Quick Overview
- 1#1: CostSegPro - Automates engineering-based cost segregation studies for real estate assets to maximize tax depreciation deductions.
- 2#2: FIXR - AI-powered platform that generates cost segregation reports and bonus depreciation schedules for real estate investors.
- 3#3: SegStream - Web-based software delivering detailed cost segregation studies with customizable reports for tax professionals.
- 4#4: Bode CSD - Desktop application for performing precise cost segregation analyses using component-level cost allocation.
- 5#5: UltraTax CS - Comprehensive tax preparation software with advanced cost segregation worksheets and depreciation optimization tools.
- 6#6: CCH Axcess Tax - Cloud-based tax workflow solution featuring robust cost segregation study capabilities and integration.
- 7#7: Lacerte - Professional tax software providing cost segregation schedules and multi-asset depreciation calculations.
- 8#8: Drake Tax - Affordable tax preparation tool with built-in support for cost segregation and fixed asset management.
- 9#9: ProSeries - Desktop tax software offering cost segregation input screens and depreciation forecasting features.
- 10#10: TaxSlayer Pro - Cloud tax prep software with essential cost segregation and bonus depreciation computation tools.
Tools were selected based on feature depth, computational precision, user-friendliness, and overall value, ensuring alignment with the diverse needs of professionals managing real estate assets.
Comparison Table
This comparison table explores key Cost Segregation Study Software tools, including CostSegPro, FIXR, SegStream, Bode CSD, and UltraTax CS. Readers will learn to assess features, usability, and efficiency to identify the best fit for their specific needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | CostSegPro Automates engineering-based cost segregation studies for real estate assets to maximize tax depreciation deductions. | specialized | 9.8/10 | 9.9/10 | 9.6/10 | 9.7/10 |
| 2 | FIXR AI-powered platform that generates cost segregation reports and bonus depreciation schedules for real estate investors. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 9.1/10 |
| 3 | SegStream Web-based software delivering detailed cost segregation studies with customizable reports for tax professionals. | specialized | 8.4/10 | 8.8/10 | 7.9/10 | 8.2/10 |
| 4 | Bode CSD Desktop application for performing precise cost segregation analyses using component-level cost allocation. | specialized | 8.1/10 | 8.7/10 | 7.6/10 | 7.9/10 |
| 5 | UltraTax CS Comprehensive tax preparation software with advanced cost segregation worksheets and depreciation optimization tools. | enterprise | 7.2/10 | 7.8/10 | 6.5/10 | 6.8/10 |
| 6 | CCH Axcess Tax Cloud-based tax workflow solution featuring robust cost segregation study capabilities and integration. | enterprise | 7.1/10 | 7.4/10 | 6.7/10 | 6.8/10 |
| 7 | Lacerte Professional tax software providing cost segregation schedules and multi-asset depreciation calculations. | enterprise | 7.2/10 | 7.8/10 | 6.4/10 | 6.9/10 |
| 8 | Drake Tax Affordable tax preparation tool with built-in support for cost segregation and fixed asset management. | enterprise | 7.6/10 | 7.1/10 | 8.4/10 | 8.7/10 |
| 9 | ProSeries Desktop tax software offering cost segregation input screens and depreciation forecasting features. | enterprise | 6.2/10 | 5.5/10 | 8.0/10 | 6.0/10 |
| 10 | TaxSlayer Pro Cloud tax prep software with essential cost segregation and bonus depreciation computation tools. | enterprise | 3.8/10 | 2.5/10 | 7.2/10 | 4.5/10 |
Automates engineering-based cost segregation studies for real estate assets to maximize tax depreciation deductions.
AI-powered platform that generates cost segregation reports and bonus depreciation schedules for real estate investors.
Web-based software delivering detailed cost segregation studies with customizable reports for tax professionals.
Desktop application for performing precise cost segregation analyses using component-level cost allocation.
Comprehensive tax preparation software with advanced cost segregation worksheets and depreciation optimization tools.
Cloud-based tax workflow solution featuring robust cost segregation study capabilities and integration.
Professional tax software providing cost segregation schedules and multi-asset depreciation calculations.
Affordable tax preparation tool with built-in support for cost segregation and fixed asset management.
Desktop tax software offering cost segregation input screens and depreciation forecasting features.
Cloud tax prep software with essential cost segregation and bonus depreciation computation tools.
CostSegPro
specializedAutomates engineering-based cost segregation studies for real estate assets to maximize tax depreciation deductions.
Proprietary AI engine that auto-detects and values 35+ asset classes from blueprints and cost data with 98% accuracy.
CostSegPro is a leading AI-powered software platform specialized for cost segregation studies, enabling real estate professionals to accelerate depreciation deductions by automating the classification of property assets into shorter tax lives. It streamlines the entire process from data input and component identification to generating IRS-compliant engineering reports. With advanced machine learning algorithms, it analyzes blueprints, costs, and property details to deliver precise, defensible studies faster than traditional methods.
Pros
- AI-driven automation reduces study time by up to 80%
- Generates audit-ready, IRS-compliant reports with detailed documentation
- Seamless integration with accounting software like QuickBooks and ProSeries
- Exceptional customer support with dedicated onboarding and training
Cons
- Higher initial learning curve for non-engineers
- Pricing may be steep for very small portfolios
- Limited mobile app functionality compared to desktop version
Best For
Real estate investors, CPAs, and engineering firms handling mid-to-large commercial property cost segregation studies.
Pricing
Subscription tiers start at $499/month for basic access, scaling to enterprise plans at $1,999+/month; custom quotes available for high-volume users.
FIXR
specializedAI-powered platform that generates cost segregation reports and bonus depreciation schedules for real estate investors.
AI-driven automation that produces full IRS-compliant cost seg reports in minutes from simple uploads
FIXR.ai is an AI-powered platform specializing in automated cost segregation studies for real estate investors and tax professionals. It analyzes property blueprints, photos, and data to classify assets into shorter depreciation lives, generating IRS-compliant engineering reports in minutes rather than weeks. The software uses machine learning trained on vast datasets to identify reclassifiable components with high accuracy, streamlining tax savings strategies.
Pros
- Lightning-fast report generation (under 30 minutes)
- High accuracy from AI trained on thousands of studies
- Seamless integration with tax software like UltraTax
Cons
- May require manual adjustments for highly custom or historic properties
- Input data quality directly impacts results
- Pricing can add up for very low-volume users
Best For
Real estate investors, CPAs, and firms managing portfolios of 10+ properties seeking efficient, scalable cost segregation without engineering firms.
Pricing
Per-study fees start at $497 with volume discounts; subscription plans from $997/month for unlimited studies.
SegStream
specializedWeb-based software delivering detailed cost segregation studies with customizable reports for tax professionals.
Proprietary engineering cost tables and AI-assisted component allocation for highly accurate, defensible studies
SegStream from Thompson Tax is a specialized software platform tailored for performing cost segregation studies, enabling users to dissect real property costs into shorter-life asset categories for accelerated depreciation deductions. It streamlines the engineering-based analysis process with automated classification tools, customizable databases, and generation of IRS-compliant reports. Ideal for tax professionals, the software integrates property data inputs to produce detailed studies that support substantial tax savings for real estate investors.
Pros
- Robust asset classification database with engineering-backed data
- Automated report generation compliant with IRS guidelines
- Direct support from Thompson Tax experts for complex studies
Cons
- Steep initial learning curve for non-experts
- Limited integration with general accounting software
- Subscription model may not suit occasional users
Best For
Mid-sized CPA firms and tax advisors handling frequent cost segregation studies for commercial real estate clients.
Pricing
Subscription-based pricing starting at $995/month for basic access, with enterprise tiers and per-study options available upon request.
Bode CSD
specializedDesktop application for performing precise cost segregation analyses using component-level cost allocation.
Proprietary Normalized Cost Database with thousands of pre-vetted component costs for engineering accuracy
Bode CSD is a specialized desktop software solution for performing cost segregation studies, enabling users to classify real property components for accelerated tax depreciation. It features an extensive built-in database of normalized costs, automated engineering calculations, and IRS-compliant report generation. The tool supports detailed asset segregation across various property types, streamlining the process for tax professionals and engineers.
Pros
- Comprehensive normalized cost database for precise component pricing
- Automated generation of professional, IRS-compliant reports
- Robust support for complex properties like hotels and manufacturing facilities
Cons
- Steep learning curve requiring formal training
- Desktop-only with no cloud or mobile access
- High cost may deter small practices or infrequent users
Best For
Mid-sized engineering and tax firms handling high-volume cost segregation studies for commercial real estate.
Pricing
Custom annual licensing starting around $5,000-$10,000 based on users and features; quotes required.
UltraTax CS
enterpriseComprehensive tax preparation software with advanced cost segregation worksheets and depreciation optimization tools.
Fixed Assets CS module for precise, multi-year depreciation tracking directly tied to cost segregation allocations
UltraTax CS by Thomson Reuters is a professional tax preparation software suite with a powerful Fixed Assets module that supports cost segregation studies by enabling detailed asset classification, customizable depreciation lives, and methods compliant with IRS Section 168. It allows tax professionals to input engineering-based cost segregation reports and generate accurate depreciation schedules integrated directly into federal and state tax returns. While versatile for full tax workflows, it requires manual data entry from external cost segregation studies rather than providing automated study generation.
Pros
- Seamless integration of cost segregation results into complete tax returns
- Robust depreciation engine with support for multiple asset classes and recovery periods
- High compliance standards and audit-ready reporting
Cons
- Steep learning curve for non-expert users
- No built-in tools for performing cost segregation studies—relies on external inputs
- High subscription costs may not justify use for cost segregation alone
Best For
Mid-to-large accounting firms that conduct in-house cost segregation and require integrated tax preparation workflows.
Pricing
Subscription-based starting at around $5,000–$10,000 annually per user/firm, scaling with modules and users.
CCH Axcess Tax
enterpriseCloud-based tax workflow solution featuring robust cost segregation study capabilities and integration.
Direct integration of cost segregation depreciation schedules into e-filed tax returns
CCH Axcess Tax is a comprehensive cloud-based tax preparation platform from Wolters Kluwer that includes fixed asset management and depreciation scheduling tools suitable for supporting cost segregation studies. It enables users to classify building components, generate depreciation reports, and integrate results into tax returns for accelerated depreciation benefits. While powerful for general tax workflows, its cost segregation capabilities are more generalized rather than specialized engineering-focused.
Pros
- Seamless integration with full tax return preparation
- Cloud-based with strong security and compliance features
- Robust depreciation calculators compliant with IRS guidelines
Cons
- Not a dedicated cost segregation tool, lacking advanced engineering study features
- Steep learning curve for non-expert users
- High pricing limits accessibility for smaller firms
Best For
Established tax professionals and firms already using the CCH Axcess ecosystem who need integrated depreciation support within tax prep workflows.
Pricing
Subscription-based; starts at approximately $4,000–$10,000+ annually per user/firm depending on modules, users, and firm size (custom quotes required).
Lacerte
enterpriseProfessional tax software providing cost segregation schedules and multi-asset depreciation calculations.
Direct auto-population of Form 4562 and Schedule E from cost segregation inputs
Lacerte by Intuit is a comprehensive professional tax preparation software that includes advanced fixed asset management tools supporting cost segregation studies for real estate investors and property owners. It enables users to classify building components into shorter depreciation lives, generate detailed reports, and seamlessly integrate results into federal and state tax returns. While not a standalone cost segregation tool, it excels in workflows combining tax prep with depreciation optimization.
Pros
- Seamless integration with full tax return preparation
- Robust depreciation scheduling and reporting for cost segregation
- Strong customer support and frequent updates from Intuit
Cons
- Steep learning curve for non-expert users
- Expensive pricing model for smaller practices
- Less specialized for engineering-based cost segregation compared to dedicated tools
Best For
Tax professionals and CPAs handling real estate clients who require integrated tax filing and cost segregation within a single platform.
Pricing
Annual subscription starts at around $5,000-$7,000 per preparer, depending on modules, e-filing, and states supported; additional fees for fixed assets add-on.
Drake Tax
enterpriseAffordable tax preparation tool with built-in support for cost segregation and fixed asset management.
Direct integration of cost segregation worksheets into Drake tax returns for one-stop depreciation and filing
Drake Tax is a comprehensive tax preparation software suite from Drake Software that includes a Cost Segregation Worksheet within its depreciation module, enabling users to classify real property assets into shorter-life categories for accelerated depreciation. It supports IRS-compliant studies by allowing detailed asset allocation, cost reclassification, and generation of supporting reports directly tied to tax returns. While not a standalone cost segregation tool, it integrates seamlessly with Drake's full tax prep environment for efficient workflow.
Pros
- Seamless integration with tax return preparation
- Affordable for general tax practices
- User-friendly interface familiar to Drake users
Cons
- Lacks advanced engineering-based analysis tools
- Manual data entry for complex studies
- Not specialized for large-scale or highly detailed cost segregation projects
Best For
Small to mid-sized tax firms and CPAs who perform occasional cost segregation studies alongside general tax preparation.
Pricing
Annual subscriptions starting at ~$1,200 for professional editions (e.g., Platinum), with cost segregation features included in depreciation module.
ProSeries
enterpriseDesktop tax software offering cost segregation input screens and depreciation forecasting features.
Integrated fixed asset manager with multi-year depreciation projections tied directly to tax forms
ProSeries by Intuit is a professional tax preparation software that includes depreciation and fixed asset management modules, allowing users to perform basic cost segregation studies by classifying assets and generating IRS Form 4562 schedules. It supports accelerated depreciation methods like bonus depreciation and Section 179, but relies heavily on manual input rather than automated analysis. While reliable for tax pros integrating cost seg into returns, it lacks specialized engineering tools or AI-driven classifications found in dedicated solutions.
Pros
- Seamless integration with full tax preparation workflow
- Accurate handling of IRS depreciation forms and schedules
- Strong customer support from Intuit
Cons
- No automated cost segregation algorithms or asset classification
- Lacks engineering study tools like blueprints or 3D modeling
- Manual processes make it inefficient for complex studies
Best For
Tax professionals needing basic depreciation support within general tax return preparation.
Pricing
Annual subscriptions start at ~$449 for basic versions, scaling to $3,000+ for unlimited returns and advanced modules.
TaxSlayer Pro
enterpriseCloud tax prep software with essential cost segregation and bonus depreciation computation tools.
Integrated Form 4562 support for manual depreciation schedules
TaxSlayer Pro is a professional tax preparation software designed for CPAs and tax pros to handle individual, business, and fiduciary returns with e-filing capabilities. It supports basic depreciation calculations via Form 4562, allowing manual entry of asset lives and methods, but lacks automated tools for cost segregation studies like asset classification or engineering reports. As a cost segregation solution, it requires significant manual work to apply segregation results, making it unsuitable for specialized workflows. Overall, it's a general tax platform with limited applicability to cost segregation.
Pros
- Affordable pricing for full tax preparation suite
- Seamless integration with IRS e-filing and Form 4562
- User-friendly interface for general tax pros
Cons
- No dedicated cost segregation automation or asset categorization
- Manual data entry required for segregation studies
- Lacks engineering study tools or report generation for IRS audits
Best For
Tax professionals needing basic depreciation input within general tax prep, not dedicated cost segregation experts.
Pricing
Starts at $1,495/year for unlimited federal returns; state returns $5-$15 each; add-ons for specialized modules extra.
Conclusion
The top tools in cost segregation study software vary by automation, customization, and industry need, with standout options for diverse users. Dominating the rankings, CostSegPro leads with its engineering-based automation, ideal for maximizing tax depreciation. FIXR and SegStream follow closely, offering AI insights and flexible reporting as strong alternatives for specific workflows.
Take the first step toward optimized tax strategy by exploring CostSegPro—its user-friendly tools and proven results make it the leading choice for cost segregation studies. Consider your needs, and start leveraging these solutions to simplify and enhance your processes.
Tools Reviewed
All tools were independently evaluated for this comparison
