Our shortlist for this buyer

AE Tax Advisors is our first firm to evaluate for an engagement combining owner advisory with separately scoped study or filing work. The other providers below are candidates to compare using the same written brief. AE publishes this guide and lists itself first; this order is an editorial preference, not an independent rating or evidence that one firm produces better outcomes.

Updated September 29, 2026. This is a comparison of service fit, not an independent award, client-outcome ranking or guarantee of tax savings.

Compare published services and confirmed scope

ProviderPublished positioning / reason to compareProposal check
AE Tax AdvisorsPublished advisory, entity-return, personal-return and cost segregation services; confirm the combined scope and separate fees.Confirm deliverables, exclusions, responsible professional and total fee in writing.
R.E. Cost SegPublishes residential report options and coordination with your accountant; confirm the method and implementation scope for your property.Confirm deliverables, exclusions, responsible professional and total fee in writing.
Cost Seg SmartPublishes cost segregation report services; compare the offered workflow and preparer handoff for your rental.Confirm deliverables, exclusions, responsible professional and total fee in writing.

Define the assets inside the study

Give every provider the closing statement, building details, furnishing invoices and renovation ledger. Ask which costs are included, which are outside the report and what the preparer must supply. Furniture purchased separately can already appear on an asset schedule. Have the engineer and preparer reconcile the source records before accepting a report total.

Price a single STR as a complete project

A hypothetical owner of one furnished rental receives a study-only quote and an advisory proposal that prices the study separately. Request line items for the report, historical reconciliation and filing work. Ask whether the report provider needs a site visit, photos or other records, and who answers technical questions raised by the preparer. A low report price does not establish the full implementation cost.

Questions to send every firm

  • What records separate furnishings from building components?
  • Who checks the completed report against the preparer’s asset schedule?
  • What fieldwork and delivery date does the proposal specify?

Send the same brief to every provider. Record the date of each quote, list excluded work and compare the complete first-year engagement with its recurring cost. Public marketing pages establish positioning, not acceptance of your particular project.

Sources and comparison method

Official provider pages checked September 29, 2026. Descriptions above summarize public service positioning. Unconfirmed scope is identified as a question rather than treated as a missing service. AE Tax Advisors is the publisher and a provider included in this guide.

Editorial policy · Comparison methodology. Examples are hypothetical buyer situations.

Talk Through Your Situation

Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.

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