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Partner Program

Add cost segregation to your practice — without an engineer on staff.

Your clients own property. Many of them are leaving serious first-year tax savings on the table — and the study that unlocks it takes an engineering team you don't need to hire. We are that team, working quietly behind your practice. You add a high-value service, open a new revenue line, and your client never leaves your care.

Why firms partner with us

The specialty service your clients need — delivered under your name.

01

No engineers to hire

Cost segregation requires an engineering-based study to stand up to the IRS. Building that capability in-house is a team you'll never fully utilize. We are that team, on call — you offer the service the day you partner with us.

02

Your client stays yours

This is white-label by design. The work is delivered under your practice, on your timeline, as part of the relationship you already own. We don't market to your clients. We don't compete for them. We make you look like the expert — because to them, you are.

03

A real revenue line

A specialty service that can save a client tens of thousands in year one is a service worth offering — and there's margin in it for your firm on every engagement. We'll walk you through exactly how that works, privately, once we know your practice.

Who this is for

Built for the professionals your clients already trust.

If you advise people who own investment property, commercial buildings, or short-term rentals, some of them are candidates for cost segregation right now — and you're the person they'll ask first.

  • CPAs & tax advisors — add a specialty service without adding headcount, and keep your clients from wandering to a firm that offers it.
  • Property managers — a genuine value-add for the owners in your portfolio, and a reason to be more than a manager.
  • Real estate professionals — give buyers a first-year tax strategy that makes the numbers on a property work harder.
  • Wealth advisors — a defensible, engineering-based lever for clients with real estate on the balance sheet.
How it works

Simple for you. Rigorous behind the scenes.

01

You spot the opportunity

A client owns qualifying property. You flag it — and we run a free, no-obligation feasibility estimate so you can show them the likely numbers before anyone commits a dollar.

02

We do the engineering

Our team produces the full engineering-based study — IRS-defensible, documented to the standard the audit techniques guide expects, and delivered on your timeline under your practice.

03

You deliver the win

Your client gets the savings, you get the credit and the revenue, and we stay in the background — including full audit support at no extra charge if the return is ever examined.

Why Apex behind you

The people you'd want doing the work you're putting your name on.

Engineering-based, audit-ready. Every study is built to the IRS's own cost segregation standards, not a spreadsheet shortcut.
Audit support included. If the IRS asks questions, we answer them — working alongside you and your client, at no additional charge.
Our own software. We built our study platform in-house, so turnaround is fast and the output is consistent every time.
We never break cover. Your client relationship is the point. We protect it like it's ours, because your trust is the whole partnership.
Partner with us

See if you qualify.

We partner with a limited number of firms in each market, so we keep it selective. Tell us a little about your practice and we'll set up a short call to walk through how the partnership — and the economics — would work for you.

No obligation, and nothing shared with your clients. Just a conversation between professionals.

Request an introduction

We reply within one business day. Your information is never shared or sold.