Source Advisors Review (2026)
Source Advisors is a National engineering-based firm offering IRS-compliant cost segregation studies. Every credible study — Source Advisors's included — must classify components into MACRS 5, 7, 15, 27.5, and 39-year recovery periods under Rev. Proc. 87-56 and follow the engineering-based approach set out in the IRS Cost Segregation Audit Techniques Guide (Pub 5653), distinguishing §1245 personal property from §1250 real property before §168(k) bonus depreciation and Form 3115 (§481(a) catch-up) come into play. Published turnaround is typically 8 weeks, and pricing is not published on the firm's site. What differs across providers is price, site-visit requirement, and audit-defense scope — not the underlying framework.
Editorial note: Cost Segregation Reviews is operated by Cost Seg Smart, which appears as one of the providers evaluated on this site. Public-facing data only — pricing, methodology, and credentials reflect what each provider publishes. Facts on this page verified September 6, 2026.
| Category | National engineering-based firm |
|---|---|
| Pricing | not published |
| Turnaround | Typically 8 weeks |
| Methodology | "Engineering-based documentation and audit defense"; staff hold ASCSP certification ("a distinction held by fewer than 50 people nationwide") |
| Site visit | not published |
| Audit support | "We stand behind our Cost Segregation services" and provide support if audited; specific warranty terms not detailed |
| Guarantee | not published |
| Property types | Commercial and residential rental, assisted living, hotels, medical offices, manufacturing, retail, data centers |
| Headquarters | Arlington, TX |
| Offices | US offices plus a UK office ("Visit Our UK Website" link) |
| Founded | not published (site references "over 40 years of experience") |
Pricing detail
not published
Pricing reflects what Source Advisors publishes as of September 6, 2026; a specific quote may differ by property. Cost Seg Smart prices residential cost segregation studies starting at $495 for properties under $300,000, published at costsegsmart.com/pricing. For context on typical rates, see our guide to how much a cost segregation study should cost.
Methodology and process
Source Advisors describes its methodology as follows: "Engineering-based documentation and audit defense"; staff hold ASCSP certification ("a distinction held by fewer than 50 people nationwide"). All US cost segregation studies — including this one — must follow the engineering-based methodology described in the IRS Cost Segregation Audit Techniques Guide and apply MACRS classification per Rev. Proc. 87-56. The framework is set by federal law; what varies across providers is execution depth, documentation, and audit defense scope.
Property-type fit
Source Advisors publishes coverage for: Commercial and residential rental, assisted living, hotels, medical offices, manufacturing, retail, data centers. For investors comparing providers by property type, see our single-family rental providers and commercial providers rankings.
Audit defense
Audit support: "We stand behind our Cost Segregation services" and provide support if audited; specific warranty terms not detailed. Guarantee: not published. Audit defense scope varies materially across providers, ranging from explicit IRS representation to no defense beyond report delivery — see the scoring methodology for how we evaluate this dimension.
Pros
- Publishes audit support terms: "We stand behind our Cost Segregation services" and provide support if audited; specific warranty terms not...
- Describes an engineering-based or IRS-aligned methodology on its site
- Publishes property types served: Commercial and residential rental, assisted living, hotels, medical offices...
Cons
- Pricing is not published; requires a direct quote request
- No monetary guarantee or refund terms published
- Whether a site visit is required is not stated on the firm's site
Verdict — who this is for
Source Advisors is best suited to owners of the property types it publishes — Commercial and residential rental, assisted living, hotels, medical offices, manufacturing, retail, data centers — who are comfortable requesting a direct quote rather than seeing pricing published online, and who want an engineering-based study consistent with IRS Pub 5653. For investors comparing alternatives, the full provider comparison table is on the homepage.
FAQ
How much does Source Advisors charge?
Not published on Source Advisors' website. Source Advisors offers a free consultation or estimate before quoting a fee.
How long does a Source Advisors cost segregation study take?
Typically 8 weeks
Does Source Advisors require an on-site visit?
not published. The IRS Cost Segregation Audit Techniques Guide (Pub 5653) does not require an on-site visit; it requires engineering-based methodology with documented support.
Sources
- https://www.sourceadvisors.com/services/cost-segregation/ — accessed September 6, 2026
- IRS Cost Segregation Audit Techniques Guide (Pub 5653)
- Rev. Proc. 87-56
All provider facts on this page were verified against Source Advisors's own published pages as of September 6, 2026; fields not published by the provider are marked “not published” rather than estimated.
Source Advisors is one option among the providers we track. For other situations:
Pricing and operational details reflect public information as of September 6, 2026. Provider corrections welcome via the submission form. This review is not legal, tax, or financial advice — confirm cost segregation suitability with your CPA before ordering a study.