Add powerful cost segregation advisory services to your practice with comprehensive support and proven results.
See the firms, platforms, and advisory networks already adding cost segregation to their client offering.
The CSA Partner Program enables accounting firms, wealth management firms, and advisory professionals to deliver advanced real estate tax strategies with confidence, control, and defensibility — all in service of better client outcomes.
By combining deep, niche expertise with proprietary technology and institutional-grade processes, CSA Partners allows advisors to offer sophisticated planning without building internal engineering, modeling, or compliance infrastructure.
The CSA Partners Program enables accounting firms, wealth management firms, and advisory professionals to deliver advanced real estate tax strategies with confidence, control, and defensibility — all in service of better client outcomes.
By combining deep, niche expertise with proprietary technology and institutional-grade processes, CSA Partners allows advisors to offer sophisticated planning without building internal engineering, modeling, or compliance infrastructure.
Partners can engage with CSAÂ in the way that best supports their clients and business model. Partnerships are non-exclusive and flexible, and firms can evolve their model over time.Â
You make the introduction. CSA Partners handles everything else.
Lowest Lift: Best for firms that want to add value without operational involvement.
CSA acts as a specialized extension of your firm.
Collaborative & Visible: Best for firms that want visibility and credibility without internal delivery teams.
CSA Partners operates entirely behind the scenes.
Full Brand Control: Best for firms that want a fully integrated offering.
CSA manages the technical complexity while keeping your firm informed and aligned.
Unlike transactional, volume-driven providers, we offer thorough, IRS-defensible methodologies with institutional-grade quality controls. We provide senior-level oversight and comprehensive documentation, grounded in a rigorous, defensible approach that maximizes allowable benefit. And when it comes to your clients, we maintain clear boundaries — no tax prep, no wealth management, no relationship poaching. Ever.
From day one, you have everything needed to identify opportunities, engage clients, and generate revenue — with ongoing support that scales with your practice.
Learn how to submit leads and track your referrals through the partner dashboard with real-time status updates.
Gain access and use co-branded marketing materials including presentations, one-pagers, and client resources.
Identify ideal clients using real depreciation schedules and spot opportunities in your existing book of business.
Best practices for maximizing commissions and submitting high-quality leads that convert into completed studies.
Details on exclusive partner-only webinars and monthly reporting to keep you informed and competitive.
A preview of the limited-time Quick Start incentive program (only revealed to webinar attendees!)
The difference between firms that refer cost segregation once and firms that build it into their advisory model? A clear roadmap. Download the CSA Partners Guide and get:
Designed for firms that want to add value, not just check a box.
Schedule a conversation to determine the model that best aligns with your firm and your clients.
Get the tax strategies, market updates, and depreciation insights that matter to investors, developers, and CPAs.
Tell us a bit about your firm and how you’d like to work together, and our team will follow up to map out a partnership that fits.
Share your details to access helpful resources and occasional updates.