.
MODE 2 · WHITE-LABEL
Your logo on the deliverable.
Same study, same methodology, with your firm’s branding on the cover page and the report. Best for CPA firms, tax practices, and educators with a strong brand their audience already trusts.
- ●Co-branded PDF cover and section heads.
- ●Optional partner-portal flow for client onboarding.
- ●You set the client-facing price; we settle on the rev share.
Revenue share — present, but not the headline
Every paid study sourced from your channel pays a partner-friendly share. The specifics — base rate, volume thresholds, upper tier — live in the partner agreement. We’d rather walk you through the real numbers when we sign than advertise headline rates we have to footnote down later. The check is real; it’s just not the reason to partner. The reason to partner is being the advisor who can answer “is cost seg worth it for me?” in five minutes instead of three weeks.
WHAT WE GIVE YOU
Built so partner work doesn’t become a second job.
Co-branded creatives.
Hero images, social posts, email templates, blog snippets. Drop your logo, ship to your audience.
Attribution that holds up.
Tracked links, codes, and a partner dashboard so the credit stays with you across devices and sessions.
Real client-facing support.
Your audience emails us with a question, we answer the same day. You don't get pulled into our support queue.
Honest disclosure language.
FTC-compliant boilerplate for any sponsored content. We help you stay clean with your audience without sounding like a lawyer.
Co-marketing where it makes sense.
Joint webinars, podcast appearances, contributed content. Optional and opt-in. We don't push it on partners who'd rather just collect.
Quarterly check-ins.
What worked, what didn't, what the audience asked for. We adjust creatives and copy with you, not at you.
LET’S TALK
Pick your track and apply.
Each track page has the specific pitch and an apply form. We’ll get back within two business days — usually the same day.