Start with the decision you need to make

You own a duplex and need a study for a prior acquisition. Compare the eligible study tier, evidence review and included or extra Form 3115 preparation.

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.

What to compare

ProviderPublic service focusResearch the proposal
WeCostSegOwners comparing an engineer-reviewed rapid route with an inspected residential or commercial study.Fees and quote questions
RentalWriteOffOwners of eligible residential rentals up to four units seeking a remote reviewed report with a flat fee.Fees and quote questions

Ask both firms the same question

Which investigation, professional review, report schedules, method-change preparation and accountant support does this property-specific quote include?

  • Price the same property, owner entity, buildings, improvements and study year.
  • Confirm inspection method, engineering review, report schedules and support.
  • Identify who answers CPA questions and who handles any Form 3115 or return implementation.
  • Separate the study price, travel, added buildings, deadline charges and additional tax work.

A practical way to evaluate the answers

Ask each firm to walk through a redacted report for a comparable property: the records used, inspection evidence, reconciliation to the property’s supported basis, component-level schedules and the package supplied to the accountant. Ask who explains an allocation when the preparer has a question. A preliminary estimate is not a completed report or confirmation that the owner can use the deductions.

Retain the provider that can meet your actual requirements, including work already in progress. A change of firm needs a handover plan for records, upcoming payments, filing deadlines and outstanding tasks. Do not infer that a service is unavailable merely because it is not described on the public page reviewed.

Where AE Tax Advisors fits

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 this comparison and also supplies cost segregation services. If you want a third proposal, ask AE to quote the same property and report scope. Its published study rate is a starting comparison point, not evidence that all three engagements include identical services or support.

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.

Researched November 7, 2026 by AE Tax Advisors. No customer star rating or universal winner is assigned.

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.

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