Property-first provider comparisons

How Stratum and AE Tax Advisors Work Together

Understand who prepares the study, who leads discovery and tax strategy, and how your existing CPA can stay involved.

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.

Stratum cost segregation pricing

$1 per square foot$2,000 minimum per property

Book a Cost Seg Discovery Call

Start with the property and the owner’s goals

AE Tax Advisors hosts the cost segregation discovery call linked from Stratum. Bring the acquisition date, property type, approximate basis, rental use, improvement history and prior depreciation schedule. The discussion helps identify the information needed to scope a study and a broader tax review.

Stratum’s responsibility: the property study

Agree the property analysis, evidence collection, methodology, component schedule, basis reconciliation, fee and delivery assumptions with Stratum. A study describes the property analysis; it does not itself establish the owner’s ability to use every deduction.

AE’s responsibility: the broader strategy discussion

AE can discuss how the study fits income sources, rental activity, participation, existing depreciation and future plans. Confirm the professionals, analysis and implementation included in any AE engagement. Booking discovery does not automatically purchase a study or tax plan.

Your return preparer remains part of the process

You can involve your existing CPA. Identify who reviews the report, evaluates federal and state treatment, handles an accounting-method change if needed and updates depreciation schedules. Ask for an explicit handoff rather than assuming study delivery means filing is complete.

Prepare for a useful call

Closing statement and land-allocation support
Rental availability and placed-in-service history
Existing depreciation schedules and improvement invoices
Questions about scope, filing responsibilities and timing

Learn about AE Tax Advisors · See Stratum’s study process

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.