Tax Credits Made Accessible, Compliant, and Profitable
The platform where buyers save on taxes, sellers maximize value, and advisors grow their practice.
CPAs & Tax Advisors: Your clients are eligible for tax credits they don't know about.
Trusted by leading institutions
Tailored Solutions for Every Stakeholder
Our platform addresses the specific needs of each participant in the tax credit lifecycle
Credit Buyers & Tax Teams
Challenges
- •Finding reliable, compliant tax credits with proper documentation
- •Consuming resources to verify compliance on each purchase
- •Potential recapture risk if credits are challenged by the IRS
Solutions
- ✓Recommend with confidence -- every credit is verified five ways before it reaches your client
- ✓Close deals faster -- AI reviews documents in minutes, not weeks
- ✓Protect your investment -- comprehensive documentation and recapture safeguards
Credit Creators & Developers
Challenges
- •Organizing hundreds of documents across dozens of categories
- •Sharing documents and meeting due diligence requests
- •Ensuring all adders are properly documented to maximize value
Solutions
- ✓Turn credits into cash flow -- premium pricing with 45-day average close
- ✓Get premium pricing -- access Fortune 1000 buyers and 45+ active brokers
- ✓AI organizes your documents so you can focus on building, not paperwork
Brokers & Attorneys
Challenges
- •Managing documents across multiple platforms for each client
- •Thorough due diligence while maintaining deal momentum
- •Building client confidence with efficient, transparent processes
Solutions
- ✓Close more deals, faster -- AI-powered diligence and automated compliance
- ✓A marketplace of active buyers ready to transact
- ✓Structured workflows that build client confidence and repeat business
Advisors & CPAs
Challenges
- •IRA transferability rules are complex and evolving -- hard to advise clients confidently
- •No easy way to source vetted, insured credits for clients
- •Compliance burden and liability concerns keep firms on the sidelines
Solutions
- ✓Add tax credit advisory to your practice -- without becoming a specialist
- ✓Earn referral revenue by connecting clients to fully-vetted, IRS-compliant credits
- ✓Credits can be backed by a Lloyd's syndicate against clawback -- protect your clients and your reputation
Millions in savings
Client savings can run into the tens of millions per transaction
Credits at $0.85--$0.92 per dollar. Your client saves. You earn referral fees.
From First Review to Final Filing -- Every Step Covered
See how Deal Star handles each phase of the tax credit lifecycle so you can focus on what matters
Generate
Get new projects market-ready in days, not weeks -- guided workflows handle the complexity
Match
The right credits find your clients automatically -- intelligent matching across active buyers and sellers
Transfer
Never miss a filing deadline -- every IRS form tracked, every date monitored through close
Structure
Everyone involved in the deal, in one place, with the right access and visibility
Verification
Recommend with confidence -- every credit is verified five ways before it reaches your client
Insure
Credits can be backed by a Lloyd's syndicate against clawback -- institutional-grade protection
Streamlined Project Creation
Guided step-by-step project setup
Capture all essential information with our intuitive workflow
Automatic data validation
Ensure accuracy with built-in validation checks
Tax credit calculation tools
Automatically calculate eligible tax credits
Buyer Profile Management
Intelligent buyer-project matching
Automatically match projects with qualified buyers
Customizable buyer preferences
Define credit types, deal sizes, and locations
Automated notifications
Get alerted when new matches are found
IRS Registration Tracking
Complete IRS form tracking
Track all registration numbers and submission dates
Deadline management
Never miss important filing deadlines
Registration status monitoring
Real-time updates on registration status
Project Participant Coordination
Centralized stakeholder directory
Manage all participants in one place
Role-based access control
Secure permissions for each stakeholder
Team collaboration tools
Real-time communication and updates
Domestic Content Certification
Automated compliance checking
Verify domestic content requirements automatically
Document verification tools
Track steel/iron and manufactured product percentages
Bonus credit calculation
Calculate eligible bonus credits automatically
Insurance & Risk Management
Policy tracking and management
Centralize all insurance policies in one place
Coverage verification
Verify coverage amounts and policy details
Expiration alerts
Get notified before policies expire
Risk Management for Buyers, Opportunities for Builders
The Inflation Reduction Act created enormous opportunities, but also complex challenges that traditional systems cannot handle.
For Credit Creators & Partners
Overwhelming Documentation
Preparing tax credit packages requires hundreds of documents across dozens of categories, with different requirements for each credit type.
Legal Complexity
Expensive attorney-driven due diligence processes create bottlenecks, with legal fees often consuming significant credit value.
Value Leakage
Inconsistent documentation and compliance uncertainty lead to discounted pricing from buyers, reducing the realized value of credits.
For Credit Filers & Acquirers
Inconsistent Documentation
Every project has unique documentation structures, making evaluation time-consuming and creating significant staffing challenges.
Compliance Uncertainty
Regulations evolving faster than internal policies can adapt, creating gaps between IRS requirements and organizational processes.
Resource Bottlenecks
Limited specialized staff creates delays in credit evaluation, reducing the organization's ability to capitalize on market opportunities.
Complex Financial Instruments Require Specialized Solutions
Tax credits involve intricate IRS regulations that vary by credit type, project characteristics, and timing.
Documentation requirements are extensive and must satisfy both legal and accounting standards.
Transfer mechanics under Section 6418 introduce new compliance considerations for all parties.
Audit risk requires comprehensive record-keeping that traditional systems cannot efficiently provide.
Let's solve your tax credit challenges together
Fill out this short form to connect with a Deal Star tax credit specialist.
You can expect the following once you submit:
- • We'll review your business needs.
- • One of our specialists will contact you to discuss tailored solutions.
- • You'll get insights into how Deal Star can help streamline your compliance.
Connect with us now — we're excited to speak with you!
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