Case study / WordPress

Cost Segregation Pro

Property-owner education, advisor support, and a self-service path to a cost-segregation estimate.

Professional services website JK Dreaming portfolio

Cost Segregation Pro the homepage screenshot
01 / Project viewThe homepage
Cost Segregation Pro tax advisors screenshot
02 / Project viewTax advisors
Cost Segregation Pro about screenshot
03 / Project viewAbout

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Project
Professional services website
Platform
WordPress
Scope
UX strategy, design & development
Site detail
Property-owner education

01 / The brief

Begin with the savings question.

Property owners and tax advisors come to cost segregation with different questions. One wants to estimate potential savings; the other needs enough detail to recommend a study. The site gives each audience a route through the product, pricing, and next step.

02 / The experience

A route for tax advisors.

The advisor page gives professionals a place to understand the product before bringing it to a client. It sits beside the owner-facing estimate path rather than forcing both audiences through the same explanation.

Property-owner education / Tax advisor resources

Cost Segregation Pro Tax advisors screenshot
Figure 01Tax advisors
Cost Segregation Pro About screenshot
Figure 02About

03 / The details

The company behind the numbers.

The about page adds company context to a financial decision. Owners and advisors can learn who is offering the study before they start an account.

Tax advisor resources / Self-service estimate path

04 / Across screens

The same site on a smaller screen.

A look at how the project pages appear on mobile.

Cost Segregation Pro The homepage screenshot
01The homepage
Cost Segregation Pro Tax advisors screenshot
02Tax advisors
Cost Segregation Pro About screenshot
03About

05 / In the experience

What the site covers

Owner education, a savings calculator, advisor resources, pricing, and account creation form a self-service journey.

  • 01Property-owner education
  • 02Tax advisor resources
  • 03Self-service estimate path

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