Duffy + Duffy Cost Segregation Pricing: Fees, Scope and Quote Questions
Review Duffy + Duffy Cost Segregation pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Duffy + Duffy Cost Segregation 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 Duffy + Duffy Cost Segregation.
Which engagement are you pricing?
Duffy + Duffy Cost Segregation is included in this comparison for engineering-based cost segregation with property-study services across states.
A relevant buyer profile: Commercial and residential owners comparing a technical study provider.
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.
Provider-specific scope considerations
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.
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 | How will construction records affect the study methodology? |
| 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 Duffy + Duffy Cost Segregation for engineering-based cost segregation with property-study services across states. You have construction plans and invoices and want to know how a detailed technical review would use them. How will construction records affect the study methodology? 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 Duffy + Duffy 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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