Send the deal through our order flow.
Multifamily is preselected. Drop the deal basics — address, purchase price, target close. Preliminary estimate back within 24 hours.
costsegsmart.com/order
5-field form, no discovery call. Multifamily preselected so the fee tier and reclassification range match the institutional MF playbook. UTM-tagged from mfcostseg so we know to route to the institutional queue.
ALTERNATIVELY: REPLY TO ANY EMAIL FROM SUPPORT@COSTSEGSMART.COM IF YOU'RE ALREADY IN COMMS WITH US. DEAL PACKAGES (OM, T-12, RENT ROLL, PRIOR STUDIES) WELCOME AS REPLY ATTACHMENTS.
Same workflow, either path
- Same day: acknowledgement + fee tier confirmed from the basis you provided.
- Within 24 hours: preliminary estimate PDF in your inbox — 1 page, includes reclass percentage range and Year-1 deduction estimate. Vendor-comparison-ready.
- If you engage: Stripe invoice (ACH preferred) + secure portal opens for Phase 2 documents (closing statement, rent roll, renovation scope if value-add).
- Within 2 weeks post-close: engineered study report + K-1-ready basis schedule delivered to your CPA.
FEE PUBLISHED ON /PRICING/. NO PERCENTAGE-OF-SAVINGS BILLING. STRIPE INVOICE WITH ACH OR WIRE; NET-30 ON REQUEST FOR ESTABLISHED PROCUREMENT.
28 days out is fine
Preliminary estimates work from purchase price + property identifier alone. No need to wait for a closing statement. Final study runs after close when full documentation is available.
PDF estimate, comparison-ready
Preliminary PDF formats for drop-in to vendor comparison sheets. Includes fee tier, modeled reclassification range, Year-1 deduction estimate. Forward to your IC without needing context.
Lookback still works
MF acquired 2+ years ago: §481(a) catch-up via Form 3115. See /form-3115/ for mechanics. Note the lookback intent in your email.
Deliverable formatted for your CPA
K-1-ready basis schedule + workpaper package goes directly to your partnership CPA. CPA can cc'd at engagement; we coordinate timing for the partnership return.