LEGAL

Terms of Service

These Terms of Service (this “Agreement” or “Terms”), govern your use of the Basis Cost Segregation, LLC, (“Service Provider”, “Basis”, “we”, "us,", or "our") and the Customer, when using Service Provider’s website, application, estimates, reports, and related services. Questions may be directed to Support@basiscostseg.com.

WHEREAS, Service Provider has the capability and capacity to provide certain cost segregation studies for residential real estate services; and

WHEREAS, Customer desires to retain Service Provider to provide the said services under the terms and conditions hereinafter set forth, and Service Provider is willing to perform such services;

NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter set forth and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Service Provider and Customer (hereinafter, collectively, the "Parties", or each, individually, a "Party") agree as follows:

Effective Date

Effective date: June 14, 2026.

About These Terms

These Terms of Service govern your use of the Basis Cost Segregation, LLC website, application, estimates, reports, and related services. By using the service, you agree to these Terms.

Our services are intended for Customers and properties in the United States. Questions may be directed to Support@basiscostseg.com.

Services

Service Provider shall provide to Customer the services (the "Services") set out in one or more statement of work to be issued by Customer and accepted by Service Provider (each, a "Statement of Work" or “Invoice”). The initial accepted Statement of Work is attached hereto as Exhibit A. Additional Statements of Work shall be deemed accepted only if agreed upon in writing by both Parties.

The BASIS Residential Cost Segregation Study includes a property-specific report and supporting materials prepared solely for the Customer based on the information provided through the website intake process. Any services not expressly included in the base study, including tax return preparation, Form 3115 services, tax advice, audit defense, or enhanced support services, are excluded unless separately purchased and confirmed in writing. The study is designed to provide a residential cost segregation report for the specific property and facts submitted through the website intake workflow. The report is intended to be CPA-ready.

Service Provider Records

Service Provider will maintain complete and accurate records relating to the provision of the Services under this Terms, including records materials used by Service Provider in providing the Services in such form as Customer shall approve. During the Term and for a period of ONE year after, upon Customer's written request, Service Provider shall allow Customer or Customer's representative to inspect and make copies of such records and interview Provider Representatives in connection with the provision of the Services; provided that Customer provides Service Provider with 30 days advance written notice of the planned inspection and any such inspection shall take place during regular business hours, no more than once per year.

Customer Obligations

Customer shall designate one of its employees or agents to serve as its primary contact with respect to this Agreement and to act as its authorized representative with respect to matters pertaining to this Agreement (the "Customer Contract Manager"), with such designation to remain in force unless and until a successor Customer Contract Manager is appointed, in Customer's reasonable discretion.

Customer is responsible for providing accurate, complete, and truthful information. BASIS may rely on such information without independent verification and is not required to consider information provided through emails, text messages, verbal communications, or other channels unless expressly accepted in writing. By ordering a study or completing website intake, you represent that you are the property owner or an authorized representative and have authority to provide accurate and complete information to BASIS for use in preparing the study. BASIS has no obligation to begin or complete a study until the required intake is completed, sufficient information has been provided, and the Customer has reasonably cooperated with all requests for additional information, clarification, or documentation. You may obtain an estimate, before proceeding with the paid report workflow process. If you choose to purchase a report, payment may be collected before completion of guided intake. You may finish the remaining intake at your convenience, after which the file moves for review.

Customer acknowledges that the accuracy and reliability of any report, recommendation, or deliverable prepared by Basis is dependent upon the information provided by Customer. If Customer fails to provide accurate, complete, current, or truthful information, the resulting report may be inaccurate, incomplete, delayed, or unsuitable for its intended purpose. Basis shall have no liability for any losses, damages, claims, penalties, or adverse consequences arising from or related to Customer's failure to provide accurate or complete information, and Basis reserves the right to suspend, revise, or terminate services if it determines that information provided by Customer is materially inaccurate or incomplete.

If intake is incomplete, BASIS may send reminder emails periodically. If intake is not completed within 30 days, BASIS may place the order on hold, close the order, or handle the order on a case-by-case basis. If the Customer returns after an order has been closed or placed on hold, BASIS may decide, in its discretion, whether to resume the order, require updated information, issue a credit, or require a new order.

The Customer Contract Manager or Customer is required to respond reasonably promptly to any reasonable requests from Service Provider for instructions, information or approvals required by Service Provider to provide the Services. Refund requests after completed intake but before report delivery may be evaluated by BASIS on a case-by-case basis. This does not create an obligation to issue a refund outside this policy.

Services Disclaimer

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.

For the purposes of a cost segregation study, a "CPA-ready" means that reports are formatted and organized for review by a tax professional. It does not indicate CPA approval, tax advice, filing approval, or any assurance regarding the treatment of items on a tax return. Customers are responsible for consulting their own qualified advisors before making any tax, accounting, or filing decisions.

Tax Outcome Not Guaranteed by Basis

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.

Payment is required at checkout before BASIS commences intake review, report preparation, or any other paid service work.

Payment processor fees are nonrefundable to the extent they are not refunded or credited to BASIS by the applicable payment processor or to the extent non-refundability is consistent with the payment processor’s standard practices.

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.

Delivery timing may vary based on property complexity, completeness of inputs, support needs, professional review requirements, holidays, high-volume periods, or operational availability. Delivery is generally three to five (3-5) business days after intake. Delivery time is not guaranteed. BASIS reserves the right to extend delivery timelines as reasonably necessary.

Any stated delivery timeframe of three to five (3-5) business days begins only after payment has been received, all required intake information has been submitted, and the file is deemed ready for internal review. Delivery may be delayed by follow-up questions, requests for additional information, quality-control procedures, or other operational requirements.

Fees and Expenses

For the Services to be performed hereunder, the Customer will pay to Service Provider a fee determined in accordance with the fee schedule set out at the time of purchase. Unless otherwise provided, said fee will be payable by the Customer of an invoice from Service Provider accompanied by documentation reasonably requested by the Customer evidencing all charges. 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.

Any additional services requested by Customer, including expedited processing, supplemental analyses, revisions resulting from inaccurate information supplied by Customer, or other services outside the standard report scope, may be subject to additional fees, which shall be disclosed and approved by Customer in writing before commencement of such services. All fees are due and payable in accordance with the invoice terms provided by Company.

The Customer shall reimburse Service Provider for all reasonable expenses incurred. All Service Provider expenses not meeting the requirements of this Agreement or the Statement of Work to which it applies shall be the sole responsibility of the Service Provider.

Basis reserves the right to change, modify, create, include, exclude, or institute a payment structure, when applicable.

Installment payments are not available unless BASIS specifically displays an installment option at checkout.

The Customer agrees to contact BASIS first to attempt to resolve any billing concern before initiating a chargeback or payment dispute with a card issuer or payment provider.

Refunds and Cancellations

Customer 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. Each report is uniquely created using custom professional-support work based on your unique specific property.

The Customer is not entitled to any refund, credit, or adjustment due to dissatisfaction with the amount of depreciation identified, anticipated or actual tax benefits, refund impact, filing position, tax treatment, tax outcome, or any decision or recommendation of the Customer’s CPA, tax preparer, tax advisor, or other professional advisor.

No refund, credit, or adjustment will be provided based on any decision by the Customer’s CPA, tax preparer, tax advisor, or other professional advisor not to use, rely upon, accept, implement, or agree with the report or its conclusions.

The Customer bears sole responsibility for all information submitted through the website intake process, and no refund, credit, or adjustment will be available for any error, omission, delay, limitation, determination, or outcome attributable to inaccurate, incomplete, inconsistent, outdated, revised, or unauthorized information provided by the Customer or any owner-approved representative.

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.

Basis shall promptly notify Customer of any actual or reasonably suspected unauthorized access to, acquisition of, disclosure of, loss of, or compromise of Customer data, Confidential Information, or systems used to provide the Services. Basis will promptly investigate the Security Incident, take all commercially reasonable measures necessary to contain, mitigate, and remediate its effects, and reasonably cooperate with Customer in connection with any required notifications, regulatory inquiries, audits, investigations, or remedial actions.

Each party shall comply with all applicable data protection, privacy, cybersecurity, and breach-notification laws and regulations relating to the collection, access, use, storage, processing, transmission, and protection of data under this Terms. Basis may retain copies of completed reports if reasonably necessary for legal, compliance, accounting, dispute, audit support, tax, or business record purposes.

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 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, or aggregated data products.

Intellectual Property

BASIS retains all ownership rights in its reports, methodologies, software, workflows, materials, and other intellectual property. The Customer receives a limited, non-transferable license to use the delivered report only for the specific property and related tax, accounting, financing, audit, or recordkeeping purposes and may not reproduce, resell, reverse engineer, publish, repurpose, or otherwise use BASIS materials, services, or intellectual property beyond the rights expressly granted under this Agreement.

Confidentiality

All non-public, confidential or proprietary information of Customer ("Confidential Information"), including, but not limited to, specifications, names, addresses, pricings, any other private data or other items relevant to this transaction, disclosed by Customer to Service Provider, whether disclosed orally or disclosed or accessed in written, electronic or other form or media, and whether or not marked, designated or otherwise identified as "confidential," in connection with this Agreement is confidential, solely for Service Provider's use in performing this Agreement and may not be disclosed or copied unless authorized by Customer in writing.

Confidential Information does not include any information that:

  • Is or becomes generally available to the public other than as a result of Service Provider's breach of this Agreement;
  • Is obtained by Service Provider on a non-confidential basis from a third-party that was not legally or contractually restricted from disclosing such information;
  • Service Provider establishes by documentary evidence, was in Service Provider's possession prior to Customer's disclosure hereunder. Upon Customer's request, Service Provider shall promptly return all documents and other materials received from Customer.

Term, Termination, Account Suspension, and Survival

This Agreement shall commence as of the Effective Date and shall continue thereafter until the completion of the Services, subject to earlier termination.

Termination by Basis:

Basis may suspend or terminate your account if you violate these Terms, including through:

  • Misuse or abuse of the service;
  • Submission of 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
  • Failure 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.

Customer Termination:

Customer may terminate the Services at any time prior to the commencement of the intake process, prior to checkout, or for any other reason expressly permitted under this Agreement. Customer can terminate for any reason before intake. For additional information regarding termination rights and procedures, Customer may contact Service Provider at Support@basiscostseg.com.Requests for account closure may be subject to reasonable verification procedures, including confirmation of the account holder's identity, review of applicable record-retention requirements, and such additional authorization or confirmation steps as Service Provider deems necessary prior to effectuating account deletion. Closure or termination of an account shall not entitle Customer to any refund, credit, or reimbursement for Services previously rendered, purchased, delivered, or otherwise made available through the Customer's account or dashboard. Following account closure, Service Provider's retention, deletion, and processing of Customer data shall be governed by the terms of the Privacy Policy, as may be amended from time to time.

Either Party may terminate this Agreement, effective upon written notice to the other Party (the "Defaulting Party"), if the Defaulting Party:

  • Materially breaches this Agreement, and such breach is incapable of cure, or with respect to a material breach capable of cure, the Defaulting Party does not cure such breach within 30 days after receipt of written notice of such breach.
  • Engages in fraud, gross negligence, willful misconduct, or any activity that materially impairs the terminating party's rights or interests under this Agreement.
  • Makes a general assignment for the benefit of creditors.
  • Has a receiver, trustee, custodian or similar agent appointed by order of any court of competent jurisdiction to take charge of or sell any material portion of its property or business.

Upon expiration or termination of this Agreement for any reason, Service Provider shall promptly:

  • Deliver to Customer all documents, work product and other materials, whether or not complete, prepared by or on behalf of Service Provider in the course of performing the Services for which Customer has paid.
  • Return to Customer all Customer-owned property, equipment or materials in its possession or control.
  • Deliver to Customer, all documents and tangible materials (and any copies) containing, reflecting, incorporating or based on Customer's Confidential Information.
  • Provide reasonable cooperation and assistance to Customer, upon Customer's written request, and at Customer's expense, in transitioning the Services to an alternate service provider.
  • On a pro rata basis, repay all fees and expenses paid in advance for any Services which have not been provided.

Access to Delivered Reports After Termination:

If your account is terminated for any reason, you will have thirty (30) days from the date of termination notice to access your account and download any reports that were delivered to you. After this thirty (30) day period, access to such reports may be suspended or permanently no longer available. Basis strongly recommends Costumer promptly download and retain copies of all delivered reports upon receipt.

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.

Indemnification

Basis shall defend, indemnify, and hold harmless Customer and its officers, directors, employees, agents, successors, and assigns from and against any and all third-party claims, actions, demands, suits, damages, liabilities, judgments, settlements, penalties, fines, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:

  • Basis's gross negligence or willful misconduct;
  • Basis's material breach of this Agreement; or
  • Allegations that the Services, as provided by Basis and used in accordance with this Agreement, infringe or misappropriate any third party's intellectual property rights.

Customer shall defend, indemnify, and hold harmless Basis and its officers, directors, employees, agents, successors, and assigns from and against any and all third-party claims, actions, demands, suits, damages, liabilities, judgments, settlements, penalties, fines, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to:

  • Customer's gross negligence or willful misconduct;
  • Customer's material breach of this Agreement; or
  • Customer's use of the Services in violation of applicable law or the terms of this Agreement.

A party seeking indemnification under this Section shall:

  • Promptly notify the other party (the "Indemnifying Party") in writing of any claim for which indemnification is sought; provided, however, that any delay in providing notice shall not relieve the Indemnifying Party of its obligations except to the extent materially prejudiced by such delay;
  • Provide reasonable cooperation and assistance in the defense of such claim at the Indemnifying Party's expense; and
  • Permit the Indemnifying Party to assume control of the defense and settlement of the claim through counsel of its choosing.

Except to the extent prohibited by applicable law, the indemnification obligations set forth in this Section constitute each party's sole and exclusive remedy with respect to third-party claims covered by this Section.

Remedies

If the service provider violates any provision of this Agreement, for which remedies are stated in this Section, the customer shall, in addition to any damages to which it is entitled, be entitled to seek immediate injunctive relief against the service provider prohibiting further actions inconsistent with the service provider's obligations under this Agreement.

To the fullest extent permitted by applicable law, Customer's sole and exclusive remedy for any claim arising out of or relating to the Services, reports, estimates, website, application, or this Agreement shall be limited to direct damages actually incurred and shall in no event exceed the limitation of liability set forth in Section 19. Customer expressly waives any right to recover indirect, incidental, consequential, special, exemplary, punitive, speculative, or enhanced damages, including lost profits, lost business opportunities, lost tax benefits, anticipated tax savings, audit outcomes, financing outcomes, professional fees, or goodwill.

Except as expressly provided in this Agreement, BASIS makes no representation, warranty, guarantee, or covenant regarding any tax treatment, depreciation allocation, filing position, deduction, refund, cost recovery amount, IRS acceptance, state tax acceptance, audit result, lender acceptance, financial outcome, or economic benefit. Customer agrees that dissatisfaction with a report, tax outcome, advisor recommendation, depreciation result, audit determination, financing decision, or anticipated financial benefit shall not give rise to any claim for damages, rescission, refund, offset, or other monetary recovery against BASIS.

In any action, suit, arbitration, mediation, or proceeding arising out of or relating to this Agreement in which BASIS is the substantially prevailing party, BASIS shall be entitled to recover its reasonable attorneys' fees, costs, expenses, expert witness fees, collection costs, and related expenditures from Customer to the fullest extent permitted by law.

The rights and remedies provided under this Agreement are cumulative and not exclusive. Any failure or delay by BASIS in exercising any right, remedy, power, or privilege under this Agreement shall not operate as a waiver thereof, nor shall any single or partial exercise preclude any other or further exercise of any right, remedy, power, or privilege. Basis's election to provide a refund, credit, accommodation, extension, or other customer service resolution in any instance shall not create any obligation to provide similar relief in any other instance.

Customer acknowledges that any damages arising from an unauthorized use or disclosure of Confidential Information may vary depending on the nature and circumstances of the alleged breach. Accordingly, Service Provider shall be liable only for direct damages actually incurred by Customer and proven in accordance with applicable law. In no event shall Service Provider be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, including any loss of profits, revenue, goodwill, business opportunities, or anticipated savings, arising out of or relating to any alleged breach of the confidentiality obligations set forth in this Agreement. To the fullest extent permitted by law, Service Provider's aggregate liability for any and all claims arising from or related to a breach of its confidentiality obligations shall not exceed the total fees paid by Customer under this Agreement during the twelve (12) months preceding the event giving rise to the claim. The remedies set forth herein shall constitute Customer's sole and exclusive monetary remedies for any breach of this Section.

To the extent a Party is required to seek enforcement of this Agreement or otherwise defend against an unsuccessful claim of breach, the unsuccessful party shall be liable for all attorney's fees and costs incurred by the successful party to enforce the provisions of this Agreement.

Limitation Of Liability

To the fullest extent allowed by law, BASIS’s total liability for any claim arising out of or relating to this Agreement, the BASIS Residential Cost Segregation Study, any report, any estimate, any website tool, any refund dispute, any audit support, or any related service is limited to the amount the Customer paid to BASIS for the specific service giving rise to the claim.

To the fullest extent allowed by law, BASIS will not be liable for any indirect, incidental, special, consequential, punitive, exemplary, or similar damages.

To the fullest extent allowed by law, BASIS will not be liable for lost profits, lost revenue, lost tax benefits, lost deductions, disallowed deductions, denied depreciation, denied bonus depreciation, tax penalties, tax interest, IRS adjustments, state tax adjustments, audit costs, CPA fees, tax preparer fees, attorney fees, professional fees, financing losses, investment losses, or any IRS, state taxing authority, CPA, tax preparer, advisor, lender, or third-party decision. 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.

Warranties

Basis warrants that the Services shall be performed in a professional and commercially reasonable manner consistent with generally accepted industry standards and in compliance with all applicable laws and regulations. Basis further warrants that it possesses and shall maintain all licenses, permits, and authorizations required to perform the Services under this Agreement. Except for the express warranties set forth in this Agreement, the Services are provided "as is," and Basis makes no other representations or warranties, whether express, implied, statutory, or otherwise. Basis expressly disclaims all implied warranties, including, without limitation, any implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, or any warranties arising from a course of dealing, course of performance, or usage of trade. Customer acknowledges that no warranty exists that the Services will be uninterrupted, error-free, or guarantee any particular result unless expressly stated in this Agreement.

BASIS does not warrant that the report will result in a deduction, tax benefit, refund, IRS acceptance, state taxing authority acceptance, CPA acceptance, tax preparer acceptance, audit success, or any other specific result.

Dispute Resolution

As a condition precedent to initiating any legal action arising out of or relating to these Terms, the claiming party must first provide written notice to the other party describing the dispute in reasonable detail, including the factual and legal basis for the claim and the relief sought. The parties shall use good-faith efforts to resolve the dispute through direct negotiation for a period of thirty (30) days following receipt of the notice. No legal proceeding may be commenced during this thirty (30) day resolution period, except where a party seeks emergency injunctive relief.

Mediation

If informal resolution does not resolve the dispute within thirty (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.

Entire Agreement

This Agreement, including all exhibits, schedules, attachments, terms at checkout, Basis Privacy Policy, Estimate Disclaimer, Report Disclaimer, Refund Policy, and Audit Support Policy, and appendices, forms the agreement between the Customer and BASIS for the paid service. It constitutes the entire agreement between the Parties regarding its subject matter and supersedes all prior and contemporaneous discussions, agreements, representations, and understandings, whether oral or written. Each Party acknowledges that it is not relying on any statement, promise, or representation not expressly set forth in this Agreement and is instead relying on its own judgment and, where applicable, the advice of its legal counsel.

Notices

Any notice required or permitted under this Agreement shall be provided by email or other written communication. Notices to BASIS shall be sent to Support@basiscostseg.com unless BASIS designates another address. Notices to Customer shall be sent to the email address provided during checkout or account registration. Notices shall be deemed received when transmitted, absent evidence of delivery failure.

Severability

If any term or provision of this Terms is found by a court of competent jurisdiction to be invalid, illegal or unenforceable, such invalidity, illegality or unenforceability shall not affect any other term or provision of this Terms or invalidate or render unenforceable such term or provision in any other jurisdiction; provided, however, that if any fundamental term or provision of this Terms including, is invalid, illegal or unenforceable, the remainder of this Terms shall be unenforceable. Upon a determination that any term or provision is invalid, illegal or unenforceable, the Parties shall negotiate in good faith and, if necessary, the court may modify this Terms to effect the original intent of the Parties as closely as possible in order that the transactions contemplated hereby be consummated as originally contemplated to the greatest extent possible.

Compliance with Law

Service Provider is in compliance with and shall comply with all applicable laws, regulations and ordinances. Service Provider has and shall maintain in effect all the licenses, permissions, authorizations, consents and permits that it needs to carry out its obligations under this Agreement.

Amendment

No amendment to or modification of or rescission, termination or discharge of this Agreement is effective unless it is in writing, identified as an amendment to or rescission, termination or discharge of this Agreement and signed by an authorized representative of each Party.

Governing Law and Venue

These Terms are governed and construed by the laws of the State of Texas, without regard to conflict-of-law rules. If a dispute proceeds to litigation after mediation, the party’s consent to the exclusive jurisdiction of the state and federal courts located in Harris County, Texas.

Waiver of Jury Trial

Each Party acknowledges that any controversy that may arise under this Agreement, including exhibits, schedules, attachments and appendices attached to this Agreement, is likely to involve complicated and difficult issues and, therefore, each such Party irrevocably and unconditionally waives any right it may have to a trial by jury in respect of any legal action arising out of or relating to this Agreement, including any exhibits, schedules, attachments or appendices attached to this Agreement, or the transactions contemplated hereby.

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 Information

Questions about this Agreement may be directed to:

BASIS Cost Segregation, LLC Doing business as BASIS Cost Segregation 712 Wilcrest Drive #1187 Houston, TX 77042 Email: Support@basiscostseg.com

basiscostseg.com

Version History

June 14, 2026.

EXHIBIT A

INITIAL STATEMENT OF WORK

Cost segregation study for real estate properties. Generally, each study requires five business days but may require more. Standard cost segregation costs $1,795. Custom projects vary in time and cost, depending on the project.

The services include:

  • Residential Cost Segregation Studies
  • Cost Segregation Estimates
  • Property Data Collection and Intake Services
  • Report Preparation and Documentation
  • CPA-Ready Reporting
  • Professional Review Support
  • Supplemental and Custom Analysis Services
  • Customer Support Services
  • Other services that may be purchased separately.
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