SmartCostSeg.com

Terms of Service

The rules for using SmartCostSeg.com, written plainly, the way we do everything else.

Last updated: October 2026

Draft: pending attorney review. This document describes how the service works today, but it has not yet been reviewed by an attorney.

1. Who we are and what this covers

SmartCostSeg LLC, a Rhode Island limited liability company (“SmartCostSeg,” “we,” “us”), operates SmartCostSeg.com (the “Service”) and provides flat fee cost segregation studies for investment properties. These Terms of Service govern your use of the website, your account, and the study preparation service. By creating an account or using the Service you agree to these terms and to the Smart Cost Segregation Agreement you accept when you submit a project.

2. The service

We prepare a Cost Segregation Study based on the information and documents you provide through the guided online process: you tell us about your property, upload documentation (settlement statement, photographs, and any inspection or valuation reports), review and accept the agreement, and submit. Most projects are completed within approximately 5 to 7 business days. Certain property types and transactions are routed to our Extended Study service, which carries its own fee quoted before you commit.

3. Pricing

The fee for the core service is quoted with your study when it is ready to view, and no payment is requested before then. It is payable when your completed study is ready. Extended and custom engagements are quoted individually before any payment is requested.

4. Your account

You must be at least 18 years old to create an account or use the Service. You are responsible for your account credentials and for the accuracy of the information you provide, including settlement documents, property details, and photographs. Our work is based on the information you provide, and we are entitled to rely on its accuracy. You may update every profile field, change your email or password, or delete your account at any time from Settings. If you use the Service as a CPA, attorney, agent, or other representative, you confirm you are authorized to act for the property owner.

5. Not tax or legal advice

We do not prepare tax returns or provide legal advice. Please consult your CPA, tax preparer, or attorney regarding the implementation of any Cost Segregation Study. Estimates shown on this site are educational ranges based on the inputs you provide. They are not guarantees, and actual benefits depend on your specific tax situation, including passive-activity rules and state conformity.

6. Deliverables and your Library

Completed studies and related files appear in your account Library. Watermarked draft previews may be provided before final release. Your study is prepared for review by you and your tax advisor; you may share it with them freely. You may not resell or republish the Service itself.

7. Documents you upload

You grant us permission to use the documents and photographs you upload solely to prepare your study and operate the Service. Settlement documents are stored in private, encrypted storage and access is scoped to your account and our preparation staff. See the Privacy Policy for details and retention periods.

8. Refunds and cancellations

If you cancel before analysis of your study begins, you receive a full refund of anything you have paid. Once analysis is underway, fees for work already performed are non-refundable, except at our discretion. If we determine that we cannot complete your study, we refund your payment in full. To cancel or ask about a refund, email team@smartcostseg.com.

9. Limitation of liability

Our liability is limited to the fee paid for the Cost Segregation Study. We are not liable for indirect, incidental, or consequential damages, or for outcomes that depend on your tax situation, your tax preparer’s filings, or information you provided.

10. Termination

You can stop using the Service and delete your account at any time from Settings. Account deletion is permanent. We may suspend or close accounts that abuse the Service, upload malicious content, or violate these terms. Deleting your account also deletes your studies, signed agreements and invoices, so download what you need first, as described in the Privacy Policy.

11. Changes to these terms

We may update these terms as the Service evolves (for example, when online payment launches). The “Last updated” date above will change, and material changes will be flagged in the app. Your continued use after a change means you accept the updated terms.

12. Electronic records and signatures

We provide agreements, studies, invoices and notices electronically. Before you submit a project or sign the agent agreement, you confirm our Consent to Electronic Records and Signatures, which explains what your consent covers, how to ask for a paper copy, how to withdraw your consent, and what you need to open our records. It is printed in full on the Agreement page.

13. Contact

SmartCostSeg LLC. Questions about these terms: team@smartcostseg.com.