Referral partners
Refer the client. We do the engineering.
CPAs, brokers, advisors, and builders send us the property owners in their world. We run the entire engineering-based cost segregation study — your client gets an audit-ready deduction worth five and six figures, and you get the credit for putting it in front of them.
Why partner with us
Your clients win. You look brilliant.
You become the hero
Your client keeps cash they didn't know they were owed — and you're the one who found it for them. That's the kind of introduction they remember.
Zero work on your side
You make the introduction; we take it from there. Estimate, engineering study, documentation, and the CPA-ready report — all handled by our team, end to end.
A rewarding partnership
This isn't a one-off. It's an ongoing relationship that rewards you for every owner you introduce — and grows as your book does.
Audit-ready, every time
Engineering-based reports with the detail and citations your clients' CPAs and the IRS expect. Your reputation is safe in our hands.
Who partners with us
Built for the advisors owners already trust.
If real-estate owners rely on your advice, cost segregation belongs in your toolkit.
How it works
Three steps — and we handle the hard part.
-
1
Introduce a client
Any owner of income-producing real estate — commercial or residential rental. Send them our way or make a warm introduction.
-
2
We run the study
We handle the savings estimate, the engineered reclassification, and the audit-ready report — coordinating directly with your client and their CPA.
-
3
Everyone wins
Your client gets a larger first-year deduction, you're rewarded for the referral, and we do it all again on the next one.
Get started
Become a referral partner.
Tell us a little about you and we'll set up your partnership. No cost, no commitment.