CSSI Pricing: Fees, Scope and Quote Questions
Review CSSI pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does CSSI 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 CSSI.
Which engagement are you pricing?
CSSI is included in this comparison for cost segregation and specialty property-tax services.
A relevant buyer profile: Property owners seeking a specialist for the study portion of a tax project.
You have a candidate property and a CPA, but need to clarify who prepares the study and who implements the tax reporting.
Ask for the study methodology, required property records, and the precise handoff to your CPA.
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 | What deliverables will my return preparer receive? |
| 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 CSSI for cost segregation and specialty property-tax services. You have a candidate property and a CPA, but need to clarify who prepares the study and who implements the tax reporting. What deliverables will my return preparer receive? 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 CSSI 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.