BASIS Cost Segregation vs Duffy + Duffy Cost Segregation: Tax Services Compared

Start with the decision your advisor must help you make

These are two providers to investigate for property-related tax work. The comparison below uses their public descriptions and separate buyer scenarios. It does not establish that both providers offer every service you need.

Published by AE Tax Advisors, a competing provider. This is a source-based service comparison, not an independent ranking, customer review or endorsement.

At a glance: what to put in the two proposals

BASIS Cost Segregation: service model and buyer fit

Its public materials describe a technology-supported residential cost segregation workflow.

Relevant buyer: Residential investors evaluating an app-based study process

Evaluation example: 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.

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.

BASIS Cost Segregation official service information. Profile research date: 2026-10-08.

Duffy + Duffy Cost Segregation: service model and buyer fit

Its public materials describe engineering-based cost segregation with property-study services across states.

Relevant buyer: Commercial and residential owners comparing a technical study provider

Evaluation example: You have construction plans and invoices and want to know how a detailed technical review would use them.

Ask which site information and cost records support the study and what deliverables reach the CPA.

For Duffy + Duffy, compare the engineering assignment at the property level: plans, invoices, site information, and the intended report recipient. A new-construction project with detailed cost records requires a different intake conversation from an acquired building with limited documentation. Ask which evidence will actually be reviewed and how unresolved items are communicated. AE's owner-level scope should identify the separate analysis and reporting work needed after delivery. A construction-focused study and a household planning engagement can be complementary.

Duffy + Duffy Cost Segregation official service information. Profile research date: 2026-10-08.

How these two options change your shortlist

Investigate BASIS Cost Segregation first when your immediate assignment matches this situation: You want to compare a residential study workflow with a full review of your ability to use the resulting deductions.

Investigate Duffy + Duffy Cost Segregation first when this is the closer description: You have construction plans and invoices and want to know how a detailed technical review would use them.

If both situations apply, ask whether one lead professional can coordinate the work or whether separate engagements are needed. A stated specialty is a reason to investigate fit, not proof that the other provider lacks that capability.

Two questions that make the comparison concrete

For BASIS Cost Segregation: Does the service include analysis of my ability to use the deduction?

For Duffy + Duffy Cost Segregation: How will construction records affect the study methodology?

Ask both teams to return a written scope identifying the assigned professional, the information needed, the result you will receive and the completion date. Compare answers against your actual entities and income sources, rather than counting the number of services on a website.

Compare fees on the same assignment

This comparison does not assert a current numeric fee for either provider. Request a dated proposal from each. Separate the initial review, recurring accounting, written planning, implementation, business returns, personal returns, state filings and any specialist work. An advertised starting price, consultation fee or subscription is not the complete price for every business.

Put both proposals on the same time horizon. Include first-year onboarding or cleanup, outside-professional costs, required renewals and cancellation terms. Request an explanation of whether a projected benefit is a permanent tax reduction, a timing benefit or simply a deduction. No provider’s fee or service model guarantees savings.

Where AE belongs in the comparison

AE Tax Advisors is another option for business owners, real estate investors and high-income professionals seeking a defined tax advisory engagement. The standard published advisory price is $7,800, payable in two $3,900 installments 30 days apart. Tax returns, amendments, property studies and additional work are separately scoped and priced. The standard engagement does not require an annual planning renewal; confirm the actual duration and deliverables in your agreement.

Ask AE the same two issue-specific questions above. A broader national practice, an investment relationship, a legal assignment, a directory referral or a specialist engineering study may contain work outside AE’s advisory scope. Retain any specialist your facts require.

Check current AE pricing · Review the advisory process · Book a Cost Seg Discovery Call

Continue your shortlist

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Sources and research limits

BASIS Cost Segregation official source (profile reviewed 2026-10-08); Duffy + Duffy Cost Segregation official source (profile reviewed 2026-10-08); AE pricing.

Service descriptions summarize public marketing information and are not an audit of capabilities or client outcomes. Confirm current services, credentials, availability and contract terms directly. Illustrative buyer situations are not client results. Details not established here should be verified, not treated as missing services.