FOR TAX PREPARERS
Cost seg, without the engineering bill.
You advise rental-property clients on tax strategy. Cost segregation has always been one of the highest-leverage moves available, and most of your clients have been priced out of it. CostSegLogic gives you a referral track that changes that — and pays you for sending the work.
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.
THE PITCH
Your clients get a real study. You get paid for the referral. Nobody runs an engagement letter you didn’t want to run.
Send a client the free snapshot during their April call and watch the conversation change. You’re the preparer who showed them the strategy — even though it’s our software doing the engineering. They get the report, federal and state, with the recapture schedule and Form 3115 (when applicable). You incorporate it into their return like any other client-supplied document.
Trust your client can rely on.
Same IRS-aligned methodology used by Big 4 firms and REIT controllers. Defensible without being dense. Ready for your review.
Audit-defensible documentation.
Every line item cites its IRS code section. Every classification logs the rule applied. If a reviewer asks why a particular asset hit a 5-year class, the report answers.
No bookkeeping demands on you.
We don’t pull your client’s books. We don’t ask for your QuickBooks login. The study uses what your client provides directly to us.
Form 3115 included for look-back studies.
Property held a year or more? §481(a) catch-up calculated, Form 3115 drafted and ready for signature. You don’t draft anything.
State-specific schedules.
50-state conformity matrix maintained against current bonus depreciation rules. Your client’s state, their marginal rate, the addback recovery — all handled. If your client base spans states, this is the line that matters.
Recapture transparency.
Plain-English §1245 / §1250 recapture schedule shipped with every study. Your client sees what they’re accelerating and what they’ll owe back if they sell. The conversation you’ve been having on April calls is the one we already wrote.
THE ECONOMICS
A referral track designed for tax practices.
You don’t need a brand investment, a co-branded deliverable, or a partner portal you’ll forget exists. You need attribution that holds up, payouts that show up on time, and the ability to send a client a link without losing them to a competitor’s pipeline. That’s what the referral track is.
- ●Tracked referral link or code per partner.
- ●You’re the preparer who can answer “is cost seg worth it for me?” in five minutes instead of three weeks.
- ●Quarterly reporting on referrals, conversions, earnings.
- ●No minimums, no exclusivity, no lock-in.
- ●White-label upgrade available if you ever want it.
WHAT PARTNERSHIP ACTUALLY BUYS YOU
Be the preparer who can answer in five minutes instead of three weeks.
Your investor clients have been pricing cost seg for years and walking away from $5K firm quotes. Run our free estimate live on a return-prep call and they get a real number from a real methodology — without you billing for the hour. The clients you’ve been telling “cost seg isn’t worth it at your basis” just heard a more useful answer from you.
Specific revenue-share economics live in the partner agreement. The headline value is the client conversation it unlocks.
APPLY TO PARTNER
Refer your first client this week.
Tell us about your practice and roughly how many rental-investor clients you serve. We’ll set up your referral code, send sample copy you can drop into a client email, and walk through how attribution and payouts work.
TAX-PREPARER FAQ
Common questions.
Do I need to be a CPA to refer?
No. The referral track is open to any tax preparer or advisor with rental-property clients. The CPA-Verified tier is available to your clients if they want a licensed CPA review on their study, but you don’t need to be one.
How does attribution work if my client clicks around before upgrading?
Tracked link plus referral code. The link sets a 90-day attribution window; the code can be entered at any point in the upgrade flow. Either path credits you. If a client comes in cold and mentions you on a support conversation, we honor that too.
Can my client get the CPA-Verified tier through me?
Yes — the CPA-Verified tier ($1,199) is fully attributable through the referral track. The licensed CPA review is done by us on our side; the partner share scales with the larger study price as defined in the partner agreement.
What if I want to start branded later?
You can upgrade from referral to white-label any time without re-applying. Same agreement, you just check the white-label option and we set up your firm’s logo on the deliverable. Start referral, migrate later — that’s a supported path.
GET STARTED
Apply to the tax-preparer partner track.
Two-business-day turnaround. No minimums. No exclusivity.