Cost Seg Made Simple · Maximize Tax Deductions

Residential Asset Depreciation Platform

Geospatially Engineered™ with ❤️ in San FranciscoGeospatially Engineered™ with ❤️ in SF

The opportunity

Help your high income and net worth clients generate tax deductions through real estate.

Married couple, two kids · $1.1M joint income · California
Tax bill on the income$435K

Federal plus California, withheld plus owed at filing

Year-one deduction$635K

$837.5K property · $594K cash out of pocket.

The deduction cut a $1.1M income to $490K taxable and an estimated $435K tax bill into a $150K refund, plus a Sea Ranch cabin the kids grow up going to.

How it works

Cost segregation made simple.

Your part is the introduction. We handle the study.

Typically delivered in 30 days Engineered review on every study Audit-ready documentation
Revenue share, optionalOpt in per study and earn a share of the fees you refer.Opt in
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Fromdana@meridianwealth.com
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Hi, I’d like to set up a firm account. Dana Whitfield, Meridian Wealth Partners.
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You're all set, Dana.

Here’s your personal link. To start a study, just forward it to a client, or introduce us by email and we take it from there.

Open your workspace unlevered.io/meridian-wealth

Step 1 of 4. Email us your name, firm, and email. We set up your workspace and send back your personal link. Forward it to introduce us to a client.

Security & trust

Built for financial data.

We collect property data, not client life stories. Access is firm-scoped, every action is logged, and the data never leaves the US.

Built against SOC 2 controls

Encryption everywhere

TLS 1.3 in transit, AES-256 at rest, on infrastructure with recognized certifications.

Role-based access

Row-level security on every table. A firm sees only its own clients and studies.

Append-only audit log

Every read, write, sign, and deliver recorded with actor, time, and context.

US data residency

Database, storage, and backups stay in US regions. No cross-border replication.

FAQ

Common questions.

What is a cost segregation study?

An engineering-based reclassification of building components from the 27.5- or 39-year shell into 5-, 7-, and 15-year property, producing large first-year deductions through bonus depreciation.

Can property owners work with Unlevered directly?

Yes. Owners engage Unlevered directly, and Unlevered prepares, signs, and seals the study. Your own CPA files the return, and you can invite them to your study.

What does OBBBA mean for new studies?

OBBBA restored 100% bonus depreciation for qualifying property. Every study runs the full eligibility check across placed-in-service, acquisition, and contract dates, and applies the correct bonus rate per component, including the TCJA phase-down years.

How long does a study take?

Most studies deliver within 30 days of complete inputs. Complex multifamily can take longer. Every study clears the engineered review first.

What’s a lookback study?

For long-held rentals that never had a cost seg study: the missed depreciation comes back as a §481(a) adjustment on the current return via Form 3115. No amended returns.

Whose name is on the study?

Unlevered signs the study as its preparer; your firm is credited as the one who recommended it. You stay the sole tax return preparer and file from your own software. You’re never signing cost-seg work you didn’t perform.

How does pricing work?

One flat fee per study, billed to the property owner: $2,500 for Basic Study (PDF only) or $5,000 for 3D GeoEng + Audit on a single-unit property, and from $7,500 per multi-unit property. Unlevered prepares every study itself; firms that refer clients pay nothing.

Get started.

Email a client introduction or share your link, and we take it from there.