Partner With Us
If you work with real estate investors or business owners that own their own their building, you're already talking to people who could benefit from a cost segregation study.
Refer them to us, and we'll take care of the rest — while you earn a commission for every study that closes.
Who This Is For?
Our best partners are the people property owners already trust with their numbers and their properties:
CPAs and tax professionals
Real estate agents and brokers
Property managers
Financial and wealth advisors
Commercial lenders and mortgage brokers
General contractors and real estate attorneys
If your clients own income-producing property, you're in a position to bring them real savings — and get rewarded for it.
How It Works
Our best partners are the people property owners already trust with their numbers and their properties:
Apply
Tell us a bit about your business and the clients you work with. Approval is quick, and there's no cost to join.
Refer
Send us a client who owns qualifying property, using your unique referral link or a quick introduction.
You Get Paid
Once the study closes, you earn a commission. No caps on how many clients you refer.
Why Partner With Us?
Add value without adding work. You bring the introduction; we handle everything else, from the initial estimate through the final audit-ready report.
Strengthen your client relationships. Referring a study that puts real cash back in a client's pocket makes you look good — it's a value-add you can offer at no cost to them.
Get paid for what you're already doing. If you're already talking property and taxes with your clients, this turns those conversations into an additional revenue stream.
Work with a team that won't embarrass you. Every referral gets the same engineering-based, audit-ready methodology and direct communication we provide any client — plus free audit defense if the study is ever questioned.
A dedicated partner contact. You'll have a direct line to our team, not a call center, for questions on any deal in progress.
What Makes a Good Referral?
The strongest fits are property owners with:
Income-producing real estate (rentals, multifamily, short-term rentals, hotels, warehouses, retail, or other commercial property)
Property built or substantially renovated after 1986
A recent purchase, new construction, or a property they've owned for a few years without ever having a cost seg study done
Not sure if a specific client qualifies? Send us the details — we're happy to tell you honestly whether it's worth pursuing.
Apply To Become a Partner
Frequently Asked Questions
Is there a cost to become a partner?
No. Joining the partner program is free, and there's no obligation to refer a minimum number of clients.
How do I get paid?
You earn a commission once a referred client's study is completed and paid for. We'll walk you through the specifics when you apply.
When should I get my cost segregation done?
The best time to complete the study is in the same tax year that the property was purchased or constructed.
Do I need to know anything about cost segregation to refer clients?
No. Your job is the introduction — we handle the analysis, the client communication, and the final report.
What if my client has questions I can't answer?
Loop us in directly. We're glad to jump on a call with your client, or just answer questions through you — whatever keeps the relationship smooth.