Investment Tax Credits
& Production Tax Credits

Unlock tax savings and cash flow for your clients with expert Investment Tax Credits & Production Tax Credits​ strategies.

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What are the Investment Tax Credits (ITC)?

The ITC is a federal tax incentive designed to encourage investments in renewable energy, energy efficiency, and infrastructure projects. By reducing tax liability for businesses that invest in qualifying assets, the ITC supports sustainable development and equitable economic growth.

Who Benefits from the ITC?

Businesses

Companies investing in solar energy, wind turbines, geothermal systems, and other qualifying projects.

Nonprofits

Local governments and Nonprofits: Applicable entities such as tax-exempt organizations, states and political subdivisions such as local governments, Indian tribal governments, Alaska Native Corporations, etc. can use elective pay to monetize certain tax credits.

Homeowners

Some ITCs, like the Solar ITC, also benefit residential energy investments.

What are the Production Tax Credits (PTC)?

PTC is a federal tax incentive designed to incentivize renewable energy investments, encouraging companies to build clean energy projects, ultimately reducing dependence on fossil fuels and promoting environmental sustainability. It rewards companies that produce clean energy—such as wind, solar, clean hydrogen, or other qualifying sources—with a tax credit based on the amount of energy produced.

What We Do for Your Clients?

These tax credits can significantly reduce tax liability, making renewable energy projects more cost-effective and financially viable. By leveraging this incentive, your clients can offset operational costs while contributing to the nation’s shift toward sustainable energy production.

Navigating the complexities of tax incentives like the Investment Tax Credit (ITC) and Production Tax Credit (PTC) requires specialized expertise and a deep understanding of evolving regulations such as:

Extensive Documentation

Properly claiming ITCs requires detailed records, certifications, and compliance with evolving IRS guidelines.

Complex Calculations

Each qualifying project type—solar, wind, geothermal—has unique requirements that demand precise attention.

Constant Regulation Changes

Tax incentive rules are frequently updated, making it challenging to stay current without dedicated resources.

Why Partner with Source Advisors for Investment & Production Tax Credits

Source Advisors simplifies the process by offering end-to-end support, ensuring your clients maximize their tax benefits while minimizing administrative burdens.

Deep Expertise in Energy Efficiency Related Credits

  • We stay current on regulations surrounding the Investment Tax Credits (ITC) and the Production Tax Credits (PTC), helping your clients take full advantage of these opportunities.
  • Our team has hands-on experience across industries like renewable energy, real estate, and manufacturing, ensuring precise and tailored guidance.

Comprehensive Support Services

  • Eligibility Assessments: We analyze projects to determine which qualify for credits under federal and state programs. 
  • Documentation Assistance: From invoices to certifications, we help gather, organize, and prepare the required records.
  • Tax Filing Guidance: We work with your team to prepare and submit the necessary forms, such as IRS Form 3468, accurately and efficiently.

Collaborative Partnership

  • We don’t replace your role but enhance it by providing expert backup on specialized issues, ensuring you remain the primary advisor to your clients.
  • Our goal is to integrate seamlessly into your workflow, adding value without disruption.

Let's Get Started

Ready to amplify your client offerings and discover unclaimed tax savings? Contact us today to discuss a partnership or schedule a no-obligation consultation. Let Source Advisors be your partner in empowering financial success for your clients.
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