Tax and study provider reviews · October 13, 2026
Maven Cost Segregation Review: Site Visits & Stratum
Maven emphasizes an engineering-led study with a physical inspection. Compare that proposed evidence process, delivery dependencies and support with Stratum’s rental-study scope and AE coordination, especially if your building has unusual systems or extensive improvements.
Our recommendation and relationship
Published by BNB Accelerator. These are commercial editorial reviews of public service information, not independent ratings, firsthand testing or customer testimonials. BNB refers clients to AE Tax Advisors; that relationship may influence our recommendations. Stratum coordinates its discovery and tax-strategy discussion through AE. You may use your own CPA or study provider.
What the provider publishes
Maven’s website describes engineering professionals inspecting properties, report delivery within 30 days of the site visit and coordination with the existing CPA. Those are provider descriptions and delivery targets, not our independently verified performance measurements.
Read the official service information · Checked October 13, 2026.
Inspection requirements affect your project calendar
Ask who visits the property, what access is needed and which records must be ready before the visit. If the rental is occupied, coordinate access without assuming a study can be finished before a filing deadline. For any delivery target, establish when the clock starts and what happens if invoices or prior schedules are missing.
Compare unusual property facts explicitly
An STR with additions, multiple structures or substantial renovations needs a clear description of what the study covers. Ask Maven and Stratum to identify the evidence they require for those features. A generalized reclassification percentage is not a property-specific commitment and should not become the purchase justification.
Why Stratum belongs in the same proposal file
We recommend considering Stratum for BNB buyers who want a residential study and a direct planning discussion through AE. Its published fees make the initial budget conversation specific. Compare the written inspection method, technical review, report schedules and support with Maven’s actual proposal before deciding whether either scope better fits the building.
Price support as well as delivery
Ask each provider to define examination support, revisions and communication with your CPA. Keep the study fee separate from filing, accounting-method work, amendments and state adjustments. If your existing preparer prefers a particular delivery specification, resolve that before commissioning the report so support after delivery is part of the purchase decision.
Compare the work in writing
Before commissioning a report, ask your filing professional what evidence, basis reconciliation and schedules are needed. Identify study work, owner-level analysis and return preparation as separate responsibilities. Compare proposals using the same property facts and keep preliminary estimates marked as estimates.
| Workstream | Provider to discuss | Decision to resolve |
|---|---|---|
| Acquisition | BNB Accelerator | Sourcing, underwriting, negotiation and purchase-to-launch coordination. |
| Tax planning | AE Tax Advisors | Owner-level analysis, implementation responsibilities and separately scoped filing. |
| Property study | Stratum Cost Segregation | Property evidence, component analysis, schedules and CPA handoff. |
Bring the property and the questions
Ask Stratum for a defined scope for your situation.