Hey Reader,

I’ve been getting a lot of questions lately about AI and what it means for the future of cost segregation.

The reality is that it’s already changing how this work gets done.

Scanning, modeling, and reporting that used to take days now take hours. That’s good news for investors because faster reports mean faster tax planning and better cash flow decisions.

But speed isn’t the whole story. Accuracy still matters most.

At some point, every firm will say they use AI. The difference is how.

AI can read blueprints and process data. But it can’t tell you all of the nuances of how an asset really qualifies or defend that position if the IRS comes calling.

That’s why at Maven, we’re not trying to replace engineers or CPAs. We’re using technology to make our work faster and cleaner while keeping the human judgment that makes it hold up under audit.

If you’re an investor, AI will start to change what you can expect from a cost seg study:

1. Faster turnaround times. You’ll get reports back in days instead of weeks. That gives you more time to plan before year-end instead of scrambling in March.
2. Lower costs in some cases. Automation will make smaller studies more affordable. That’s great for single-family and short-term rental owners who couldn’t always justify the spend.
3. More variability in quality. This is the big one. Not every “AI-powered” report will be built by people who actually understand the tax code. Some will be fully automated, with little or no CPA oversight.

That’s the part investors should watch out for.

If you’re hiring a firm that uses AI, make sure you ask a few simple questions:

Who signs off on the report?

Is a licensed CPA reviewing the classifications?

Can you defend the methodology if the IRS asks?

If the answer is vague, that’s a red flag.

Technology should make your report better, not riskier.

At Maven, our goal is simple: use AI where it helps, stay human where it matters.

Another rockstar joins the team

We just brought on Jade Blickenstaff as our new Account Manager.

I’m fired up about this one.

Jade started as a receptionist and worked her way up to Account Executive. She’s done it all from answering phones, writing reports, and managing client communications. She knows the cost seg world inside and out because she’s lived it.

What stood out to me most wasn’t just her experience... it’s her attitude. She’s sharp, humble, and hungry to keep growing. That’s exactly the kind of person we want on this team.

I think she’s going to crush it here. Excited to have her on board and see everything she accomplishes.

Welcome to the team, Jade!

If you’ve got a property and want to see what the numbers look like, book a call with me. I’ll run an upfront analysis, show you the potential tax savings, and help you decide if it’s the right year to pull the trigger.

Talk soon,
Sean

CPA | Founder of Maven Cost Seg

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