For CPAs and advisors
Your client owns the building. You own the relationship and the tax position. We do the engineering work neither of you wants to do in-house.
What we handle
- The engineering-method study: component identification, quantification and classification.
- The report your client files from, with the schedule, citations and methodology written out.
- Form 3115 look-backs on property already owned, so a missed year can be caught up without amending.
- Support for the report if the position is ever examined.
What stays yours
- The client relationship, entirely.
- The tax position. We produce the engineering analysis; you decide how it is used on the return.
- Optional co-branding, if you would rather the deliverable carry your firm's name.
The commercial terms
No fee to refer and no exclusivity. If you would rather your client be billed directly, that is fine; if you would rather bill through your own engagement, that is fine too. We will put whichever one you prefer in writing before any work starts.
To set one up, just reply. Reply to the email that brought you here, or write to hello@costsegsmart.com and say which of your clients owns real estate. We will send the one-page overview and a sample study.
Prefer to talk? (213) 444-2776.
We deliberately do not run a sign-up form on this domain. It is a sending domain for our outbound mail, and we keep form and payment traffic off it.