For CPAs & Tax Advisors
Stop Leaving
Your Clients'
Money on the Table
Renewable energy tax credits now sell at $0.85-$0.92 per dollar -- a guaranteed, IRS-backed return for your clients with significant tax liability. We've done the vetting. You just match and close.
C corporations can apply transferable energy credits against their full federal income tax liability -- and many other entities with $50K+ in federal tax liability may qualify as well. You bring the relationship. We handle the diligence, documentation, and compliance.
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."
Liability & Recapture Risk
"If the project fails IRS scrutiny or triggers recapture, I'm exposed professionally."
Don't Know the Market
"I thought you had to own the project. I didn't know clients could just buy the credits."
No Broker Relationships
"Even if I wanted to offer this, I have no idea where to source vetted, legitimate deals."
Fee Model Mismatch
"The work required doesn't fit my hourly billing model -- the economics don't make sense."
Compliance Burden
"Managing IRS registrations, Form 3468, recapture monitoring, and at-risk rules across multiple clients sounds like a nightmare."
The Process
Up and running in 3 steps
Request Access
Submit the form above 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 CPA compliance dashboard through filing season.
The Partner Opportunity
How Advisors Earn with Deal Star
No Inventory Risk
Partners earn referral fees on every completed transaction. No capital required, no inventory to manage. You introduce -- we handle the rest.
Example Scenario
A CPA with 20 clients in the $100K+ tax bracket who connects just 5 to credits generates meaningful advisory fees -- with minutes of effort per introduction.
Flexible Commitment
Basic (referral), Active (co-advisory), or Strategic (white-label). Start at whatever level fits your practice and grow from there.
Every Credit Verified Before Your Client Sees It
If it doesn't meet our standards, it doesn't make the platform.
Optional Insurance via Lloyd's of London
Optional insurance available through Lloyd's of London syndicate firms -- institutional-grade protection for your clients against recapture risk.
5-Point Verification
Every credit passes comprehensive verification before listing
AI-Powered Document Review
Catches what manual review misses across hundreds of documents
Full IRS Compliance Documentation
Every form tracked, every deadline monitored through filing
Recapture Protection
Built-in safeguards for your clients and your reputation
Also trusted by
Go Further
Join the Referral Partner Program
Earn referral fees, get your own branded portal with a custom subdomain, and give your clients direct access to pre-vetted tax credit inventory -- all without managing deals yourself.