Orion CostSeg

For CPAs & tax professionals

We never compete with your practice.

You keep the client relationship and the tax return. We do the engineering-based study and hand you a report you can stand behind. Your firm's name can go on both the preliminary estimate and the final study report.

What you receive

  • • White-labeled preliminary estimates and final study reports, branded with your firm's name
  • • A complete, fully documented study report for each engagement
  • • Fixed-fee pricing quoted upfront, before any work begins
  • • Typical turnaround of 15–20 days from receiving property documents
  • • Studies using the detailed engineering cost estimate approach described in the IRS Cost Segregation Audit Techniques Guide, priced with RSMeans construction cost data, and prepared by our in-house cost segregation analysts

Partner signup

What's in the report

  • Summary of reclassified amounts by recovery period (5, 7, 15, and 27.5 or 39 years)

  • Detailed asset schedule

  • Methodology narrative

  • Bonus depreciation eligibility based on the in-service date

  • Form 3115 support for look-back studies on property placed in service in prior years

How partnering works

  1. 1

    Send us the property: purchase price or basis, in-service date, and property type.

  2. 2

    We return a preliminary estimate within one business day, white-labeled if you like.

  3. 3

    Your client engages. We collect documents and complete the study in about 15–20 days.

  4. 4

    You receive the report, ready to apply to the return. We stay available for your questions.

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