The Leading Cost Segregation Firms in California: 2025 Analysis

When real estate investors in California aim to enhance their tax benefits through cost segregation, selecting the right firm can greatly impact the quality of their study and the potential savings. Let's take a look at the leading firms that have set themselves apart in California's competitive landscape.

Understanding the Evaluation Criteria

Before we look at the list, it's essential to grasp the criteria used to evaluate these firms. The analysis took into account several factors, including:

• Engineering expertise and qualifications of the team

• Volume and complexity of studies completed

• Quality and defensibility of the reports

• Client satisfaction and feedback

• Industry recognition and certifications

• Familiarity with California-specific building codes and regulations

The Top 5 Cost Segregation Firms in California

1. Leo Berwick (Coronado)

   Leo Berwick’s M&A tax services provide expert guidance for company sales, purchases, and mergers. They blend traditional engineering expertise with cutting-edge technology solutions, ensuring precision and efficiency. Known for their work with sustainable building components and LEED-certified properties, they bring a forward-thinking approach to tax strategies in an evolving market.

   
   
   
   

   

   
   

2. KBKG Tax Solutions (Pasadena) 

   KBKG is a client-centric firm that offers a wide range of tax services, focusing on delivering value to its clients. They provide services tailored to the specific needs and interests of individuals, companies, and accounting systems. KBKG offers expertise in areas such as tax credits, deductions, and cost recovery. They also provide updates on IRS regulations, state and federal tax news, and industry-specific credits and incentives.

   
   
   
   

   

   
   

3. Gose LLP (Camarillo)

   Gose is a specialized financial consulting firm dedicated to helping clients with their financial portfolio through expert services in Cost Segregation, Fractional CFO support, and M&A Advisory. With a team of seasoned professionals, including tax experts, engineers, and accountants, Gose delivers tailored strategies that align with each client's unique financial objectives. Their expertise spans various property types, from office buildings and retail spaces to industrial facilities and large-scale development projects.

   
   
   
   

   

   
   

4. United Tax Advisors (Orange County) 

   What sets them apart is their comprehensive, engineering-based approach and a deep understanding of California’s complex real estate market. With 20+ years of cost segregation expertise, their team follows IRS-compliant methodologies to ensure accuracy and compliance. Their efficient 2-3 week turnaround and detailed documentation make them a trusted partner for clients seeking precision and reliability.

   
   
   
   

   

   
   

5. Pacific Cost Segregation (Hacienda Heights) 

   With over 35 years of industry experience, Pacific Cost Segregation has earned a reputation for excellence in Real Estate Acquisition Studies and Pre-Construction Design Services. Their specialized expertise lies in navigating California’s strict environmental regulations and building codes, ensuring compliance while maximizing tax benefits. Their strategic, detail-driven approach helps investors and developers optimize their portfolios with confidence.

Making the Right Choice

When selecting a cost segregation firm in California, consider:

• The firm's experience with your specific property type

• Their understanding of local building practices and regulations

• The composition of their engineering team

• Their quality control processes

• Their experience with properties similar to yours in size and complexity

The Future of Cost Segregation in California

As California remains at the forefront of sustainable building practices and technological advancements, cost segregation firms are evolving their approaches. The adoption of energy-efficient systems and smart building technologies is opening up new avenues for property owners to enhance depreciation through cost segregation studies.

This list serves as a useful starting point for property owners in search of cost segregation services in California. However, the ideal firm for your unique needs may vary based on your property type, location, and specific circumstances. It’s advisable to consult with several firms and your tax advisors before making a final choice.