IRA Transferable Credits

For CPAs & Tax Advisors

Stop Leaving
Your Clients'
Money on the Table

Renewable energy tax credits now sell at $0.88-$0.94 per dollar -- a guaranteed, IRS-backed return for your clients with significant tax liability. We've done the vetting. You just match and close.

No project ownership required
Pre-vetted, IRS-registered credits
Full compliance documentation
Live inventory by credit size
$0.92 Avg. credit price today
48E/ITC Most active credit type
2023 IRA transferability enacted
Request CPA Access
We will email a secure link to review anonymized tax credit opportunities -- valid for 30 days, no commitment required.
No spam. No sales calls. Just your matched inventory.

Why CPAs Miss This Opportunity

The 5 Objections That Are Costing Your Clients Millions

Fear of Complexity

"ITC, PTC, 48E, domestic content adders -- I don't have time to become an expert in all of this."

How We Solve It Every credit in our marketplace includes complete IRS pre-filing registration docs, basis tracking, and a compliance checklist. You review, you advise -- we've done the heavy lifting.
🛡

Liability & Recapture Risk

"If the project fails IRS scrutiny or triggers recapture, I'm exposed professionally."

How We Solve It Every listing includes third-party tax insurance eligibility, project audit history, and recapture indemnification terms from the seller. Your liability surface is minimal.
🔍

Don't Know the Market

"I thought you had to own the project. I didn't know clients could just buy the credits."

How We Solve It Since the IRA's transferability provision (2023), your clients can purchase federal tax credits directly. No project ownership. No depreciation. Just a dollar-for-dollar tax reduction.
🤝

No Broker Relationships

"Even if I wanted to offer this, I have no idea where to source vetted, legitimate deals."

How We Solve It Our platform aggregates pre-vetted credits from top renewable developers. Every listing is IRS-registered, independently verified, and ready to transfer within 30-45 days.
💼

Fee Model Mismatch

"The work required doesn't fit my hourly billing model -- the economics don't make sense."

How We Solve It Our dashboard is built for CPAs to manage multiple clients efficiently. Most advisors complete a credit match in under 2 hours. We also offer a referral fee structure for advisors who prefer it.
📋

Compliance Burden

"Managing IRS registrations, Form 3468, recapture monitoring, and at-risk rules across multiple clients sounds like a nightmare."

How We Solve It Our compliance dashboard centralizes every client position -- registration status, transfer docs, recapture alerts, and filing deadlines -- in one place, not a spreadsheet.

The Process

Up and running in 3 steps

1

Request Access

Submit the form above to receive a secure link with anonymized, IRS-registered credit opportunities matched to your client profile.

2

Review & Advise

Use our compliance checklist and deal room to review credit terms, seller indemnification, and recapture risk. Share directly with your client.

3

Close & Track

Execute the transfer agreement, receive Form 3468 documentation, and monitor the position in your CPA compliance dashboard through filing season.

Help

Need Help?

Browse our help articles or contact support for assistance.