See whether your tax years are worth a clean energy credit review.
If a profit year, business sale, distribution, real estate gain, or income spike pushed your federal tax liability higher, start with a private fit screen. We organize the facts and source materials for CPA or tax-attorney review before anyone relies on a structure.
No tax opinion. No qualification claim. Just a fit screen and a clear next step.
Private fit intake
Step 1 of 2Start with the five facts that matter.
This screen is for meaningful federal tax liability — roughly $60k+ in a 2023–2026 tax year, with a CPA or tax attorney involved or ready to review. Answer the first five questions to see whether a review is worth discussing.
- $60k+
- Starting liability screen
- 2023
- Prior-year review trigger
- CPA
- Advisor review first
What happens after you submit
We review your facts privately
A quiet read of your situation — no obligation, no pressure.
We share the right next step
If the facts merit a closer look, we line up a briefing or private review.
Your advisor has the final say
We prepare materials for your CPA or tax attorney to review before you rely on anything.
Who this is for
Built for meaningful tax liability.
This review is most useful if you can name the tax years involved, have enough federal liability to matter, and are comfortable involving a CPA or tax attorney before acting.
A strong fit
- At least one 2023–2026 tax year with meaningful federal liability
- Business owner, real estate investor, founder, high-income taxpayer, or advisor
- CPA or tax attorney ready to review the documents before action
- Interest in a documented clean energy credit review, not a refund pitch
Probably not a fit
- Under $60k in federal tax liability
- No CPA or tax attorney path
- Looking for a guaranteed refund or no-risk outcome
- Unable to share tax-year, entity, or funding context
How it works
One clear path from intake to review.
From your first answers to a focused review — with the right materials ready for your advisor before you act.
Intake
Share the liability range, tax years, profile, advisor status, and timing.
Fit screen
We sort the facts by liability size, prior-year relevance, entity complexity, and timing.
Briefing
If it is worth a closer look, move into a group briefing or private review.
Diligence
Review the source letters and deal materials with your own CPA or tax attorney.
Find your next step
Not ready to submit details yet?
Use these to get oriented at your own pace, then come back and start the fit check when the question is concrete.
How we keep this honest
Careful by design.
This intake sorts interest and collects facts. Any clean energy credit structure or claim belongs in reviewed materials and a conversation with your own CPA or tax attorney.
No eligibility verdict
This intake screens for fit. It does not promise qualification, refund amounts, or tax outcomes.
Advisor review required
Each person should review any clean energy credit structure with their own CPA, tax attorney, or investment advisor before relying on it.
Carryback depends on facts
2023 relevance is a qualifier to review, not a blanket statement that every person can use it.
Start your review
See whether your tax years are worth reviewing.
Take a few minutes to share your situation. Prior tax years do not stay open for review indefinitely, so it is worth checking while 2023–2026 are still in scope. If the facts merit a closer look, we line up a briefing or private review with materials ready for your CPA or tax attorney.