Partner Program · By Invitation · CPA Firms Only
Add a Tax Strategy Arm to your CPA Firm.
Provide your clients with institutional-grade cost segregation without the overhead — no new hire, no in-house study team, no software stack. Caliber Cost Segregation becomes the cost segregation arm of your firm, delivered under your advisory umbrella.
Partner Benefits
Built for firms that treat tax strategy as a service line, not a side project.
Revenue Sharing & Preferred Partner Incentives
Structured compensation on every client study you originate, with tiered incentives for active firms. Exact structure shared during onboarding.
Multi-Client Dashboard
A single pane of glass across every client study: status, savings, professional assignments, SLA, and revision requests. Scales with your portfolio.
Priority Professional Assignment
Partner firms skip the general queue. Your clients get faster pickup and direct-line access to the Cost Segregation Professional on their study.
Direct Line to Our Professionals
Partner CPAs get a dedicated channel to our Cost Segregation Professionals for complex classifications, Form 3115 strategy calls, and audit defense coordination.
Co-Branded Reports (on request)
Optional co-branding of the final PDF with your firm's name and logo alongside the Cost Segregation Professional's signature. Keeps the client relationship with you.
Audit-Defense Aligned
Every study addresses all 13 elements of the IRS Cost Segregation ATG (Pub 5653). When a client is examined, we stand behind the study — with you.
Process
How partnership works
Application & Fit Review
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.
Onboarding & White-Label Setup
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.
Client Origination & Study Delivery
You identify candidate clients. A CCSS-certified Cost Segregation Professional builds, signs and certifies each study, and The Caliber Engine re-evaluates the finished work so nothing is missed. You stay in the client relationship — we stay in the study seat.
Revenue Share & Portfolio Tracking
Your referred studies pay revenue share on every completed engagement. The partner dashboard tracks lifetime referrals, active studies, and commission status in one view.
Who signs your clients’ studies
Every Caliber Cost Segregation Professional is CCSS-certified by the National Board of Cost Segregation Specialist (NBCSS).
Your firm’s name goes next to this work. Every study is professionally completed and Signed & Certified by a Cost Segregation Professional — it is not a software-only report.
13
IRS ATG quality elements addressed in every study
5 days
Standard turnaround, in business days, after complete intake
9
U.S. Census divisions with regionally adjusted cost reference data
Partner Application
Apply to the Caliber Cost Segregation Partner Program
Tell us about your firm. Our partnerships team reads every application and responds within one business day.
FAQ
Questions CPAs ask first
How does the revenue share work?
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.
Will our clients know Caliber Cost Segregation is involved?
You control the relationship. Reports can be delivered under your firm's branding (co-branded with the Cost Segregation Professional's credentials) or branded directly as Caliber Cost Segregation — whichever fits your engagement model. Most partner firms prefer co-branding.
What if my client gets audited?
We stand behind every study under audit. The Cost Segregation Professional 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.
Can we white-label the deliverable entirely?
Not entirely — every study identifies the Cost Segregation Professional of record who signed and certified it, because who prepared a study is the first thing the IRS Audit Techniques Guide looks at. But the firm's branding, cover page, and presentation are fully customizable for qualifying partners.
What about E&O / professional liability?
Caliber Cost Segregation carries professional liability coverage on the study work. Your firm's coverage handles tax advice to your clients. We coordinate documentation if either is invoked; details covered in the partner agreement.
What clients are a good fit?
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.