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, for under $800, with about 5 minutes of client time. CPAs can submit through our CPA Portal, partnership programs are available, and audit support is included with every report we deliver.
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
What we need (5-minute intake)
We only need basic property information (property address, property type, placed-in-service date, cost basis/purchase price, and whether the property is furnished), plus any supporting documents the client has available.
CPA Portal intake is even simpler: owner name (individual or LLC), property address, purchase price/cost basis, and date placed in service.
CPA Portal: rentalwriteoff.com/cpa-portal
Supporting documentation (optional, but recommended)
All supporting documents are optional. Providing more documentation improves rigor, documentation depth, and audit defensibility.
Recommended (improves rigor and defensibility)
- Appraisal Report (recommended)
- Closing Disclosure or Settlement Statement
- Renovation Receipts & Invoices
- Property Survey or Site Plan
- Property Photos (interior & exterior) — exclude photos from the rental listing
CPA Portal and partnership programs
RentalWriteOff is built for CPA workflows. CPAs can submit on behalf of clients through our CPA Portal, receive deliverables quickly, and scale cost segregation as part of tax planning through generous partnership programs.
Reports are typically delivered in 2 business days, bonus depreciation applicability is included, and audit support is included with every report we deliver.