Join the Unlevered partner platform.
Join a limited group of qualified professionals serving high income earners and real estate investors to deliver interactive cost segregation studies.
Built around the relationship you already own.
Cost segregation is detailed, high-trust work. More clients now expect their own advisor to lead it instead of being sent to a stranger.
Simple, and built for the IRS
Runs on a fixed rule engine made for cost seg, so it catches the details a general-purpose AI tool skips.
Clients actually enjoy it
Most have never seen where their depreciation comes from laid out this clearly.
Imports into tax software
Finished studies and Form 4562 schedules import cleanly into your tax software, with no re-keying.
Depreciation over time
Tracks each asset's depreciation for its full life, every year going forward.
Your clients get a study they can actually use.
Your clients get a faster, clearer process and a study that's easier to explain and defend. They can see every source behind it, and it all happens in one place instead of a back-and-forth with an outside vendor.
Easy upload experience
Clients add documents and photos in minutes, from any device. No spreadsheets, no chasing files.
Transparent allocation
Every dollar mapped by room and component, traceable to a verified source they can see.
IRS aligned
Engineered review with Form 4562 and the documentation an examiner expects, built in from the start.
Priced per property. The owner pays, not your firm.
The owner pays per property, so your firm carries nothing. Price depends on the property type and the work involved.
Per study, billed to the property owner.
Per study, billed to the property owner.
Your firm can choose to share in every study. We walk through the economics on the call.
Adding a study takes minutes.
Adding a study takes minutes. Your client does the uploading, our engine does the work, and the finished study comes back to you ready to share or file.
Add the client
Add a client to your workspace in a couple of fields. We take it from there.
They upload and verify
Your client uploads documents and photos, then confirms a few core facts about the property.
The engine runs
Classification, public-source citations, and engineered review run automatically.
Share or import
Review, then share the finished study with your client or import it to your filing system.
We keep the partner roster small.
This is not a self-serve signup. Every study carries our name and your firm's recommendation, so we keep the roster small and review every firm. Here is the path in.
RIAs, accountants, CPAs, wealth advisors, and EAs.
High income earners and real estate investors.
Unlevered brings core knowledge of state-by-state depreciation requirements.
Apply
Tell us about your firm, your book, and the investors you serve. We review every application for fit.
Verify your firm
We confirm you operate as a qualified firm or advisor, by license, credentials, or your firm website.
Choose your model
Optional revenue share where permitted, or non-compensated access. Both are supported.
Onboard and add clients
A short walkthrough, then start running studies inside your existing client relationships. Every study lands with you first.