Cost Segregation & Tax Planning Opportunities for Your Real Estate Clients
Whether you’re meeting us at the NAEA Tax Summit in New Orleans or connecting afterward, we’re glad to talk.
SegPro helps Enrolled Agents and their clients identify tax-saving opportunities through cost segregation studies and energy tax incentives. We regularly work with rental properties, short-term rentals, multifamily properties, and owner-occupied commercial buildings.
Common Client Opportunities
Many of your real estate clients may have opportunities available to them that aren’t immediately obvious. Whether you’re evaluating a client’s newest investment property or revisiting a long-held asset, we’re happy to help determine if there may be an opportunity worth exploring.
We also provide complimentary estimates so you and your clients can better understand the potential benefit before deciding whether a study makes sense.
- Rental properties
- Short-term rentals
- Multifamily assets
- Owner-occupied commercial
- Recently acquired properties
- 1031 exchange properties
Why Connect with Zack?
Discuss a Client Opportunity
Have a client property you’d like to review? We’re happy to help determine whether there may be a tax-saving opportunity worth exploring.
Get a Second Opinion
We regularly work alongside EAs and CPAs to evaluate properties and identify opportunities that may otherwise be overlooked.
Complimentary Estimate
Before moving forward with a study, we’ll provide an estimate of the potential benefit so you and your client can make an informed decision.
Ready to Talk?
Whether you have a specific client property in mind or simply want to learn more about how cost segregation fits into your tax planning conversations, we’d be happy to connect.
Partner Program
Referral Partner Program
EAs and tax professionals who refer clients to SegPro may be eligible for our referral partner program, including a 10% commission on completed cost segregation studies.
Ask Zack for additional details.
Scan to book with Zack