CSA Partners
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.
- Company typePrivate
- Founded2006
- HeadquartersLindon, Utah, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
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.
CSA Partners firmographics
Firmographics- 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
CSA Partners industry classification
Industry- Product category
- Tax Strategy & Cost Segregation Services
- akta.pro primary industry
- Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)
Keywords
Where CSA Partners is headquartered
LocationHeadquarters
- HQ city
- Lindon, Utah
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CSA Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Cost Segregation Studies: One-time engagement fees for engineering-based cost segregation studies. Studies include lifetime audit defense support.
- 1245 Exchange®: Future tax consequence planning service to mitigate depreciation recapture.
- 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
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Acre Basis / Section 180 Agricultural Land - approximately $40 per acre |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
CSA Partners product offering
Product offeringCore 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
Companies that use CSA Partners
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
CSA Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
CSA Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves8 records
Expansion highlights5 records
CSA Partners competitors and assessment
Company assessmentBroad 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
CSA Partners social profiles
Digital presenceCSA Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
CSA Partners leadership team
Management profileNumber of profiles
Profiles4 records
CSA Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CSA Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CSA Partners
What does CSA Partners do?
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.
Is CSA Partners a public or private company?
CSA Partners is a private company. It is classified as family owned and is currently operating.
When was CSA Partners founded?
CSA Partners was founded in 2006. It employs 51 to 100 people.
Where is CSA Partners based?
CSA Partners is headquartered in Lindon, Utah, United States, in the North America region.
How does CSA Partners make money?
Three revenue lines are on record. Cost Segregation Studies are the primary driver. The others are 1245 Exchange® and acre Basis / Section 180 Agricultural Land Services.
Who are CSA Partners's main competitors?
Broad incumbents on record are Wipfli LLP, EisnerAmper, Fixed Asset Services (FAS) / BDO Cost Segregation, Marcum LLP and Cherry Bekaert. Direct peers are Engineered Tax Services (ETS), KBKG, CSSI (Cost Segregation Services, Inc.), Segential and Capitalization Group.
Does CSA Partners have an API?
No public API is recorded for CSA Partners.
What industry is CSA Partners in?
CSA Partners's product category is Tax Strategy & Cost Segregation Services. Its primary akta.pro industry code is BPAJANAJ, Real Estate Tax, Incentives & Cost Segregation Advisory.