Effective Date
Effective date: June 14, 2026.
About These Terms
These Terms of Service ("Terms") govern your use of the Basis Cost Segregation, LLC ("Basis," "we," "us," or "our") website, application, estimates, reports, and related services. By using the service, you agree to these Terms.
Our services are intended for users and properties in the United States only. Questions may be directed to Support@basiscostseg.com.
Use Of The Service
Basis provides online tools, estimates, intake workflows, and cost segregation report preparation for US-based users and properties. You are responsible for providing accurate, complete, and truthful information. Basis relies on your submissions to prepare reports, and we are not responsible for errors or omissions in reports that result from inaccurate or incomplete inputs.
You may begin with an estimate, then start the paid report workflow when you are ready. If you purchase a report, checkout may occur before the guided intake is complete, and you may finish the remaining intake at your own pace before the file moves into review.
No Legal Or Tax Advice
Basis is not a law firm, CPA firm, tax advisor, appraisal firm, or investment advisor. The service and all reports are provided for informational and documentation support purposes only. We do not provide legal, tax, accounting, audit-defense, investment, or financial advice.
References to "CPA-ready" materials mean that reports are organized and formatted for review by your tax professional. CPA-ready does not mean CPA approval, tax advice, filing approval, or guaranteed treatment on any tax return. You should review any report, tax position, depreciation election, or filing decision with your own qualified professionals before acting on it.
No Guaranteed Tax Outcome
Basis does not guarantee any deduction, depreciation treatment, tax result, audit outcome, IRS acceptance, state tax acceptance, lender acceptance, or financial benefit of any kind.
Any estimate, savings range, accelerated depreciation amount, or tax-deferral figure provided is preliminary and for planning support only. Actual results may differ and depend on your property facts, cost basis, tax year, filing elections, passive activity limitations, advisor review, and your complete filing posture.
Reports are prepared to support documentation and professional review. Audit outcomes depend on the facts, records, filing position, applicable law, and reviewer judgment. Basis does not guarantee IRS or state acceptance of any position taken in reliance on a report.
Payment And Delivery
Payments are processed by Stripe. Basis does not store full payment card numbers, CVV or security codes, or bank account credentials. We retain ordinary business records including purchase status, receipt details, invoice details, transaction status, service history, and support records.
Checkout may be presented before the guided report intake is fully complete. Payment starts the paid report workflow, but delivery timing begins only after payment confirmation, completed intake, and internal review readiness. Our target for standard residential reports is delivery within 3-5 business days after those conditions are met. This is a target, not a guarantee. Delivery timing may vary based on property complexity, completeness of inputs, support needs, professional review requirements, holidays, high-volume periods, or operational availability.
3-5-business-day delivery references apply after payment confirmation, completed intake, and internal review readiness. Advisor questions and operational constraints may require additional time.
Pricing
Prices are set at the time of purchase. If Basis changes its pricing after you have placed an order, your order will be honored at the price you paid. New pricing applies to new orders only. Basis reserves the right to change prices at any time for future orders with reasonable notice posted to the website or application.
If Basis discontinues a service tier you have purchased but not yet used, we will contact you to arrange fulfillment under a comparable available service or issue a refund at our election.
Refunds
You may request a full refund before completed intake. If we determine that the property is outside our service scope, you may also request a full refund. Refund requests after completed intake but before report delivery may be evaluated case by case. Once the completed report has been delivered or made available in your dashboard, the payment is non-refundable because the service has been completed and the report is custom professional-support work based on your specific property inputs.
Refund terms should be reviewed before payment. If a checkout page, invoice, or order flow includes additional purchase terms, those terms apply to that order unless they conflict with non-waivable rights under applicable law.
Basis may provide refunds or credits at its discretion for duplicate charges, technical failures, or circumstances where we are unable to deliver the purchased service. Nothing in these Terms limits any non-waivable rights you may have under applicable law.
To request a refund, contact Support@basiscostseg.com.
Reports And Records
Basis maintains records of reports we generate and the supporting information needed to operate, reproduce, support, and review those reports, in accordance with our Privacy Policy.
Delivered reports are your work product. You may use your delivered reports for your own tax and business records and for review by your professional advisors.
Your Content And License To Basis
You retain ownership of all information, documents, and materials you submit to the service. Basis does not sell customer information or share it for advertising, marketing, lead generation, or data brokerage.
By submitting information to the service, you grant Basis a limited, non-exclusive license to use, store, process, and copy your submissions solely as needed to provide, deliver, support, maintain, secure, document, and reproduce your requested service and generated reports. This license does not permit Basis to use your submissions for any other purpose, including advertising, marketing, AI or machine learning model training, or aggregated data products.
Account Suspension And Termination
Termination by Basis
Basis may suspend or terminate your account if you violate these Terms, including through misuse or abuse of the service; submit false, fraudulent, or materially inaccurate information; attempt to access another user's account or data; use the service for unlawful purposes or in violation of applicable law; or fail to pay for services rendered after reasonable notice.
Where feasible, Basis will provide written notice and a reasonable opportunity to cure before termination, except where immediate suspension is necessary to protect the security or integrity of the service or other users.
Access to Delivered Reports After Termination
If your account is terminated for any reason, you will have 30 days following the termination notice to log in and download any reports that were delivered to you prior to termination. After that 30-day window, access may no longer be available. Basis strongly recommends downloading and saving all delivered reports to your own records upon receipt.
Termination by You
You may request account closure through your account settings or by contacting Support@basiscostseg.com. Account closure requests may require identity verification, retention review, and confirmation steps before deletion is completed. Closing your account does not entitle you to a refund for services already delivered or made available in your dashboard. Data retention following account closure is governed by our Privacy Policy.
Acceptable Use
You may not misuse the service, interfere with the application or its infrastructure, attempt to access another user's account or data, submit unlawful materials, or use the service for properties or filings outside the intended US-based scope. Violations may result in account suspension or termination and, where appropriate, referral to relevant authorities.
Limitation Of Liability
To the maximum extent permitted by applicable law, Basis Cost Segregation, LLC is not liable for indirect, incidental, special, consequential, punitive, or exemplary damages arising out of or related to your use of the service, including lost profits, lost tax benefits, audit penalties, or advisor costs, even if Basis has been advised of the possibility of such damages.
Basis's total liability for any claim arising out of or related to the service is limited to the amount you paid for the specific service giving rise to the claim.
Dispute Resolution
Informal Resolution First
Before initiating any legal proceeding, both parties agree to make a good-faith effort to resolve the dispute informally. The party with a dispute must send written notice to the other describing the claim and the relief sought. The parties will have 30 days from receipt of that notice to attempt resolution through direct communication.
Mediation
If informal resolution does not resolve the dispute within 30 days, either party may initiate non-binding mediation administered by the American Arbitration Association (AAA) under its Commercial Mediation Procedures, or by a mutually agreed mediator. Mediation shall take place in Texas or by remote proceeding by mutual agreement. Costs of mediation shall be shared equally unless otherwise agreed.
Participation in mediation is a prerequisite to filing any lawsuit, except where a party seeks emergency injunctive relief to prevent irreparable harm.
Governing Law And Venue
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles. If a dispute proceeds to litigation after mediation, the parties consent to the exclusive jurisdiction of the state and federal courts located in Texas.
General
These Terms, together with the Basis Privacy Policy, constitute the entire agreement between you and Basis regarding the service and supersede any prior agreements or understandings. If any provision of these Terms is found unenforceable, the remaining provisions continue in full force.
Basis reserves the right to update these Terms from time to time. Material changes will be communicated through the website, application, or email before taking effect. Continued use of the service after notice of a material change constitutes acceptance of the updated Terms. If a material change is unacceptable to you, you may terminate your account before the change takes effect.
Contact: Support@basiscostseg.com | Basis Cost Segregation, LLC | basiscostseg.com