CostSegRx Pricing: Fees, Scope and Quote Questions
Review CostSegRx pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does CostSegRx cost?
A numeric fee was not verified in the official sources reviewed.
Request a current written quote. This does not mean the firm has no public prices; it means this guide does not have a verified amount for your engagement.
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 CostSegRx.
Which engagement are you pricing?
CostSegRx is included in this comparison for cost segregation studies with a published FAQ addressing scope and required inputs.
A relevant buyer profile: Owners who want to understand study requirements before ordering.
Your land allocation and existing depreciation records need attention before a study can be implemented.
Ask which basis inputs you must supply and which analyses are outside the study's stated scope.
Provider-specific scope considerations
CostSegRx's public material lists study work with CPA-ready deliverables and reporting support. Support language should be translated into a named task: explaining a report, preparing a calculation, or preparing and filing a form are different responsibilities. Request a handoff meeting with the existing preparer and reconcile the report to the owner's basis records. AE can be compared on the wider plan and separately priced implementation. Keep engineering documentation and owner-level analysis visible as two related workstreams.
Study scope and return handoff
Send the address, property type, acquisition or construction cost, land allocation, square footage, placed-in-service date, and existing depreciation schedule. Identify renovations and prior studies. A report-only price should be separated from site work, accounting method changes, amended returns, and representation.
| 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 | Who is responsible for reviewing the land allocation? |
| Responsibility | Who resolves questions from my return preparer, and what happens if the report needs correction? |
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 CostSegRx for cost segregation studies with a published FAQ addressing scope and required inputs. Your land allocation and existing depreciation records need attention before a study can be implemented. Who is responsible for reviewing the land allocation? 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 resolves questions from my return preparer, and what happens if the report needs correction?
Compare CostSegRx 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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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.