CSA Partners

What CSA Partners does

CSA Partners, operating as Cost Segregation Authority, LLC (Delaware), is a U.S.-based professional services firm specializing in engineering-based cost segregation studies for commercial real estate property owners, developers, and CPA firms. Founded in 2006 in Lindon, Utah by a father-son team with construction backgrounds, the firm has completed more than 30,000 studies across all 50 states and employs approximately 86 people. Its core offering reclassifies building components from standard 39-year depreciation schedules into accelerated 5-, 7-, or 15-year categories, with studies designed to IRS Audit Techniques Guide standards and supported by a lifetime audit defense guarantee and a refund pledge if significant identified depreciation is disallowed.

The firm's product surface spans three core service lines: Cost Segregation studies (its flagship offering), 1245 Exchange® (registered service mark for depreciation recapture mitigation), and Acre Basis (IRC Section 180 farmland fertility deductions at roughly $40 per acre). Underpinning these is the proprietary SiteWize™ process, a field data capture methodology that records real-time measurements and photographic documentation during physical site inspections, and a Client Portal that hosts engagement documentation. The firm operates a CPA Partner Program under which CSA acts as a non-competing engineering arm, providing co-branded studies, a live pipeline dashboard, and shifted audit defense liability.

Commercially, CSA Partners runs a sales-led motion targeting property owners directly through website CTAs, phone outreach, and a free savings calculator, augmented by a CPA and tax advisor referral channel. Revenue is generated primarily through one-time engagement fees on professional services studies rather than recurring subscriptions. Recent leadership additions — CEO Chris Streit (April 2024), CFO Jer Forbush (2024), and CTO Kamal Thota (April 2026) — indicate a transition from founder-led operations toward a more institutionalized management bench, with explicit positioning toward technology modernization and AI-enabled workflows.

Name

CSA Partners

Legal name

Cost Segregation Authority, LLC

Website

https://csap.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Short description

CSA Partners is a U.S. professional services firm that delivers engineering-based cost segregation studies, 1245 Exchange tax planning, and Acre Basis farmland deductions for commercial real estate owners, developers, and CPA firms across all 50 states.

Ownership category

akta.pro rank

Product category

Tax Strategy & Cost Segregation Services

akta.pro primary industry

Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• Cost segregation studies
• Engineering tax services
• Depreciation acceleration
• Real estate tax strategy
• Farmland fertility deductions

Headquarters

HQ city

Lindon, Utah

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Cost Segregation Studies: One-time engagement fees for engineering-based cost segregation studies. Studies include lifetime audit defense support.
2. 1245 Exchange®: Future tax consequence planning service to mitigate depreciation recapture.
3. Acre Basis / Section 180 Agricultural Land Services: One-time fee for farmland residual fertility valuation and substantiation reports under IRC Section 180. Industry studies cite approximately $40/acre for valuation and report generation.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

CSA Partners provides engineering-based cost segregation studies that reclassify building components from 39-year to 5-, 7-, or 15-year depreciation schedules, accelerating tax depreciation for real estate owners. The firm also delivers 1245 Exchange planning and Section 180 farmland fertility deduction analyses, serving commercial property owners, real estate developers, and CPA firms seeking audit-defensible depreciation strategies.

Product overview

CSA Partners operates as a specialized cost segregation and tax strategy firm offering three core services: Cost Segregation studies (engineering-based depreciation acceleration), 1245 Exchange (tax deferral planning), and Acre Basis (IRC Section 180 farmland deductions). Their proprietary SiteWize™ process underpins their engineering-based approach, while the Client Portal provides client access to study documentation. The Partner Program enables CPA firms to access CSA's expertise without liability, positioning CSA as the technical engineering arm rather than a competitor.

Differentiator

Problem solved

Functional benefit

Brands

• 1245 Exchange®: A tax strategy service for managing future tax consequences through thoughtful planning.

Products and services

• Cost Segregation Study Engineering-based cost segregation study that reclassifies building components from 39-year to 5-, 7-, or 15-year depreciation schedules to accelerate tax deductions for commercial property owners, developers, and real estate investors. Delivered with IRS Audit Techniques Guide compliance, lifetime audit defense, and the CSA Partners Guarantee.
• 1245 Exchange Planning Tax planning service for Section 1245 Exchanges, supporting property owners who undergo like-kind exchanges involving assets that have been subject to accelerated depreciation through cost segregation.
• Acre Basis Section 180 Farmland Fertility Deduction Per-acre Section 180 farmland fertility deduction analysis priced at approximately $40 per acre, enabling farmland owners and agribusiness operators to deduct soil fertility costs. Designed for rapid, transactional engagement tied to planting cycles.

Quantifiable outcome

• Up to 7x first-year depreciation compared to standard straight-line approach on short-term rentals
• +3 more outcomes

Named customers3 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

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Wipfli LLP: Wipfli is a top-20 U.S. accounting and advisory firm offering cost segregation, fixed asset consulting, and tax services to mid-market real estate owners. Overlaps with CSA in cost segregation delivery and CPA-partner access but operates as a diversified firm rather than a specialist.
• EisnerAmper: EisnerAmper provides cost segregation studies and broader real estate tax services to commercial property owners and funds. Comparable to CSA on cost segregation service and customer segment, but competes from a larger, full-service tax practice.
• Fixed Asset Services (FAS) / BDO Cost Segregation: BDO's fixed asset and cost segregation practice delivers cost segregation alongside a full suite of audit, tax, and advisory services to large commercial real estate clients. Comparable to CSA on the cost segregation service line but competes from a position of broad-firm scale and captive CPA relationships.
• Marcum LLP: Marcum's real estate tax and cost segregation practice serves developers, investors, and REITs with depreciation acceleration and tax planning services. Comparable to CSA on the cost segregation service line and target customers, with significantly broader advisory capabilities.
• Cherry Bekaert: Cherry Bekaert is a U.S. accounting and advisory firm with a dedicated cost segregation and fixed asset practice serving commercial real estate clients. Comparable to CSA on cost segregation offerings and CPA-led delivery, with broader service portfolio.

Direct peers

• Engineered Tax Services (ETS): ETS provides engineering-based cost segregation studies along with R&D credits, energy incentives, and repair-and-maintenance studies. Comparable to CSA on engineering methodology, CPA-facing distribution, and tax-specialist positioning.
• KBKG: KBKG is a national tax consulting firm specializing in cost segregation, R&D tax credits, energy credits, and fixed asset services, serving CPAs and property owners. Closely comparable to CSA on cost segregation core service and CPA partner channel, with a broader multi-line tax advisory portfolio.
• CSSI (Cost Segregation Services, Inc.): One of the oldest engineering-based cost segregation firms in the U.S., CSSI provides cost segregation studies for commercial real estate owners nationwide. Directly comparable to CSA Partners on service offering, target customers (property owners and CPAs), and engineering-led methodology.
• Segential: Segential is a cost segregation and tax advisory firm focused on accelerating depreciation for real estate investors and developers. Comparable to CSA on core service line and customer base, with a more tech-forward delivery model.
• Capitalization Group: Capitalization Group delivers cost segregation studies and fixed asset consulting for real estate owners across the U.S. Directly comparable to CSA on cost segregation focus, target customers, and engineering-based study delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/csaptax
• LinkedInlinkedin.com/company/csapartners
• Instagraminstagram.com/csa.partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 CSA Partners