Provide your clients with institutional-grade cost segregation without the overhead — no new hire, no engineering staff, no software stack. CaliberSeg becomes the engineering arm of your firm, delivered under your advisory umbrella.
Partner Benefits
Structured compensation on every client study you originate, with tiered incentives for active firms. Exact structure shared during onboarding.
A single pane of glass across every client study: status, savings, engineer assignments, SLA, and revision requests. Scales with your portfolio.
Partner firms skip the general queue. Your clients get faster engineer pickup and direct-line access to the Specialized Tax Engineer on their study.
Partner CPAs get a dedicated channel to our engineering team for complex classifications, Form 3115 strategy calls, and audit defense coordination.
Optional co-branding of the final PDF with your firm's name and logo alongside the Specialized Tax Engineer's signature. Keeps the client relationship with you.
Every study follows all 13 elements of the IRS Cost Segregation ATG (Pub 5653). When a client is examined, we stand behind the study — with you.
Process
Submit the form below. Our partnerships team reviews every application — we prioritize firms with existing real-estate investor clients. You'll hear back within one business day.
Approved firms get a dedicated partnerships contact, access credentials to the partner dashboard, a custom referral URL for your clients, and optional white-label branding of the final PDF.
You identify candidate clients. The Caliber Engine runs the computational synthesis; a Specialized Tax Engineer validates and signs. You stay in the client relationship — we stay in the engineering seat.
Your referred studies pay revenue share on every completed engagement. The partner dashboard tracks lifetime referrals, active studies, and commission status in one view.
13
IRS ATG quality elements present in every study
5 days
Standard engineering turnaround after complete intake
197
Line-items in our cost reference database (regionally adjusted)
Partner Application
Tell us about your firm. Our partnerships team reads every application and responds within one business day.
FAQ
Partner firms receive structured compensation on every completed study originated by their firm. The exact rate depends on volume tier and engagement type, finalized during onboarding. Payouts are tracked in the partner dashboard and distributed monthly via Stripe Connect.
You control the relationship. Reports can be delivered under your firm's branding (co-branded with the Specialized Tax Engineer's credentials) or branded directly as CaliberSeg — whichever fits your engagement model. Most partner firms prefer co-branding.
We stand behind every study under audit. The Specialized Tax Engineer of record is available for correspondence with the IRS, and our 3-year audit defense add-on is available at client discretion. Partner firms get direct-line coordination on audit matters.
Not entirely — every study must identify the Specialized Tax Engineer of record per IRS ATG standards. But the firm's branding, cover page, and presentation are fully customizable for qualifying partners.
CaliberSeg carries professional liability coverage on the engineering work. Your firm's coverage handles tax advice to your clients. We coordinate documentation if either is invoked; details covered in the partner agreement.
Real-estate-investor clients with property basis above ~$250K generally produce strong ROI. We'll walk through filtering criteria during onboarding and help your team identify the highest-yield opportunities in your book.