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Terms of Service

Last updated: [DATE] · Please have counsel review before publishing.
Cosegra provides cost-segregation documentation and analysis. We are not your accountant, attorney, or fiduciary, and nothing here creates a CPA-client or attorney-client relationship. Our studies are not tax, legal, or accounting advice. Always review results with your own tax professional before filing.

1Agreement

By creating an account, purchasing a study, or using the Cosegra platform (the “Service”), you agree to these Terms. If you use the Service for an entity, you represent that you're authorized to bind it.

2What we provide

We prepare an engineering-based cost-segregation study that reclassifies property components into shorter recovery periods, supported by documentation consistent with the IRS Cost Segregation Audit Techniques Guide. Studies are produced with AI assistance and reviewed by a licensed CPA and a structural engineer. We do not prepare, sign, or file your tax returns. Our study is documentation supporting your depreciation positions — it is not tax, legal, or accounting advice, and we do not represent you before the IRS or any taxing authority, and do not provide audit defense or representation. Reviewers are licensed professionals engaged by Cosegra for quality review and do not form a personal advisor-client relationship with you.

3Your responsibilities

You are responsible for the accuracy and completeness of the documents and information you provide (closing statements, cost data, dates, photos). Our analysis relies on that information. You are responsible for how any study is used on your returns and for engaging a qualified tax professional to file. You and your tax advisor are solely responsible for all positions and elections on your returns (including bonus depreciation under §168(k) and any change in accounting method). For property placed in service in a prior year, we provide the study and supporting schedule; you and your CPA are responsible for preparing and filing any required Form 3115 and §481(a) adjustment.

4Fees

Studies are offered at published flat rates based on purchase price, plus any elected add-ons (e.g., look-back / Form 3115 support). Fees are earned when the study is prepared and are non-refundable. Payments are processed by our third-party processor; you authorize the applicable charge.

5Estimates are not guarantees

Calculators, examples, and projected savings are illustrative only and vary case by case with property type, basis, land allocation, placed-in-service date, and your tax situation. We do not guarantee any specific deduction, savings, refund, or that any taxing authority will accept a study or position, or that laws will not change.

6Confidentiality & security

We treat your documents as confidential and protect them with encryption in transit and at rest and access controls. See our Privacy Policy for details.

7Intellectual property

The platform, templates, and methodology are owned by Cosegra. On full payment, you receive a license to use your completed study report for your own tax and record-keeping purposes.

8Disclaimers

The Service is provided “as is” without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement, to the fullest extent permitted by law.

9Limitation of liability

To the maximum extent permitted by law, Cosegra's total liability arising out of or relating to the Service is limited to the fees you paid for the study at issue. Cosegra is not liable for indirect, incidental, special, consequential, or punitive damages, including penalties, interest, or lost tax benefits.

10Indemnification

You agree to indemnify Cosegra against claims arising from information you provided, your use of a study, or your breach of these Terms.

11Dispute resolution

These Terms are governed by the laws of [STATE]. Disputes will be resolved by binding arbitration on an individual basis; you and Cosegra waive any right to a jury trial or class action, except where prohibited by law.

12Changes & contact

We may update these Terms; material changes will be posted here with a new date. Questions: legal@cosegra.com.