Add a tax credit
practice to your firm —
in 48 hours.
Your clients with significant tax liability can buy federal tax credits at $0.88–$0.94 per dollar. Dollar-for-dollar reduction. No project ownership. We handle the vetting — you advise and close.
See available tax credits
Get a secure link to live, anonymized inventory matched to your clients. 30-day access, no commitment required.
The process
Up and running in 3 steps
Most advisors complete a credit match in under 2 hours. No account setup, no onboarding call.
Request access
Submit the form to receive a secure link with anonymized, IRS-registered credit opportunities matched to your client profile.
Review & advise
Use our compliance checklist and deal room to review credit terms, seller indemnification, and recapture risk. Share directly with your client.
Close & track
Execute the transfer agreement, receive Form 3468 documentation, and monitor the position in your compliance dashboard through filing season.
Why CPAs miss this opportunity
The 5 objections costing your clients millions
Every concern we hear from CPAs — and exactly how we've solved each one.
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 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.
What advisors say
CPAs who made the switch
"Matched 3 clients in the first week. The compliance checklist made it easy to explain the risk profile to clients who were on the fence."
"I was skeptical about the IRS registration side of things. DealStar walked us through every document. We closed our first deal in 18 days."
"This is the most significant new service we've added in a decade. Clients with large capital gains are asking for it by name now."
See what's available
Your clients are paying more tax than they have to.
See live inventory in under 2 minutes. No account setup, no commitment, no sales call.