Cost Segregation Services

What Cost Segregation Services does

Cost Segregation Services (CSSI) is a privately held, engineering-based tax-advisory firm headquartered at 10211 Siegen Lane, Building 1, Baton Rouge, Louisiana, founded in 2003. The firm specializes in three lines of tax-incentive services for U.S. commercial property owners and businesses: cost segregation studies (which accelerate depreciation on commercial real estate to reduce federal income tax), Section 179D energy-efficiency deductions (up to $5.81 per square foot for qualifying lighting, HVAC, and building-envelope improvements), and R&D tax credit services (dollar-for-dollar federal and state credits for qualifying research activities). According to company-reported figures, CSSI has completed more than 65,000 studies since inception, facilitated over $10 billion in cumulative client tax savings, and maintained a record of zero IRS audits triggered on its studies.

CSSI operates a project-based professional-services revenue model. Fees are quoted per engagement rather than via published price lists, and contracts are stated to span multi-year terms (consistent with retroactive look-back studies that amend prior-year tax filings). Customer segments include commercial real estate investors across multifamily, retail, hotel, office, and industrial assets; CPA and tax-advisory firms that refer clients in exchange for technical specialization they cannot economically staff in-house; and innovative businesses in manufacturing, technology, and engineering that claim R&D credits. The go-to-market combines direct inside-sales outreach via a national phone line (866-449-9368) and web-lead capture, supplemented by a CPA/tax-professional channel partner program and a content/SEO presence anchored by three free online calculators (cost-segregation, R&D, and 179D) that serve as top-of-funnel qualification tools. The firm operates nationwide across all 50 states through a distributed professional network and reports a headcount of 501-1,000 employees. Founder Jim Shreve leads the company as CEO.

Technology and competitive positioning rest on an engineering-based cost segregation methodology grounded in IRS-approved strategies, a proprietary execution track record of 65,000+ completed studies, and a stated zero-audit compliance history. The firm has no publicly disclosed funding, no subsidiaries, no M&A activity, no patents or trademarks, and no executive team listed beyond the founder/CEO; ownership structure, institutional backing, and capital structure are not detailed in available sources. CSSI's strategic posture is best characterized as a mature, owner-operated niche professional-services franchise that has expanded its service mix and channel footprint organically over 23 years rather than through external capital or acquisitions.

Name

Cost Segregation Services

Legal name

CSSI Services

Website

https://costsegserve.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Cost Segregation Services (CSSI) is a privately held, engineering-based tax-advisory firm founded in 2003 in Baton Rouge, Louisiana, that conducts cost segregation studies, Section 179D energy-efficiency deductions, and R&D tax credit analyses for commercial property owners, CPAs, and innovative businesses across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

All Other Business Support Services (561499)

SIC

Services-Business Services, Nec (7389)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industry

Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany) (FSAEAHAC)

Keywords

• Cost segregation studies
• Tax depreciation analysis
• 179D tax deductions
• R&D tax credits
• Commercial property tax services

Headquarters

HQ city

Baton Rouge

HQ country

United States

HQ region

North America

Offices1 record

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: Professional services fee for conducting engineering-based cost segregation studies that help property owners accelerate depreciation and reduce federal income taxes. Revenue is generated through project-based fees for completed studies.
2. 179D Tax Deduction Services: Analysis services for energy-efficient commercial buildings to claim deductions for lighting, HVAC, and building envelope improvements
3. R&D Tax Credit Services: Services to help businesses claim dollar-for-dollar tax reductions for qualifying research and development activities

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

CSSI Cost Segregation Services is a professional tax services firm that conducts engineering-based cost segregation studies to accelerate depreciation on commercial property and reduce federal income taxes. The firm also provides Section 179D energy-efficient commercial building deduction analysis and R&D tax credit services for qualifying businesses. Services are delivered through a nationwide network of tax professionals and CPA partners across all 50 states.

Product overview

CSSI offers a unified tax savings services platform centered on three core products: Cost Segregation Studies, Section 179D Tax Deduction services, and R&D Tax Credits. These services are complemented by three free online calculators (Cost Segregation, R&D Tax Credits, and Section 179D) that enable property owners and businesses to estimate potential tax savings before engaging the company's services. The company has completed over 65,000 studies since 2003, generating more than $10 billion in client tax savings, and maintains operations across all 50 states through a nationwide network of tax professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Cost Segregation Study

Quantifiable outcome

• $30,000-$80,000 in tax savings per $1 million in building value within the first five years of ownership
• +2 more outcomes

Named customers4 records

Segments3 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.

• CPAs and Tax Professionals NetworkcoreChannel Partner/ Reseller/ DistributorCSSI works with a nationwide network of CPAs and tax advisors who refer property owner clients for cost segregation, 179D, and R&D tax credit services. The company provides the technical expertise while partners maintain client relationships and expand their service offerings without expanding their teams.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Cherry Bekaert: Top-30 US accounting and advisory firm with an active cost segregation and specialty tax incentives practice. Competes with CSSI both as a service provider and as a CPA partner channel.
• Withum: Major US accounting firm with established cost segregation and specialty tax practices serving real estate investors. Comparable mid-to-large market overlap with CSSI's customer base.
• Wipfli: Large US accounting and advisory firm offering cost segregation and specialty tax services alongside broader assurance and consulting. Represents the in-house CPA-firm alternative to outsourcing to CSSI.
• Crowe LLP: Large US accounting and advisory firm with cost segregation and specialty tax services. Comparable on enterprise commercial property clients and on the CPA-coordinated engagement model.
• BDO USA: Major global accounting network with a specialty tax incentives practice including cost segregation. Competes with CSSI primarily on larger enterprise commercial real estate engagements.
• Eide Bailly: Top-25 US accounting firm with cost segregation and specialty tax services. Targets the same real estate investor and CPA-referral segments as CSSI from a broader firm platform.

Direct peers

• Engineered Tax Services: Direct competitor focused on cost segregation studies and other engineered tax incentives for commercial property owners. Overlaps almost entirely with CSSI's core offering and target CPA channel.
• KBKG: One of the largest specialized cost segregation, 179D, and R&D tax credit firms in the US. Closest direct competitor to CSSI, with a comparable engineering-based methodology and CPA-channel model.
• Source 179D: Specialized firm focused on Section 179D energy-efficient commercial building deductions. Directly competes with one of CSSI's three core product lines and serves the same commercial real estate owner segment.
• R&D Tax Savers (Tax Credit Co.): Specialist firm in R&D tax credits serving mid-market and innovative businesses. Comparable to CSSI on its R&D tax credit service line and shares the CPA-referral channel model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cssistudy
• Facebookfacebook.com/cssistudy
• LinkedInlinkedin.com/company/cost-segregation-services-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Services