Send the file to SegBasis
Use SegBasis when the client needs a cleaner cost segregation report package and your firm wants a straightforward referral path.
CPA firms / partner with SegBasis
A cleaner cost segregation report partner for CPA firms and tax advisors.
SegBasis helps firms deliver more organized cost segregation report packages with stronger documentation, clearer implementation boundaries, and a workflow that fits inside the existing CPA-client relationship.
Built for firms
Cleaner support, clearer handoff, and easier client explanation
Cleaner support, clearer handoff, and easier client explanation
Flexible workflow
Referral, firm-directed, or private-label / reviewer-assisted delivery
Referral, firm-directed, or private-label / reviewer-assisted delivery
Client-ready format
More organized presentation without blurring tax-return responsibility
More organized presentation without blurring tax-return responsibility
Who this is for
Best fit for firms that want a cleaner backend partner, not a vague black-box output.
SegBasis is a strong fit when your client could benefit from cost segregation, but the file still needs organized support, clearer documentation, and a smoother implementation path.
Typical partner fit
- CPA firms serving real estate investors, STR owners, and rental-property clients
- Tax advisors who want a more reviewable report package
- Firms that want optional private-label or reviewer-assisted delivery
- Practices that want stronger documentation without building the workflow in-house
How firms use SegBasis
Three practical ways to work together
Coordinate directly on the file
SegBasis works around the CPA relationship, requested documentation, and implementation timing so the handoff stays organized.
Use a stronger firm-facing package
For higher-trust or higher-touch files, SegBasis can support a cleaner reviewer package and a more structured delivery path.
Workflow
What the CPA-firm workflow looks like
1. Initial screen
Start with a feasibility snapshot to screen fit, acceleration potential, and documentation quality before a full report is ordered.
2. Scope and documents
Once the file qualifies, SegBasis confirms the right report tier and requests the documents, photos, floorplans, and property facts needed to proceed.
3. Report preparation
SegBasis prepares the report package, schedules, exhibits, and implementation notes around the actual file facts and level of review required.
4. Delivery and follow-up
The finished package is delivered in a cleaner format for client explanation, CPA implementation, and any follow-up review questions.
What firms receive
A more organized package from summary page to implementation notes.
SegBasis is designed to produce a report package that feels easier to understand, easier to review, and easier to move through the CPA-client relationship.
Typical deliverables
- Executive summary and basis framing
- Classification schedules and support references
- Documentation summary and exhibit set
- Implementation notes and review boundaries
- Optional acknowledgement / implementation-review checkpoint page
Simple intro you can send to a client
Short partner-outreach language for accountant referrals.
If you want an easy way to introduce SegBasis without overexplaining the process, use language like this.
Suggested intro:
"I’d like to have SegBasis take an initial look at this property to see whether a cost segregation study appears worthwhile. Their process is built to give us a cleaner report package with better documentation and an easier implementation handoff. You can use this intake link to send the property details and supporting files."
Why firms use SegBasis
Because the weak spot is rarely the idea — it’s the support behind the file.
Cheap instant outputs can leave too much for the CPA to reconstruct. SegBasis aims to reduce that friction with stronger documentation, clearer boundaries, and a more organized final package.
Key advantages
- Cleaner support files instead of vague summary outputs
- Clearer line between report preparation and tax-return implementation
- Better client communication and report presentation
- Escalation path for more complex or reviewer-sensitive files
Best-fit files
Where this workflow is usually most useful
- Short-term rental and residential rental properties with meaningful basis
- Clients buying or improving higher-value residential investment properties
- Files where the CPA wants a cleaner report package before implementation
- Cases where the client needs stronger documentation than a lightweight estimate provides
Important: SegBasis does not replace the client’s CPA or prepare tax returns unless separately engaged for a different scope. Tax-return application, depreciation elections, and filing treatment remain under the CPA / tax advisor relationship.
Next step
Want to see whether a client file is a fit?
Start with the property basics. If the file looks like a fit, SegBasis can recommend the right report tier and the right delivery path for your firm and client.