Own an energy business that pays you every month. The tax credits come with it.
Most of our clients buy in for the cash flow. The tax savings are the bonus.
Look at it as a business, and it produces income. Look at it as a tax strategy, and it lowers your bill. You get both.
An energy business you own.
The tax code rewards owning it.
You are buying a business that makes money, and because it is energy, the tax code rewards you for owning it. In current programs, the tax savings and first-year income cover the cost in year one. Every year after, the income keeps coming. At the end, you sell it back to our partners.
How the money moves over the hold in a current program. Your cost comes back in year one. Then it keeps paying.
It is built to return your cost in the first year. Everything after that is upside.
In year one, the tax savings and the first year of income cover the cost.
Six more years of income, on money that has already come back to you.
At the end of the hold, our partners buy the equipment back. No buyer to find.
A new tax year brings a new program. Add a unit and start the cycle again.
Want to see this with real program numbers? That is what the call is for.
Qualifying energy equipment, vetted and ready to put to work. Start with one unit and add more; many clients own several. New programs every year.
The country needs more power, and equipment that delivers it gets paid. You own it, our partners install, operate and maintain it, and it earns. How it earns is up to you.
An operator puts the equipment to work and pays you under a service agreement. You own the asset, and the income comes to you.
Run the equipment at your own facility for on-site power and backup, and keep what it saves you every month.
Finance part of the purchase and let the equipment’s income work toward the payments. Your CPA reviews the terms.
Select the equipment, the number of units and how you want to own it.
The equipment is installed and running. That starts the income and sets the tax year.
Revenue or savings arrive month after month, for as long as you own it.
Add more units along the way, and sell each one back to our partners at the end of the hold.
The same purchase brings two federal tax benefits, both on the return for the year the equipment goes into service.
A gift card for your tax bill.
A coupon on your income.
Congress wrote these incentives into the tax code on purpose.
The country needs more power. The law rewards the people who own the equipment that delivers it. Most people who qualify are simply never shown how.Your CPA can review every number before anything moves.
Every unit you add is another income stream, and every tax year brings a new credit. We bring new programs year after year, and the equipment you already own keeps paying you.
The first income stream begins, with a credit and write-off on this year’s return.
A second income stream, and new credits for this year. Year one keeps producing.
Three income streams, and a new tax benefit again this year.
Built for people who want income from a real asset, and have a real tax bill to put to work.
Owners who understand cash flow and want another income stream.
Executives, doctors and professionals in the top brackets.
Buyers who want income from equipment they own outright.
A sale, a bonus or a liquidity event that brings a larger bill this year.
Before anything moves, we review your situation with you and your CPA so you know exactly what you are getting.
Your CPA reports what happened. Planning changes what happens. We work alongside your CPA on the rest of your tax picture, before the year closes.
A more tax-efficient structure for your business, built around your goals.
More tax-efficient pay structures for owners and key people.
Larger, smarter retirement contributions, including Roth conversions.
Planning ahead of a sale to reduce the tax on the gain.
Give to the causes you care about in the most tax-efficient way.
Prior returns reviewed for deductions that were missed or under-used.
What clients tell us most: I wish I had found you sooner.
IN THEIR WORDS, NOT OURSWhen I went to sell my company, the biggest roadblock was depreciation recapture and taxes in general. I met with four different CPAs and all were meaningless. Then one meeting with this team and the problems were solved. My only regret is that I did not engage them sooner.
Business Owner · Sold Company and ReinvestedToo good to be true? Yes. I waited over a year to sign up, and when I did, the first thing they did was put $134K in my pocket. My old CPA was a nice CPA, but I had outgrown someone just putting the right numbers in the right box. It is my single biggest return on investment in my business.
Business Owner · Multiple EntitiesClient names withheld by request. References available once we have had an initial conversation.
Credits and planning together, reviewed with your CPA.
We never replace your CPA, attorney or tax strategist. We work alongside them. They confirm how every piece fits your situation before you commit.
The full math, start to finish, before anything happens.
How we are paid is disclosed up front and built into what you save.
A new tax year brings a new opportunity. We review it with you and your advisors every year.
Five steps, and your CPA reviews everything before anything moves.
30 minutes on your income goals, your tax picture and your timing.
We walk your advisors through the numbers and the rules that apply to you.
Choose the program, the amount and how you want to own it.
The equipment goes to work, the income starts, and your CPA claims the tax benefits.
New tax year, new opportunity. We plan the next one together.
Tell us about your goals and we will show you what is possible, alongside your CPA.
One conversation to see which programs fit your income goals and tax picture.
Both. You own equipment that produces income every month, and because it is qualifying energy equipment, it also brings a federal tax credit and a first-year write-off. Most of our clients buy in for the income. The tax savings are the bonus.
No. It is not a second job. Our partners handle the installation, operations and maintenance. Your part is the ownership decisions. To use the tax benefits against your other income, the IRS requires you to take part in the business, and your CPA will confirm what that means for you.
An operator can put it to work and pay you under a service agreement, or you can use the power at your own facility and keep the savings. We walk through the options for each program on our call.
Yes. Many clients start with one and add more. Each unit is another income stream and brings its own tax benefits for the year it goes into service.
A credit comes straight off your tax bill, dollar for dollar. A deduction lowers the income your tax is figured on, so it saves you your tax rate times the deduction. This strategy gives you both from the same purchase.
Energy equipment covered by the federal clean energy investment credit, such as battery energy storage systems. We focus on programs where the equipment is in demand and has a clear way to earn.
Converting a traditional IRA or 401(k) to a Roth adds income in the year you convert. Credits and depreciation from equipment you own can help offset the tax on that income. Your CPA confirms the amounts and timing.
No. An IRA does not pay tax, so it cannot use a credit or a write-off. The equipment is owned by you or your business. Your retirement account can hold other investments.
Nothing is wasted. Unused credit can be carried back to recover tax you already paid in prior years, or carried forward to future years. It can also be sold to another taxpayer for cash. If the first-year write-off is larger than your income, the extra generally carries forward to future years. Annual limits apply, and your CPA confirms how it all works on your return.
At least 5 years. During that time it produces income, and at the end of the hold our partners buy it back.
Yes, and we want them to be. We work alongside your CPA, attorney or tax strategist. They confirm how the benefits fit your return before you commit.
Our cost is built into the program and disclosed up front. You see every number before anything happens.
No. This page is educational. Any specific program or investment is offered only through its own documents, which you review with your advisors.
Beyond your personal taxes, we help businesses cut payroll taxes, and help you put what you save to work.
The equipment has to be in service by the end of the year to count for that year. The sooner you start, the more of this year you can still use.
Are you a CPA? Ask us how we work alongside firms to bring these programs to your clients.
