CPA Partnership Program
Deliver More Value to Your Clients While Creating a Recurring Revenue Opportunity
Introduce eligible real estate clients to professionally coordinated, engineering-based cost segregation studies—without hiring engineers, adding a new service department or taking on the study workload.
HQ Results Advisory manages the cost segregation process while you remain the client’s trusted tax advisor.
No engineering workload. No additional staffing. Clear communication throughout every engagement.
Partnership Value
A Stronger Offering for Your Real Estate Clients
Help Clients Identify Overlooked Savings
Preserve Your Client Relationship
Add No Engineering Work to Your Firm
Participate in Completed Engagements
Referral arrangements are subject to the parties’ agreement, firm policies, professional obligations and applicable laws.
How It Works
Simple for Your Firm. Valuable for Your Clients.
- Step 01
Identify a Potentially Eligible Client
Introduce a client who owns, purchased, constructed or renovated an income-producing property.
- Step 02
Make the Introduction
Connect the client with HQ Results Advisory or submit the basic property information through the CPA referral form.
- Step 03
We Evaluate the Property
HQ Results Advisory prepares a complimentary preliminary estimate and explains the study process, scope and pricing.
- Step 04
The Study Is Completed
The cost segregation team coordinates the required documentation and virtual or in-person review.
- Step 05
You Receive the Deliverables
The client and CPA receive the completed report and relevant schedules for tax review and implementation.
- Step 06
Partner Compensation Is Processed
When applicable, referral compensation is processed according to the written partnership terms.
Client Protection
Your Client Remains Your Client
HQ Results Advisory’s role is to support the cost segregation engagement—not to replace your firm’s tax, accounting or advisory relationship.
CPA partners remain informed during the process, and completed reports are organized for review by the client’s existing tax professional.
- Relationship protection
- Transparent communication
- CPA-ready documentation
Referral Fit
Clients Who May Benefit
- Recently acquired commercial properties
- Multifamily investments
- Short-term rentals
- New construction
- Major renovations or tenant improvements
- Warehouses and industrial facilities
- Hotels, restaurants and retail properties
- Medical and senior-living facilities
- Properties placed in service in prior years
- Business owners who own their operating real estate
Partner Support
Built to Support Your Firm
- Complimentary preliminary client estimates
- Educational resources for staff and clients
- Property-specific consultations
- Virtual or in-person study options
- Clear proposal and pricing communication
- Status updates during the engagement
- Reports prepared for CPA review
- A dedicated point of contact
- Referral tracking
- Written partnership terms
Give Your Clients Access to Specialized Cost Segregation Support
Explore how HQ Results Advisory can complement your firm’s existing tax advisory services and help eligible real estate clients act on potential depreciation opportunities.
CPA Partnership Form
Start the Conversation
Tell us about your firm and we will follow up to discuss the partnership, the study process and how referrals are handled.
Working with a property owner directly instead? Request a Complimentary Estimate
CPA Client Referral
Refer a Client Property
Introduce a client with an income-producing property and HQ Results Advisory will prepare a complimentary preliminary estimate.