A simple pre-check before discussing clean energy tax credit planning.

This checklist helps decide whether a person should take the next step into the intake and briefing path.

What to know before the call.

The goal is not to gather private tax documents through the site. It is to identify whether a structured review is worth the effort.

Which tax years had or may have meaningful federal liability?

Was the liability driven by profit, sale, distribution, W-2 income, real estate gain, or another trigger?

What taxpayer or entity type is involved?

Is a CPA or tax attorney already available to review documents?

Can the taxpayer share enough context for a qualification call without sending sensitive documents through a public form?

What written sponsor documents and claim language are available?