We can help your clients save thousands on taxes while giving you a referral fee. Everybody wins.
In our effort to reach out to more owners of commercial buildings, we are looking for real estate agents that would be willing to give information about our tax-saving services to their clients. If your clients are interested in learning more, we would love to set up a conference call with them. As a thank you, we will give you a 10% referral fee off the top of the overall fee. This could mean thousands of dollars in your pocket just by providing your clients the tools to reduce their tax liability. If any of your clients are interested in learning more, we will run a no-cost, no-obligation analysis for them.
We understand that not all business owners want to give out their information to strangers. If your client wants to remain anonymous until after seeing the preliminary analysis, we would be happy to send the analysis straight to you.
Sources for Real Estate Agents.
General Information Packet.
The Lumpkin Agency’s general information packet includes details about the 2017 Tax Cuts and Jobs Act, the CARES Act, and real study results from CSSI in partnership with the Lumpkin Agency.
Sample Studies.
We compiled ten different CSSI sample studies on a range of properties, from a hotel to a medical office. These sample studies should help your clients gain a greater understanding of how cost segregation can help them reduce taxable income, accelerate depreciation, and maximize savings.
Helpful Scripts.
Need help with the verbiage to talk to your clients? Our sample scripts are here to guide you as you explain what cost segregation is to your clients, familiarizing them with CSSI and the Lumpkin Agency, and how to get information needed to run a no-cost, no-obligation preliminary analysis.
Request a Preliminary Analysis for your Client.
Request a no-cost, no obligation preliminary analysis for your client. We will send you the estimate in 24-72 hours.