Energy Efficiency

Unlock tax savings and cash flow for your clients with expert Energy Efficiency strategies. 

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How to Identify Clients that Can Benefit

Clients who invest in energy-efficient construction, retrofitting, or design can unlock significant tax savings through 179D and 45L incentives. This includes developers, builders, architects, engineers, contractors, and property owners across both private and public sectors. By partnering with specialized advisors like Source Advisors, these clients can ensure they maximize the benefits of these valuable energy tax incentives.

Source Advisors combines technical precision with exceptional service, making them a trusted partner for both CPAs and their clients in maximizing tax savings through 179D and 45L incentives.

What We Do: 45L Energy-Efficient Home Credit

Source Advisors specializes in identifying residential properties that qualify for the 45L credit, such as single-family homes, townhomes, low-rise multifamily units, and apartments. They evaluate the design and construction standards to ensure compliance with energy efficiency benchmarks, particularly focusing on properties constructed or significantly renovated within the eligible time frames.

  • Our in-house engineering team conducts an in-depth analysis of building plans, construction methods, and energy systems. They assess HVAC systems, insulation, and other building components to confirm that the property achieves the required 50% improvement over the International Energy Conservation Code (IECC) baseline standards.
  • Source Advisors handles certifications, technical and administrative details, reducing the burden on CPAs, developers, and builders. Their streamlined process ensures timely and accurate completion of certifications and documentation, allowing clients to focus on their core operations.

What We do: 179D Energy-Efficient Commercial Building Deduction

Eligibility Analysis

Source Advisors identifies qualifying projects for the 179D deduction, including new commercial construction, major renovations, and energy-efficient retrofits. They determine eligibility based on improvements to HVAC systems, lighting, and the building envelope.

Engineering-Driven Certification

Utilizing advanced energy modeling software, their engineers analyze energy performance to confirm that the building meets or exceeds the efficiency thresholds required for 179D deductions. This includes a 25% to 50% reduction in energy usage compared to ASHRAE standards.

Government Allocation Support

For architects, engineers, and contractors who design energy-efficient systems for government-owned buildings, Source Advisors facilitates the allocation letter process. They handle communications with government entities to ensure that designers can claim the deduction for their contributions.

Comprehensive Reporting

Source Advisors delivers detailed certification reports outlining the calculations, modeling results, and documentation required to substantiate the 179D claim. These reports ensure compliance with IRS guidelines and support tax filings.

Why Partner with Source Advisors for Energy Incentives?

Our streamlined and turnkey solutions simplify the process from start to finish, handling all technical and administrative details. Their approach minimizes disruption for CPAs, developers, and builders while ensuring timely and accurate completion of certifications and documentation.

Deep Expertise in Energy Incentives

Source Advisors brings a unique combination of tax professionals and engineers who specialize in energy efficiency deductions and credits. Our deep understanding of IRS regulations, energy modeling, and certification processes ensures that claims are accurate and compliant.

Maximized Tax Benefits

We leave no stone unturned when identifying opportunities for savings. Our meticulous analysis ensures all qualifying properties and projects are recognized, allowing your clients to realize the full financial potential of 179D and 45L incentives.

Audit-Ready Compliance

Source Advisors provides comprehensive, audit-ready documentation for every claim. Our proactive approach to compliance ensures that clients are well-prepared in the event of IRS scrutiny.

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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