Property-first provider comparisons
MSC Tax vs Stratum Cost Segregation: Pricing & Scope
Compare MSC Tax 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
MSC Tax or Stratum?
Your project may involve a study plus another specialty tax service with a different evidence requirement.
Your decision
Ask for separate deliverables and responsibilities for each technical project.
MSC Tax official service information — researched 2026-10-08.
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 CallWhere MSC Tax may fit
Its public materials describe cost segregation and specialty tax services for real estate and business projects.
Owners evaluating technical property and incentive analyses. Ask for separate deliverables and responsibilities for each technical project.
MSC Tax's specialty-property work can intersect with other incentive projects. Request a separate evidence list, deliverable, and responsible professional for each analysis. A document collected for a property study may not answer the questions posed by a different incentive engagement. Compare AE on the owner-level review it actually offers, and decide whether a specialist remains necessary. The selection should clarify how reports reach the filing team and which assumptions need to be reconciled before the combined plan is used.
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 | MSC Tax | Stratum + AE |
|---|---|---|
| Starting point | Owners evaluating technical property and incentive analyses | Rental-property study with a discovery discussion hosted by AE Tax Advisors. |
| Written deliverable | Which analyses require additional records beyond the study inputs? | 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
Your project may involve a study plus another specialty tax service with a different evidence requirement.
MSC Tax's specialty-property work can intersect with other incentive projects. Request a separate evidence list, deliverable, and responsible professional for each analysis. A document collected for a property study may not answer the questions posed by a different incentive engagement. Compare AE on the owner-level review it actually offers, and decide whether a specialist remains necessary. The selection should clarify how reports reach the filing team and which assumptions need to be reconciled before the combined plan is used.
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.
MSC Tax 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 2026-10-08. Published starting fees are not property-specific quotes and can change.
Ask for separate deliverables and responsibilities for each technical project. Compare the study, inspection, corrections, technical support and any separately engaged tax filing before comparing totals. See the provider pricing research table.
MSC Tax 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 MSC Tax client outcomes.
For this research question — Which analyses require additional records beyond the study inputs? — 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
MSC Tax proposal comparison worksheet
Use the same facts for every proposal. This worksheet starts with the specific decision on this page: Your project may involve a study plus another specialty tax service with a different evidence requirement.
Download the MSC Tax 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 MSC Tax or Stratum
What should I ask MSC Tax before comparing proposals?
Which analyses require additional records beyond the study inputs? Ask for separate deliverables and responsibilities for each technical project.
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 MSC Tax 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.
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
- MSC Tax official information — source research 2026-10-08; 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.