CPA Referral Network

Refer Clients Through A Platform, Not a Cold Call

BluePrint is the referral platform for CPAs, financial advisors, and real estate professionals who want to send clients to cost segregation without vetting the industry themselves. BluePrint assigns the specialist team that fits each property, and audit support is included on every completed study.

Why CPAs Refer Through BluePrint

Instead of vetting cost seg firms yourself, refer through a platform with a documented network standard — and audit support included on every completed study.

Vetted Partner Network
Every study is prepared by a qualified specialist team in the BluePrint Partner Network that meets the network standard for methodology, documentation, and audit support — not a random directory.
Clear Engagement Terms
One engagement letter, with BluePrint — covering scope, fee, and audit support before any work begins. Audit support is included on every completed study.
Right-Sized Package Match
BluePrint matches each client to the right package range — Essentials, Standard, Premium, or Portfolio — and assigns a specialist team qualified for the property.
Coordinated Delivery
BluePrint sits between you, your client, and the assigned specialist team. CPA transmittal memo delivered on every completed study.
Tax Deadline Awareness
CPA-driven deadlines flagged at intake and coordinated with the assigned specialist team.
Vetted Network of Cost Segregation Specialists
Licensed PE Involvement on Risk-Triggered Engagements
Audit Support Included on Every Completed Study
Typical 4–6 Week Turnaround From the Specialist

Partner Application

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