For tax & wealth professionals

Residential AssetDepreciation Platform

Engineer-reviewed cost segregation studies, typically within 7 days. Filing-ready, for rentals, STRs, remodels, and lookbacks.

The opportunity

Help your high income and net worth clients generate tax deductions through real estate.

W-2 software engineer · $1.1M household · California
Tax bill on the income$445K

Federal plus California, withheld plus owed at filing

Year-one deduction$512K

$388K remodel + $160K down = $548K invested.

The deduction cut a $1.1M income to $588K taxable and an estimated $445K tax bill into a $110K refund, plus a Sea Ranch cabin the kids grow up going to.

How it works

Cost segregation made simple.

Your part is the introduction. We handle the study.

Typically delivered in 7 days Engineered review on every study Audit-ready documentation
Revenue share, optionalOpt in per study and earn a share of the fees you refer.Opt in
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Fromdana@meridianwealth.com
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Hi, I’d like to set up a firm account. Dana Whitfield, Meridian Wealth Partners.
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You're all set, Dana.

Here’s your personal link. To start a study, just forward it to a client, or introduce us by email and we take it from there.

Open your workspace unlevered.io/meridian-wealth

Step 1 of 4. Email us your name, firm, and email. We set up your workspace and send back your personal link. Forward it to introduce us to a client.

Security & trust

Built for financial data.

We collect property data, not client life stories. Access is firm-scoped, every action is logged, and the data never leaves the US.

Built against SOC 2 controls

Encryption everywhere

TLS 1.3 in transit, AES-256 at rest, on infrastructure with recognized certifications.

Role-based access

Row-level security on every table. A firm sees only its own clients and studies.

Append-only audit log

Every read, write, sign, and deliver recorded with actor, time, and context.

US data residency

Database, storage, and backups stay in US regions. No cross-border replication.

FAQ

Common questions.

01

What is a cost segregation study?

An engineering-based reclassification of building components from 27.5-year depreciation into 5-, 7-, and 15-year property, unlocking large first-year deductions through bonus depreciation.

02

Can property owners run their own study?

Unlevered is built for tax professionals. Owners can’t run their own study, but they can ask their CPA to use Unlevered, or we’ll route them to one in our network.

03

What does OBBBA mean for new studies?

OBBBA restored 100% bonus depreciation for qualifying property. Every study runs the full eligibility check across placed-in-service, acquisition, and contract dates, and applies the correct bonus rate per component, including the TCJA phase-down years.

04

How long does a study take?

Most studies deliver within 7 days of complete inputs. Complex multifamily can take longer. Every study clears the engineered review first.

05

What’s a lookback study?

For long-held rentals that never had a cost seg study: the missed depreciation comes back as a §481(a) adjustment on the current return via Form 3115. No amended returns.

06

Whose name is on the study?

Unlevered signs the study as its preparer; your firm is credited as the one who recommended it. You stay the sole tax return preparer and file from your own software. You’re never signing cost-seg work you didn’t perform.

07

How does pricing work?

Firm access is free; applications are approved by hand. The only fee is per delivered study, billed to the property owner. Rates are on the partners page.

Get started.

Email a client introduction or share your link, and we take it from there.