Repeater - Biz List

1. Upload tax return

Upload your most recently filed tax return. Our software will evaluate it and match it to potential credits and incentives.

2. Complete a questionnaire

Answer a handful of questions that will help us gain deeper understanding of your preferences and current year opportunities

3. Learn how much you can save

We'll share which green tax credits & incentives are applicable and how to maximize savings.

Automate discovery

Connect to accounting software or upload a tax return to assess potential green incentive & credit opportunities.

Streamline collection

Collect additional required documents for further qualification. Standardize data inputs and organize collated data.

Model & simulate; Draft forms

Simulate tax opportunities & guide through next steps to maximize tax incentives. Draft relevant IRS forms.