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Free Estimate

For CPAs & tax advisors

The engineering your clients' depreciation schedules are missing.

You know which clients bought property this year. We supply the engineering-based study — component detail, schedules, and §481(a) catch-up figures — and you decide how it lands on the return.

Scope a client propertyTalk it through first

No fee to scope. No contact with your client until you say so.

Deal math

Client example — industrial warehouse

Referred by the client’s CPA · study delivered in 4 weeks

Purchase price
$5,600,000
Reclassified to short-life assets
$1,064,000
Year-one deduction
$1,064,000
Share of basis accelerated19%
5 / 7 / 15-year lives39 or 27.5-year remainder

Estimated tax savings

$393,680on $5.6M

Illustrative example. Actual results depend on your basis, placed-in-service date, and tax position.

What the partnership looks like

Verify at www.cssiservices.com
Stay the advisor of record on every engagement
YouStay the advisor of record on every engagement
Typical turnaround from engagement to report
3–6 wksTypical turnaround from engagement to report
Catch-up detail prepared for your Form 3115
§481(a)Catch-up detail prepared for your Form 3115
Engineering hours added to your firm’s scope
0Engineering hours added to your firm’s scope

Why firms refer

Specialist work, without giving up the relationship

A planning move you can lead with

Bring clients a defensible, engineering-backed strategy at acquisition — or on property they have owned for years — without staffing it internally.

Documentation that survives review

Every classification is supported to IRS Audit Technique Guide standards. You get the report, the schedules, and the component detail behind them.

Your name, your call

Refer openly, co-brand, or stay entirely behind the scenes. Nothing is filed on your client’s behalf, and no advice goes out under your firm’s name without you.

Studies are performed by CSSI — Cost Segregation Services, Inc., an engineering-based firm serving property owners in all 50 states.

Working together

What we need, and what you get back

  1. You send three documents

    Closing statement, current depreciation schedule, and the property address. That is enough to scope the property and quote a flat fee.

  2. We estimate at no cost

    You receive a projected deduction and the fee before anything is signed. If the benefit does not clear the fee, we say so and stop there.

  3. You receive the full package

    The completed study, depreciation schedules, and — for prior-year property — the §481(a) adjustment detail your Form 3115 needs.

What CPAs ask before the first referral

Fair questions about scope, control, and liability.

How does this affect my role with the client?

You stay the advisor of record. We deliver the engineering study and the schedules; you decide how it lands on the return. Nothing is filed on your client’s behalf without you.

What do you need from me?

The closing statement, depreciation schedule, and property address to scope. After that, the engagement runs with the client directly and you receive the finished report and supporting detail.

Do you handle the Form 3115 for prior-year properties?

The study produces the §481(a) adjustment and supporting detail your Form 3115 needs. Most firms prepare the form themselves from that package; we’ll walk through the numbers with you either way.

What’s in it for the firm?

A defensible planning move you can bring to clients proactively, without adding engineering work to your own scope. We’ll structure the relationship however your firm prefers — referral, co-branded, or fully behind the scenes.

Start with one client property

Send a single property to scope. No agreement, no commitment, and no contact with your client unless you ask for it.

  • Flat-fee quotes — never a percentage of savings
  • Look-back studies on property bought in prior years
  • Direct line to a named representative, not a call center

Refer a property

Tell us about the property and how you'd like the engagement handled.

For tax professionals

Bring your clients the study, not another spreadsheet

Scope a property in minutes, or book a call to talk through how the referral relationship would work for your firm.

Scope a client propertyBook a 15-minute call

Prefer to talk it through? (855) 620-2774