Property-first provider comparisons
KBKG vs Stratum Cost Segregation: Pricing & Scope
Compare KBKG and Stratum on published services, property-specific study scope, fee questions, report deliverables and CPA coordination.
Published by Stratum Cost Segregation, a provider discussed here. This is a commercial comparison, not an independent ranking or customer review. Provider names belong to their respective owners; no competitor affiliation is implied.
$1 per square foot$2,000 minimum per property
Compare two written study proposals
KBKG or Stratum?
Separate KBKG’s specialist engagement from its CostSegregation.com software route before comparing either with Stratum.
Your decision
Ask what technical deliverables the quote includes and whether broader planning is separately available.
KBKG official service information — researched 2026-10-19.
Stratum’s published study fee
$1 per square foot. $2,000 minimum per property.
Each property in a portfolio uses the same rate and minimum. Confirm measurements, evidence collection and report deliverables in the engagement.
Book a Cost Seg Discovery CallKBKG and Stratum: the practical differences
Editorial analysis updated 2026-10-19. Provider statements below are attributed to their official sources.
| Topic | KBKG published information | Source |
|---|---|---|
| Service and software | KBKG’s cost segregation page links to professional study services and CostSegregation.com. | Official KBKG source |
| Related technical work | The page also lists repair-versus-capitalization and fixed-asset depreciation review services. | Official KBKG source |
Compare the service you are actually buying
Ask whether the proposal is for software access, a specialist property study or a package with additional technical work. A property with a complicated acquisition history may require a different assignment from a straightforward rental purchase. Send your CPA the proposed deliverables before comparing prices. Stratum’s scope should identify its property analysis and explain which advisory or filing work requires a separate agreement.
For a commercial building, map the adjacent work
A building project can raise questions about old assets, replaced systems and multiple improvement periods. Create a list of required analyses and put a responsible professional beside each. Ask both providers which items they will perform and which they will refer to the CPA. That makes it possible to compare a focused cost segregation study with a broader specialty engagement without leaving a necessary task unassigned.
Do the fee comparison at the right scale
Stratum charges $1 per square foot with a $2,000 minimum per property. A 10,000-square-foot property therefore has a $10,000 study fee. Compare that number with KBKG’s written quote for the same work; do not assume Stratum is less expensive at every building size. Include additional projects and implementation fees separately so the comparison reflects the entire decision.
Answers to obtain for this comparison
- Identify software access versus a professional study engagement.
- List adjacent technical projects separately from the property study.
- Reconcile all proposed reports to the same property cost periods.
Where KBKG may fit
Its public materials describe tax-credit and incentive consulting, including cost segregation.
Businesses and property owners seeking technical specialty tax support. Ask what technical deliverables the quote includes and whether broader planning is separately available.
KBKG publishes specialist cost segregation services and links to residential software at CostSegregation.com. Compare the actual product and team rather than treating a software subscription and a specialist engagement as interchangeable.
Where Stratum may fit
Stratum’s property paths cover commercial buildings, multifamily, small rentals and STRs. Confirm capacity and the assigned technical team for your actual building. Stratum cost segregation studies cost $1 per square foot, with a $2,000 minimum per property. Confirm the written scope for your building. Confirm property eligibility, exclusions and current terms on the pricing page. AE’s broader planning or return services require their own agreed scope.
| Decision | KBKG | Stratum + AE |
|---|---|---|
| Starting point | Businesses and property owners seeking technical specialty tax support | Rental-property study with a discovery discussion hosted by AE Tax Advisors. |
| Written deliverable | Where does the specialty engagement end and broader tax planning begin? | Confirm component schedule, methodology, basis reconciliation and CPA handoff. |
| Price comparison | Request the current property-specific fee and all review or filing costs. | Published study pricing; confirm separately scoped advisory and filing work. |
| Owner-level tax review | Ask whether it is included or handled by your existing adviser. | Discuss broader strategy with AE; your return preparer confirms filing positions. |
A situation to compare
You want to compare a specialty-tax engagement with a household or business-wide planning engagement.
KBKG publishes specialist cost segregation services and links to residential software at CostSegregation.com. Compare the actual product and team rather than treating a software subscription and a specialist engagement as interchangeable.
For a specialist engagement, compare property analysis and CPA coordination separately from any other specialty tax projects. A wider service menu can help when several incentives are involved; a focused rental study may suit a narrower project.
Compare the two written proposals
Send both providers the same property description and records. Ask each to identify unsupported assumptions, the review professional and the steps needed before delivery. Choose based on the written work your property requires.
Compare the complete proposal
- What property records, site verification and technical review are included?
- Will the report reconcile basis and explain component classifications?
- Who resolves missing invoices, later improvements and prior depreciation?
- Are Form 3115 preparation, return filing, state adjustments or examination support separately priced?
- Who confirms whether deductions can be used given participation, passive-loss and other limitations?
A projected deduction is not a cash saving. Compare the study fee, filing costs, timing benefit and expected holding period with your preparer before ordering.
KBKG pricing: what is verified
A numeric fee was not verified in the source materials used for this guide. Request the current property-specific proposal; this does not mean the provider never publishes prices.
Check the official pricing or service source — research 2026-10-19. Published starting fees are not property-specific quotes and can change.
Ask what technical deliverables the quote includes and whether broader planning is separately available. Compare the study, inspection, corrections, technical support and any separately engaged tax filing before comparing totals. See the provider pricing research table.
KBKG reviews: evaluate the evidence
This page is Stratum’s commercial analysis of service scope, not a customer rating or a review of a report we commissioned. We have not independently audited KBKG client outcomes.
For this research question — Where does the specialty engagement end and broader tax planning begin? — look for feedback that describes the actual deliverable, the property involved and the reviewer or support process.
Identify who published a review, whether the reviewer bought the same product you are considering and when the experience occurred. Provider-selected testimonials and open review-platform feedback can answer different questions. Neither a high rating nor a single complaint establishes the technical quality of your eventual study.
Start with the official provider source and independently verify any linked review profile. Read our cost segregation review evaluation guide before relying on a ranking.
Other providers to consider
KBKG proposal comparison worksheet
Use the same facts for every proposal. This worksheet starts with the specific decision on this page: You want to compare a specialty-tax engagement with a household or business-wide planning engagement.
Download the KBKG proposal checklist (CSV)
Record each provider’s written answer beside the relevant proposal clause. The worksheet includes Stratum’s fee formula and separate rows for study work, implementation and support.
Questions before choosing KBKG or Stratum
What should I ask KBKG before comparing proposals?
Where does the specialty engagement end and broader tax planning begin? Ask what technical deliverables the quote includes and whether broader planning is separately available.
Does a Stratum study require changing my CPA?
You can keep your existing preparer when commissioning a Stratum study. Identify who reviews the report, updates depreciation schedules and handles any separately engaged filing work. Ask KBKG to specify those responsibilities in its own proposal.
What would Stratum charge for my property?
The fee is the greater of $2,000 or property square footage × $1. A 1,500-square-foot property costs $2,000; a 3,500-square-foot property costs $3,500. Calculate the fee and review scope. A study fee is separate from any separately engaged planning or return preparation.
Research KBKG reviews and pricing
The KBKG editorial review distinguishes provider descriptions from customer-feedback evidence. The KBKG pricing guide focuses on current fee information and a like-for-like quote.
Stratum + AE Tax Advisors
One coordinated path from property study to tax strategy
Stratum prepares the property-level cost segregation study. AE Tax Advisors hosts discovery and discusses how the study fits your broader tax position. Your return preparer confirms filing treatment and implementation responsibilities.
- Discuss the property, timing and goals with AE Tax Advisors.
- Confirm Stratum’s study scope, records, fee and delivery assumptions.
- Coordinate the completed study with AE or your existing CPA under the agreed engagement.
Understand the Stratum and AE connection · Explore AE’s cost segregation tax planning
Compare a written Stratum proposal for your property
Bring your purchase records, existing depreciation schedule and questions. AE Tax Advisors will help you discuss the study and wider tax strategy; confirm all services in writing.
Book a Cost Seg Discovery CallSources and scope
- KBKG official information — source research 2026-10-19; verify current scope directly.
- Stratum services and published pricing
- IRS Cost Segregation Audit Technique Guide
Updated October 19, 2026. Provider research dates are shown beside the sources. Numeric fees are attributed where verified; no savings guarantees or quality rankings are inferred. Availability, deliverables and fees depend on the actual proposal.
Compare KBKG with other firms
- KBKG vs Madison SPECS: Specialty-tax scope and a dedicated property study
- Source Advisors vs KBKG: Coordinating multiple specialty projects
KBKG: separate the professional engagement from software
KBKG’s service page links its professional cost segregation offering and the CostSegregation.com software route. For a rental home, ask which product is being quoted, who verifies inputs and who resolves questions from your CPA. Do not use a software price as the fee for a separately scoped professional engagement.
Provider-controlled source checked October 25, 2026: official service information. Published by competing provider Stratum; this is not an independent review or ranking.
Stratum charges $1 per square foot with a $2,000 minimum per property. Confirm both providers’ written scopes. Use the proposal comparison template · Evaluate your property economics