BASIS Cost Segregation Pricing: Fees, Scope and Quote Questions
Review BASIS Cost Segregation pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does BASIS Cost Segregation cost?
Residential study: $1,795 per property.
Confirm that the property qualifies for the advertised residential product. A study fee does not automatically include your tax returns or implementation by your return preparer.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from BASIS Cost Segregation.
Which engagement are you pricing?
BASIS Cost Segregation is included in this comparison for a technology-supported residential cost segregation workflow.
A relevant buyer profile: Residential investors evaluating an app-based study process.
You want to compare a residential study workflow with a full review of your ability to use the resulting deductions.
Ask which property types the product supports and who evaluates reporting and owner-level eligibility.
Provider-specific scope considerations
BASIS describes an online residential study workflow with professional review and a report for the buyer's CPA. Map the process from property questionnaire to supporting uploads to the final reviewed deliverable. Ask what happens when the intake reveals renovations or missing acquisition records. AE is a separate candidate for owner-level planning and implementation; a residential report purchase need not replace a trusted preparer. Compare the study product and the advisory project as separate purchases.
Software and professional responsibility
Identify the tool’s output, any human review, and which professional takes responsibility for interpreting it. Confirm user limits, data import, support, and filing assistance. A software subscription should be compared with another tool before it is compared with a full advisory engagement.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | Does the service include analysis of my ability to use the deduction? |
| Responsibility | Who verifies the assumptions before the output is used on a return? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating BASIS Cost Segregation for a technology-supported residential cost segregation workflow. You want to compare a residential study workflow with a full review of your ability to use the resulting deductions. Does the service include analysis of my ability to use the deduction? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. Who verifies the assumptions before the output is used on a return?
Compare BASIS Cost Segregation with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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