Cost Segregation Authority

What Cost Segregation Authority does

Cost Segregation Authority, operating as CSA Partners, is a US-based professional services firm founded in 2006 in Lindon, Utah that specializes in engineering-based cost segregation studies for commercial and residential real estate. The company reclassifies building components into shorter depreciation recovery periods under the US tax code to accelerate write-offs, deliver immediate cash flow, and reduce tax liability for property owners, developers, and investors. Its service portfolio comprises three integrated offerings: core cost segregation studies (the flagship reclassification service); the proprietary 1245 Exchange® methodology, a registered trademark aimed at capturing hidden tax benefits and managing recapture exposure during property sales or exchanges; and Energy Incentive services covering §179D commercial energy-efficiency deductions and §45L residential energy-efficient construction credits.

The firm claims a track record of 30,000+ completed studies representing $2B+ in customer tax savings since inception, leveraging construction-industry expertise that, per the company, identifies deductions pure tax-only providers miss. Studies are engineered and IRS-defensible, with deliverables produced by a team of 11-50 employees. CSA Partners has formalized a full C-suite including CEO Chris Streit, COO Tyson Anae, CTO Kamal Thota, and CFO Jeremiah Forbush, and operates as a privately held, management-owned entity with no disclosed external investors, parent company, or public listing.

Commercially, CSA Partners runs a dual go-to-market: direct sales to property owners, developers, and investors via consultations and a website-hosted free property analysis tool ("Calculate My Savings"), complemented by a CPA and Tax Advisor Partner Program that drives referral-based revenue sharing. Pricing is quote-based and not publicly disclosed. The company markets itself through content channels (blog, podcast, case studies) and major social platforms (LinkedIn, Facebook, Instagram), and serves a US-domestic-only customer base segmented across CPAs/tax advisors, real estate developers, real estate investors, and a partner/affiliate cohort. No certifications, regulatory actions, funding rounds, or M&A activity are disclosed.

Name

Cost Segregation Authority

Legal name

CSA Partners

Website

https://costsegauthority.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Cost Segregation Authority (CSA Partners) is a US-based professional services firm, founded in 2006 in Lindon, Utah, that delivers engineering-based cost segregation studies, the 1245 Exchange® methodology, and §179D/§45L energy incentive services to real estate investors, developers, and CPA referral partners.

Ownership category

akta.pro rank

Product category

Cost Segregation Tax Advisory Services

akta.pro industry

PRIMARYBPAJANAJ

Real Estate Tax, Incentives & Cost Segregation Advisory

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

Keywords

• Cost segregation studies
• Accelerated depreciation
• Real estate tax strategy
• Energy tax incentives
• Tax credit services

Headquarters

HQ city

Lindon

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Cost Segregation Studies: One-time professional services fees for engineering-based cost segregation studies that reclassify building components for accelerated depreciation, delivering immediate tax savings and increased cash flow to property owners.
2. Energy Incentive Services: Professional services for §179D and §45L energy tax credit programs, providing substantial savings on qualifying commercial and residential energy-efficient properties.
3. Partner Program Revenue Sharing: Compensation model for CPA partners and tax advisors who refer clients, creating a referral-based revenue stream for the company while expanding market reach.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Cost Segregation Authority (CSA Partners) delivers engineering-based cost segregation studies that reclassify commercial and residential building components into shorter depreciation recovery periods, generating accelerated tax deductions and improved cash flow for property owners, developers, and investors. The firm also delivers 1245 Exchange® disposition services and §179D/§45L energy incentive studies, supported by a CPA and tax advisor partner referral channel.

Product overview

CSA Partners offers a unified service platform centered on real estate tax strategy and cost segregation expertise. The core portfolio consists of three integrated service offerings: Cost Segregation (the flagship service that reclassifies building components to accelerate depreciation), 1245 Exchange® (a specialized tax benefit capture strategy for property disposals), and Energy Incentives (§179D and §45L programs for energy-efficient properties). These services are delivered through engineering-based studies and are supported by a Partner Program that enables CPAs and advisors to offer these services to their clients. The company positions itself as a tax tools provider with a construction-industry foundation, emphasizing IRS-defensible results.

Differentiator

Problem solved

Functional benefit

Products and services

• Cost Segregation Engineering-based study that reclassifies a property's building components into shorter depreciation recovery periods, accelerating write-offs, boosting immediate cash flow, reducing tax liability, and maximizing ROI for real estate owners, developers, and investors.
• 1245 Exchange® Proprietary registered trademark methodology that captures hidden tax benefits when disposing of property assets, unlocking additional deductions and minimizing recapture exposure during property sales or exchanges.
• Energy Incentives (§179D and §45L) Professional services that unlock §179D tax deductions for commercial energy improvements and §45L credits for energy-efficient residential construction, delivering substantial savings on qualifying properties.

Quantifiable outcome

• 69% benefit acceleration achieved for specialty distillery property
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• CSA Partners Network (CPAs & Tax Advisors)coreChannel Partner/ Reseller/ Distributor · 1 January 2006CPA firms and tax advisors join the CSA Partners affiliate program to expand advisory capabilities while CSA Partners delivers engineering expertise. Partners receive access to comprehensive CPE training, dedicated partner support, proven marketing resources, and competitive compensation. The program is a core go-to-market channel for the company.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• KBKG: One of the largest US national cost segregation specialty firms, offering cost segregation studies alongside §179D, R&D, and energy tax credit services. KBKG is the most direct comparable to CSA in scope, customer base (CPAs and property owners), and engineering-led methodology.
• Engineered Tax Services: Engineering-based cost segregation and tax credit firm serving commercial real estate owners, CPAs, and developers. Directly comparable to CSA on the engineering differentiation narrative, service portfolio (cost seg + §179D), and CPA channel GTM.
• Source Energy Services: Specialty firm focused on §179D commercial energy efficiency deductions and §45L residential credits. Overlaps directly with CSA's Energy Incentives practice and shares a CPA-referral-driven distribution model.
• Marval Consulting: Cost segregation and fixed asset consulting firm serving CPAs, developers, and real estate investors. Comparable in target customer segments, service line, and engineering-based study methodology.
• Federal Tax Credits: Specialty firm concentrating on §179D energy deduction and §45L new energy-efficient home credits. Directly comparable to CSA's energy incentives revenue stream and shares CPA partner channel dynamics.

Emerging players

• Bedrock Tax Credits & Incentives: Boutique firm providing §179D, cost segregation, and energy tax credit services to commercial property owners. Comparable niche focus with overlapping customer base but smaller scale and narrower geographic reach than CSA.
• EET (Efficiency, Energy & Tax): Energy efficiency tax credit specialist firm focused on §179D and related incentives. Overlaps with CSA's Energy Incentives service line and shares commercial real estate owner customer base.
• Wisely Built: Engineering-focused cost segregation and tax advisory firm targeting real estate investors and developers. Comparable engineering-led methodology and similar target customer segments as CSA, though smaller in scale.

Broad incumbents

• RKL Tax Credits & Incentives: Tax credit and incentives practice within a larger regional accounting firm (RKL LLP). Provides cost segregation and energy credit services as part of a broader advisory portfolio, competing for the same CPA-introduced client relationships but bundled into full-service firm offerings.
• Cherry Bekaert Tax Credits & Incentives: Top-30 US accounting firm with a dedicated tax credits and incentives practice including cost segregation, §179D, and §45L. Competes for the same CPA-referred and direct commercial property owner engagements, but as part of a much broader assurance and advisory platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/costsegauthority
• LinkedInlinkedin.com/company/cost-segregation-authority-llc
• Instagraminstagram.com/csa.partners
• Xx.com/costsegnow

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cost Segregation Authority