Source Advisors Pricing: Study Fees and Scope
Review Source Advisors study pricing, fee evidence, inspection scope and CPA handoff. Compare a matched property quote with AE’s published study rate.
What does Source Advisors cost?
Request a property-specific Source Advisors proposal. The reviewed cost segregation service page offers proposals and estimates but does not establish a universal fixed study fee.
A preliminary benefit estimate is different from the professional fee. Specify the property investigation, building records, report, accountant handoff and support. Additional fixed-asset or form-preparation services need explicit scope.
Published by AE Tax Advisors, a competing service provider. This is a commercial comparison of public service information, not an independent ranking or firsthand customer review. Sources checked November 7, 2026; confirm current availability and fees directly.
Separate the services in your quote
| Cost component | What to verify |
|---|---|
| Property study | Identify buildings, improvements, inspection method and report schedules. |
| Records and analysis | Specify missing records, cost reconciliation and any added technical review. |
| Preparer handoff | Identify draft review, fixed-asset files and accountant question handling. |
| Separate tax work | Define any Form 3115 preparation, returns, amendments or representation. |
Compare Source Advisors fees with AE’s scope
AE offers standalone cost segregation studies at $1 per square foot, with a $2,000 minimum per study. AE Tax Advisors provides tax planning for business owners and real estate investors as a separate service. Advisory, return preparation, amendments and other implementation work are separately scoped and priced.
Request a property-specific study quote and identify the report deliverables, preparer handoff and audit-support terms. Confirm any Form 3115 preparation and return filing separately; a study fee is not an all-inclusive tax engagement.
AE publishes a square-foot study rate; compare the actual professional investigation and report scope before comparing totals. Price any additional specialty analysis, forms, filing or representation separately.
A fee comparison using your records
Suppose you own several commercial buildings and have inherited older fixed-asset schedules. Ask each firm to price the engineering study, asset reconciliation and accountant deliverables for the same property list.
Build two complete quotes for the same property and service scope. Separate study fees from travel, additional buildings, expedited work, audit support and return implementation. A software price is not an engineering-study quote. Lower cost or a larger preliminary deduction estimate alone does not establish a better fit.
AE study-price examples
| Square footage | Published-rate arithmetic |
|---|---|
| 1,500 square feet | $2,000 minimum study price. |
| 3,000 square feet | $3,000 study price at $1 per square foot. |
These are arithmetic examples using AE’s published rate, not quotes for a particular property or estimates of tax savings. Confirm the covered area and study scope. Return preparation, amendments, advisory and other work are separately priced.
Ask for a proposal you can compare
- What investigation and documentation will each building receive?
- Does the quote include existing fixed-asset reconciliation or a separate project?
- What accountant coordination and form-preparation services are included?
- Who handles final filing and questions after report delivery?
Give each firm the same property address, square footage, closing statement, placed-in-service date, improvement records and existing depreciation schedules. Identify the owner entity, return preparer and deadline. Request a written scope for inspection, engineering analysis, report schedules, support and separately billed implementation. Send sensitive records through the firm’s secure intake process.
Frequently Asked Questions
Are Source Advisors fees publicly available?
Request a property-specific Source Advisors proposal. The reviewed cost segregation service page offers proposals and estimates but does not establish a universal fixed study fee.
Does the Source Advisors fee include filing and implementation?
Source Advisors lists form-preparation services separately in its CPA menu. Confirm whether required Form 3115 preparation is included in your study proposal, separately priced, or handled by your preparer, and who files the completed forms.
Official sources and research date
Service descriptions are attributed to the linked provider websites. AE has not independently verified advertised savings, customer outcomes or service delivery. A public service menu does not establish the contents of your engagement.
- Source Advisors directory source
- Source Advisors — Source Advisors form preparation services
- Source Advisors — Source Advisors and Bedford merger announcement
- AE fees and scope
- AE comparison methodology
Researched November 7, 2026 by AE Tax Advisors. No customer star rating or universal winner is assigned.
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Talk Through Your Situation
Discuss your priorities, upcoming decisions and whether a study or advisory engagement fits. Detailed analysis, implementation or filing work follows an agreed written scope.