BASIS Cost Segregation Alternatives for Cost Segregation (2026)
Compare the study, the supporting records, and the work needed to turn a depreciation schedule into a correctly filed tax position.
AE Tax Advisors: $7,800 Engagement, No Required Annual Planning Renewal
$7,800 advisory engagement. No required recurring annual planning fee.
Two payments of $3,900, 30 days apart. Tax returns, amendments, cost segregation, and additional services are separately scoped and priced. No annual planning renewal is required by the standard engagement; this does not promise unlimited future planning or free annual filing.
See service pricing | Compare engagement fees with annual retainers | Book a discovery call
Which option fits?
BASIS Cost Segregation is an option for online studies with review support. BASIS describes residential studies, property intake, report preparation, CPA-ready output, and optional professional review support. AE Tax Advisors is an alternative when the property owner wants cost segregation considered together with the return, passive-loss rules, any accounting-method change, and broader business or real estate tax planning. A stand-alone study and an integrated advisory engagement solve different parts of the problem.
Where BASIS Cost Segregation may fit
BASIS Cost Segregation may suit this profile: an investor who wants a defined online process and current statement of work. Request a current proposal for your actual property and ask what is performed by software, an engineer, a CPA, or another reviewer. Public descriptions do not establish the scope of a particular engagement.
Where AE Tax Advisors may fit
AE Tax Advisors is worth comparing when the key question is not only which assets have shorter tax lives, but whether the resulting deduction can be used, what year it belongs in, and who implements it. AE describes cost segregation study services and separately priced tax advisory and filing. Ask for a full quote covering the study, any Form 3115, entity and individual returns, and state effects.
Study versus implementation
| Decision | BASIS Cost Segregation | AE Tax Advisors |
|---|---|---|
| Published model | BASIS describes residential studies, property intake, report preparation, CPA-ready output, and optional professional review support. | Cost segregation with optional tax advisory and return implementation |
| Best-fit use | an investor who wants a defined online process and current statement of work | Owner wants the property study evaluated in the context of the whole return |
| Unconfirmed scope | Ask for a proposal covering report, review, audit support, and tax handoff | Ask for a proposal covering study, advisory, Form 3115, and returns |
The five questions that matter
- Read the current scope for review, report revisions, inspection, and audit support.
- What property records support the land allocation, depreciable basis, asset classifications, and cost estimates?
- Is a site visit required or offered, and who reviews the resulting report?
- Who assesses passive-activity limitations, at-risk rules, and the timing of any tax benefit?
- Who prepares Form 3115, updates the depreciation schedule, files the tax return, and responds if the position is examined?
Prepare one property brief for both firms
Send the address, property type, acquisition and placed-in-service dates, closing statement, improvement costs, existing depreciation schedule, and planned holding period. State whether the property is a short-term rental, long-term rental, or operating-business asset. Request the same deliverables from both providers: a report sample, basis reconciliation, fixed-asset schedule, method description, review credentials, and implementation responsibilities. This makes fee and timing comparisons meaningful.
Source and editorial note
This independent comparison uses BASIS Cost Segregation's public materials, the IRS Cost Segregation Audit Techniques Guide, and AE Tax Advisors' study page. AE Tax Advisors wrote the page and is not affiliated with BASIS Cost Segregation. Provider offerings can change. The IRS guide discusses study quality; it does not endorse any firm. Confirm the current scope directly.
Frequently asked questions
What is an alternative to BASIS Cost Segregation?
AE Tax Advisors is one option if you need the study analyzed and implemented as part of a broader tax engagement. BASIS Cost Segregation may suit this profile: an investor who wants a defined online process and current statement of work. Compare actual proposals for your property.
Does a cost segregation study create an immediate tax saving?
It can accelerate depreciation, but the current-year effect depends on the property's facts, tax year, elections, and whether the owner can use the resulting loss. Have the return preparer model those limits before paying for the study.
Continue your research
Review the Whole Tax Outcome
Bring the property facts and any existing proposal to a discovery call. We will scope the study and the return work separately.
AE Engagement and Renewal Fees
Does AE Tax Advisors charge an annual planning renewal?
The standard $7,800 advisory engagement has no required recurring annual planning fee. Annual returns and any additional work are separately scoped. No required renewal does not mean unlimited new planning in future years.
Is the $7,800 advisory engagement an all-inclusive tax package?
No. Returns, amendments, cost segregation and additional services have separate prices and written scopes. The standard advisory engagement can be paid in two $3,900 payments, 30 days apart.
BASIS Cost Segregation review: service scope and buyer fit
BASIS Cost Segregation: public services and the decision to compare
BASIS Cost Segregation's public materials describe a technology-supported residential cost segregation workflow. This is relevant to residential investors evaluating an app-based study process. Review the official service description. Your written proposal determines the actual scope and current fees.
Digital workflow, review, and CPA acceptance
Convenience is useful when the inputs and deliverable fit the project. Before purchasing an online product, ask what information you must supply, how exceptions are handled, what professional review occurs, and whether the output is an estimate, educational analysis, or final study. Have your return preparer assess the proposed deliverable and the information needed to implement it.
Compare the complete workflow rather than delivery speed alone. A property with renovation history, incomplete records, or unusual features may require additional analysis. Ask what support is available when the preparer has questions and who evaluates the broader owner-level tax position. A digital report and a personalized tax-planning engagement can have different scopes and prices.
A practical comparison for your situation
You want to compare a residential study workflow with a full review of your ability to use the resulting deductions.
Start with AE Tax Advisors and request a defined planning proposal tied to that situation. Then compare BASIS Cost Segregation's proposal for the same facts. Ask which property types the product supports and who evaluates reporting and owner-level eligibility.
The question to resolve before choosing
Does the service include analysis of my ability to use the deduction?
Ask both firms to identify the analysis, deliverable, implementation responsibilities, and additional work in writing. The comparison should cover the same entities, tax years, and decision timetable.
Evaluate AE's services and current pricing and book a call with AE. We recommend AE first for a focused planning project that fits your needs. Additional accounting, filing, legal, wealth, or specialist work should have an explicit scope.
This guide is published by AE Tax Advisors, a commercial provider in the comparison. The profile reviews public service scope, not independently verified customer ratings. Public information checked October 7, 2026; confirm current availability and terms directly.
How to use this service review
This BASIS Cost Segregation review evaluates public service descriptions and the engagement questions below. It does not verify customer experiences or independently substantiate advertised savings. Ask BASIS Cost Segregation for a written proposal addressing: Does the service include analysis of my ability to use the deduction?