Cost Segregation Strategies is built on the combined expertise of the Cost Segregation Initiatives team. Below are the professionals behind every study we deliver.
We are more than a company; we are a community, a collective of individuals driven by a shared vision. Explore the pages of our story, where every triumph, challenge, and decision has shaped the unique identity that defines us. Welcome to the heart of our narrative—welcome to our story.
Clients
2000+
Over 2000 satisfied clients trust our expertise and exceptional services.
Projects
3500+
We've successfully completed over 3000 projects, delivering outstanding results every time.
Satisfied Clients
100%
For trust and transparency, we state fees upfront to eliminate any unexpected surprises. As a firm that thrives on repeat business and referrals, your peace of mind is our primary focus.
Support
100%
At no additional cost, CSI will fully defend our findings in the event of an audit, providing all the necessary documentation required by the IRS.
Accuracy
95%+*
Based on our extensive experience, your CSI estimate is highly accurate as to what your full study will deliver.
*while most estimates are above 95% accuracy, we cannot guarantee yours will be
experts only
15+ Years
Your study will performed by partners who are US-based Certified Cost Segregation Professionals (CCSP). No off-shore consultants or junior partners.
At Cost Segregation Strategies/Cost Segregation Initiatives, we combine engineering-based precision with decades of tax expertise to unlock maximum cash flow for commercial property owners. Our team brings together a unique blend of Big 4 accounting, engineering, executive advisory, and account executive backgrounds. Our business is almost exclusively referral-based.
We are not a CPA firm, but as a dedicated technical partner trusted by CRE brokers, developers, property owners, and their tax professionals, nationwide. Our engineering-based studies are built on a bedrock of integrity and historical IRS compliance, ensuring that every accelerated depreciation claim we deliver stands up to the most rigorous scrutiny. Explore the backgrounds of the experts leading our firm and driving defensible results for your bottom line.
Bradley Charleson
Brad brings nearly 20 years of cost segregation experience, combining deep expertise in strategic partnerships with a proven track record in enterprise sales and business development.
Since partnering with CSI in 2008, he has specialized in helping CPAs and commercial real estate professionals elevate their client relationships by introducing strategic tax-saving solutions that create immediate value and strengthen their credibility as trusted advisors.
Brad's diversified background includes senior sales leadership roles in technology, medical devices, and professional services, experience that uniquely positions him to understand the business challenges for a broad spectrum of clients. His consultative approach focuses on building long-term relationships and his ability to navigate complex projects has been instrumental in CSI's growth.
President, Cost Segregation Initiatives
Curt Gautreau, CPA, CCSP
Curt Gautreau is President of Cost Segregation Initiatives and a Certified Member of the American Society of Cost Segregation Professionals (CCSP #C0020-12). For more than 2 decades, he has consulted directly with CPAs and real estate owners and developers nationwide on cost segregation and the surrounding tax strategy, including real estate taxation, depreciation, accounting method changes, passive losses, and capitalization rules.
Curt served many years as National Vice President of the American Society of Cost Segregation Professionals and former chair of its Technical Standards Committee. He is a member of the AICPA, past president of the Baton Rouge Chapter of the Louisiana Society of CPAs, and a member of the Young Entrepreneurs Organization.
Managing Member, Cost Segregation Initiatives
Dante Romano, PMP, CCSP
Dante Romano is a Managing Member with Cost Segregation Initiatives and a Certified Cost Segregation Professional (CCSP #C0152-11). Over the past decade, he has completed cost segregation studies for clients ranging from Fortune 500 companies to individual real estate investors, across property types including office, manufacturing, retail, and specialty facilities. He has overseen the completion of more than 1,500 studies.
Before entering the cost segregation industry, Dante spent more than 10 years with major construction firms, including The Shaw Group (now Chicago Bridge and Iron), working as a cost estimator, submittal manager, and quality control specialist. That construction background directly informs the technical rigor of every study he conducts.
Dante earned his bachelor's degree from Louisiana State University with a concentration in construction management. He holds both the Project Management Professional (PMP #1863105) and Certified Cost Segregation Professional certifications.
Regional Director, Cost Segregation Initiatives
Joel Grushkin
Joel Grushkin brings more than 40 years of executive experience to the CSI organization. His career began with 11 years at Arthur Young & Company (now EY), where he served as a Principal and Director of the firm's Management Services Practice and was a member of AY's National Real Estate Industry Specialty Practice Group.
His cost segregation work spans developers and owners across virtually every commercial property type: office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions, multifamily residential, and senior living.
Joel was a founding shareholder and Chairman of the Private Equity/Venture Capital Practice Group at DHR International, the nation's fifth-largest retained executive search firm. He also served as Chief Operating Officer of a national consulting firm serving financial institutions, real estate developers, the FHLBB, and FSLIC. He has held CEO, COO, and CFO roles at both holding company and operating company levels across real estate development, home building, financial services, mortgage banking, retail/entertainment, and automotive