Many CPA firms want to add cost segregation as a repeatable service, but the traditional model is slow, expensive, and client-heavy. Here’s a modern workflow approach.
RentalWriteOff delivers engineering-style rigor in a cost segregation documentation package, typically in 2 business days, with a streamlined intake requiring about 5 minutes of client time. CPAs can submit through our Partner Portal, partnership programs are available, and audit support is included with every report we deliver.
For a full overview of our white-label model for larger firms, see our white-label residential cost segregation page for CPA firms.
Three ways CPA firms operationalize cost segregation
- Referral-style: recommend when clients meet criteria
- Packaged planning: include as part of proactive tax planning
- Firm-wide rollout: systematic review for rental clients
How RentalWriteOff reduces workload
- CPA Portal submission with minimal inputs
- Fast turnaround
- Bonus depreciation applicability included for projections
- Audit support included for confidence
Who to screen in (quick criteria)
- New acquisition with meaningful taxable income
- Furnished rental or STR
- Renovated rental with invoices
- Higher-basis rentals where acceleration materially changes cash flow
Submit through the Partner Portal with a streamlined intake. Reports typically delivered in 2 business days. Audit support included. See our CPA platform page for partnership details and the full workflow overview.