See whether prior tax years may fit a clean energy credit review.
A private intake for business owners, investors, founders, and high-tax-liability individuals who want a structured review before a briefing or advisor handoff.
$60k+
federal tax liability marker
2023
carryback review trigger
CPA
review before reliance
Private eligibility intake
Prequalify before the briefing.
This filters for target ICP before anyone is invited into a briefing. It does not determine final tax eligibility.
Live prequalification signal
Start screening
Answer the qualification questions to see whether this belongs in the ICP.
$60k+ federal tax liability
missingTargeting meaningful federal tax liability.
Relevant tax year
missing2023, 2024, 2025, or expected 2026 liability.
Clear trigger event
missingProfit, sale, gain, distribution, or expected liability.
Sellable profile
missingBusiness, investor, entity, advisor, or complex taxpayer facts.
Advisor path
missingCPA or tax attorney involved, or prospect will bring one in.
Action timing
missingReady now or inside the next 60 days.
Ideal customer profile
Start with tax pain, not broad wealth.
The best early targets are people who can name the tax years, have enough federal liability to matter, and are comfortable involving a CPA or tax attorney before proceeding.
- Meaningful federal tax liability in 2023, 2024, 2025, or 2026
- Business owner, real estate investor, founder, or high-income taxpayer
- CPA or tax attorney available to review documents before action
- Interest in clean energy credit planning, not a generic tax promise
- Under $60k in federal tax liability
- No advisor review and no willingness to obtain one
- Looking for a guaranteed refund or no-risk outcome
- Unable to share tax-year, entity, or liquidity context
Sales motion
One path from lead to review call.
The first version is designed for warm-network referrals, LinkedIn outreach, small briefings, partner referrals, and later paid tests.
Intake
Capture liability range, tax years, entity profile, CPA status, timing, and referral source.
Scoring
Prioritize leads with larger liability, 2023 relevance, entity complexity, and ready timing.
Briefing
Route qualified people into a group briefing or private review depending on urgency and profile.
Diligence
Provide materials for CPA or tax attorney review before anyone relies on the structure.
Route the conversation
Different prospects need different next steps.
Use these pages to move people into the right path: briefing, advisor diligence, referral partner, checklist, or FAQ.
Briefing
See the agenda and how a qualified prospect moves from intake to review.
Advisor review
Use the CPA and tax attorney diligence question set before relying on the structure.
Partner path
For advisors and connectors who can refer tax-heavy clients without making tax claims.
Tax-year checklist
Run the pre-check before a call if 2023-2026 federal tax liability may be relevant.
FAQ
Answer the common questions without overpromising savings or qualification.
Claim controls
Use the opportunity without overselling it.
The public funnel should qualify interest and collect facts. The final offer discussion belongs in reviewed materials and advisor conversations.
No final eligibility claim
The funnel screens for fit. It does not promise qualification, refund amounts, or tax outcomes.
Advisor review required
Each person should evaluate the offer with their CPA, tax attorney, or investment advisor.
Carryback depends on facts
2023 relevance is a qualifier to review, not a blanket statement that every person can use it.
Immediate launch sequence
Start with referrals, briefings, and qualified lists.
The first sales motion should prioritize warm introductions, advisor partners, business-owner circles, and CRM leads with tax capacity indicators before broader advertising.