US Tax Advisors Group, Inc.
US Tax Advisors Group, Inc. (USTAGI) is a San Diego-based engineering firm that delivers cost segregation studies to real estate investors and CPAs nationwide, accelerating property depreciation to generate immediate tax savings.
- Company typePrivate
- Founded2017
- HeadquartersSan Diego, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What US Tax Advisors Group, Inc. does
US Tax Advisors Group, Inc. (USTAGI) is a privately held, San Diego-based professional services firm specializing exclusively in engineering-based cost segregation studies for real estate investors and property owners nationwide. Founded in 2017 by Joseph Viery, who has practiced cost segregation analysis since 2007, the firm deconstructs commercial and residential investment properties into component categories (5, 7, or 15-year personal property vs. 27.5 or 39-year real property) to accelerate depreciation deductions under IRS rules. The methodology follows IRS Audit Technique Guide standards and produces forensic-quality documentation intended to withstand audit scrutiny, including pre-prepared IRS Form 3115 for look-back studies.
The firm delivers a portfolio of related services: core Cost Segregation Studies for newly acquired or improved properties, Look-Back Studies for retroactive depreciation capture, Audit Defense Support with active IRS representation, a free downloadable educational guide, a complimentary Property Analysis, and an extensive content library of blog articles and videos. Reports are formatted for direct import into major tax preparation platforms including Lacerte, UltraTax, Drake Software, ProSeries, TaxSlayer Pro, and TurboTax. The firm claims to have delivered over 20,000 studies across all 50 states.
USTAGI operates a consultative sales motion with no public funding, no institutional ownership, and a small internal team of approximately 5 employees. Its primary go-to-market combines SEO-driven educational content, free consultation scheduling via Calendly, and a CPA referral channel that positions the firm as a strategic partner to tax practitioners. Pricing is per-study and ranges from under $1,000 for small residential properties to $5,000-$60,000 for larger commercial properties, with typical ROI of 10x-100x the study cost in first-year tax savings.
US Tax Advisors Group, Inc. firmographics
Firmographics- Name
- US Tax Advisors Group, Inc.
- Legal name
- US Tax Advisors Group, Inc.
- Website
- https://ustagi.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- US Tax Advisors Group, Inc. (USTAGI) is a San Diego-based engineering firm that delivers cost segregation studies to real estate investors and CPAs nationwide, accelerating property depreciation to generate immediate tax savings.
- Ownership category
- akta.pro rank
US Tax Advisors Group, Inc. industry classification
Industry- Product category
- Tax Advisory Services (Cost Segregation)
- akta.pro industry
- Transfer Pricing Valuation & Intercompany Pricing SupportBusiness & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services
Keywords
Where US Tax Advisors Group, Inc. is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
US Tax Advisors Group, Inc. business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Cost Segregation Study Services: One-time professional services revenue from conducting engineering-based cost segregation studies for real estate investors and property owners. Studies are priced based on property size and complexity, with fees starting under $1,000 for 1-4 unit residential properties and ranging from $5,000 to $60,000 for larger commercial properties. The company delivers over 20,000 studies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Residential 1-4 Unit Properties |
| Unit Pricing | Pay-as-you-go | Commercial and Large Residential Properties |
| Freemium | Pay-as-you-go | Free Initial Analysis |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
US Tax Advisors Group, Inc. product offering
Product offeringCore offering
US Tax Advisors Group, Inc. (USTAGI) provides engineering-based cost segregation studies for real estate investors and property owners. Its core service deconstructs properties into individual components and reclassifies them from standard 27.5-year residential or 39-year commercial depreciation into accelerated 5-, 7-, or 15-year schedules, generating immediate tax deductions and improved cash flow. Supporting offerings include Look-Back Studies for retroactive catch-up depreciation, Audit Defense Support during IRS examinations, and complimentary Property Analysis feasibility assessments.
Product overview
US Tax Advisors Group, Inc. (USTAGI) operates as a specialized cost segregation study firm offering engineering-based tax analysis services. The core product is the Cost Segregation Study, which deconstructs real estate properties to reclassify components from standard depreciation schedules (27.5/39 years) to accelerated schedules (5, 7, or 15 years), generating immediate tax deductions. The company also offers Look-Back Studies for retroactive property analysis via IRS Form 3115, complimentary Property Analysis and a Free Cost Segregation Guide as lead magnets, and Audit Defense Support services. A library of educational videos and blog articles provides ongoing client education. The company serves real estate investors, developers, and property owners nationwide, delivering over 20,000 studies since 2017.
Differentiator
Problem solved
Functional benefit
Products and services
- Cost Segregation Studies Engineering-based tax studies that deconstruct real estate properties into individual components and reclassify them from standard 27.5-year (residential) or 39-year (commercial) depreciation into accelerated 5-, 7-, or 15-year schedules, generating immediate tax deductions and improved cash flow for real estate investors, developers, and property owners nationwide.
- Look-Back Studies Retroactive cost segregation studies for properties already owned for years, allowing investors to claim missed depreciation deductions in the current tax year without amending prior returns. The deliverable includes a pre-prepared IRS Form 3115 (Application for Change in Accounting Method) for catch-up depreciation.
- Audit Defense Support Active expert-led representation in which USTAGI specialists engage directly with the IRS on behalf of clients to defend cost segregation studies during audits, handling communications, data requests, and negotiations using the forensic-quality study documentation.
- Free Property Analysis Complimentary feasibility analysis providing a personalized estimate of potential tax savings and improved cash flow for a specific property, with no obligation to proceed and delivered as a pre-sales assessment service.
Quantifiable outcome
- 20%-40% of property basis can be reclassified into shorter depreciation schedules
- +3 more outcomes
Companies that use US Tax Advisors Group, Inc.
Customer profileSegments4 records
Ideal customer profiles3 records
US Tax Advisors Group, Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature3 records
US Tax Advisors Group, Inc. partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
US Tax Advisors Group, Inc. competitors and assessment
Company assessmentDirect peers
- KBKG: KBKG is one of the largest dedicated cost segregation and tax advisory firms in the U.S., offering engineering-based cost segregation studies, look-back studies, and related tax services to real estate investors and CPAs — directly comparable to USTAGI's core offering.
- Segraves & Associates: Segraves & Associates is a cost segregation specialty firm providing engineering-based studies for commercial and residential real estate investors. It competes directly with USTAGI for CPA referrals and investor clients across property types.
- Engineered Tax Services: Engineered Tax Services provides engineering-based cost segregation studies and tax credit services to commercial property owners nationwide. It is a direct competitor in the cost segregation study market serving similar CPA and investor clients.
- Real Estate Tax Solutions: Real Estate Tax Solutions provides cost segregation studies, fixed asset reviews, and related tax services to real estate investors. Its offering closely mirrors USTAGI's engineering-based study methodology and CPA-centric go-to-market approach.
- Capital Review Group: Capital Review Group is a national cost segregation and tax advisory firm offering engineering-based studies, look-back studies, and fixed asset reviews to real estate investors and CPAs — directly overlapping USTAGI's service portfolio.
Broad incumbents
- Deloitte Tax: Deloitte's U.S. tax practice provides large-scale cost segregation, fixed asset, and real estate tax services to enterprise and institutional real estate investors. It does not specialize in the SMB/residential rental niche that USTAGI targets but competes for high-end commercial engagements.
- BDO USA: BDO USA is a global accounting and tax advisory network that offers cost segregation services as part of its broader real estate and fixed asset consulting practice, overlapping with USTAGI at the larger commercial end of the market.
- RSM US: RSM US is a large national accounting and advisory firm providing cost segregation studies within a broader real estate tax and consulting practice. It serves mid-market commercial property owners that are also USTAGI's commercial segment customers.
- Cherry Bekaert: Cherry Bekaert is a U.S. accounting and advisory firm offering cost segregation and fixed asset studies alongside its broader tax practice, serving real estate investors that also fall within USTAGI's commercial customer base.
- Eide Bailly: Eide Bailly is a Top-25 U.S. accounting and advisory firm offering cost segregation, R&D credits, and broader real estate tax services. It competes for the same CPA-channel and investor clients but as part of a much wider advisory portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
US Tax Advisors Group, Inc. social profiles
Digital presenceUS Tax Advisors Group, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
US Tax Advisors Group, Inc. leadership team
Management profileNumber of profiles
Profiles2 records
US Tax Advisors Group, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
US Tax Advisors Group, Inc. 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 US Tax Advisors Group, Inc.
What does US Tax Advisors Group, Inc. do?
US Tax Advisors Group, Inc. (USTAGI) provides engineering-based cost segregation studies for real estate investors and property owners. Its core service deconstructs properties into individual components and reclassifies them from standard 27.5-year residential or 39-year commercial depreciation into accelerated 5-, 7-, or 15-year schedules, generating immediate tax deductions and improved cash flow. Supporting offerings include Look-Back Studies for retroactive catch-up depreciation, Audit Defense Support during IRS examinations, and complimentary Property Analysis feasibility assessments.
Is US Tax Advisors Group, Inc. a public or private company?
US Tax Advisors Group, Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was US Tax Advisors Group, Inc. founded?
US Tax Advisors Group, Inc. was founded in 2017. It employs 1 to 10 people.
Where is US Tax Advisors Group, Inc. based?
US Tax Advisors Group, Inc. is headquartered in San Diego, United States, in the North America region.
How does US Tax Advisors Group, Inc. make money?
One revenue line is on record: cost Segregation Study Services.
Who are US Tax Advisors Group, Inc.'s main competitors?
Direct peers on record are KBKG, Segraves & Associates, Engineered Tax Services, Real Estate Tax Solutions and Capital Review Group. Broad incumbents are Deloitte Tax, BDO USA, RSM US, Cherry Bekaert and Eide Bailly.
Does US Tax Advisors Group, Inc. have an API?
No public API is recorded for US Tax Advisors Group, Inc..
What industry is US Tax Advisors Group, Inc. in?
US Tax Advisors Group, Inc.'s product category is Tax Advisory Services (Cost Segregation). Its primary akta.pro industry code is BPAHANAK, Transfer Pricing Valuation & Intercompany Pricing Support.