Concierge Cost Segregation Service for Tax and Financial Professionals

We take all the work and none of the profit helping CPAs and Financial professionals perform accurate and efficient cost segregation through software as a service to help you save time while reducing clients’ tax bills. This keeps more dollars in their business—making you their hero.

Save time. Save money. Be a client hero.

How is this cost segregation study SMART?

Our simple process allows you to maximize efficiency:

  1. Become a SMART Member

  2. Request a cost segregation study

  3. Receive your report

Ready to try it out for yourself? Sign up below for a free 30 day trial.

Why use SMART Cost Seg?

SMART Cost Seg is unique in the cost segregation industry in three distinct ways:

  1. Our reports are entirely based on the IRS tax law and provide the thirteen steps laid out by the IRS for a proper cost segregation study.

  2. The technology we use is less invasive and highly immersive when compared to traditional cost segregation documentation processes. We perform a non-invasive virtual assessment using technologies such as photogrammetry, 4K drone imaging, thermal imaging and 3-D cloud point scanning to drastically increase the contemporaneous documentation of the property. Our ability to send the virtual property to the IRS helps prevent the need for costly onsite visits.

  3. Our founder holds the distinguished accreditation as a Chartered Financial Analyst (CFA). Our background in high finance techniques and strategies makes us the perfect partner to guide you on how to most effectively utilize the cost segregation study, as well as project financing, research and development tax credits, and other monetization techniques.

SMART Cost Seg streamlines the process for you and your clients

SMART Cost Seg uses state-of-the-art technology such as American-made drones to perform a virtual property assessment that can be sent directly to the IRS. This saves you time, reduces client inconvenience and expense, and provides the greatest accuracy to help maximize tax savings. By offering our software as a membership-based, Concierge service, we partner with you to provide expert support to reduce risk and get the right data to your clients, helping you deliver more value.

Noninvasive Evaluations

Expert Support

Easy Reporting