Accounting Firms
Secure measurable tax savings and drive sustainable growth—partner with Green Summit to unlock incentives, streamline compliance, and maximize value for your clients.
At Green Summit, we collaborate with accounting firms to provide engineering-driven specialty tax solutions that enhance compliance, generate measurable value, and strengthen your client relationships. Our licensed engineers and in-house CPAs support firms of all sizes in delivering technically accurate, audit-ready results across a range of federal incentives—without increasing overhead or compliance risk to your practice.
Our services are designed for a range of professionals, including:
Accounting Firms of All Sizes
CPAs
Tax Teams
Finance Teams
How We Help
- Deliver engineering-driven specialty tax services with accuracy and compliance, without adding overhead or compliance risk.
- Ensure compliance and create measurable value while strengthening client relationships.
- Strengthen internal expertise and build client trust in navigating complex tax incentives and regulations.
- Navigate the complexities of Direct Pay eligibility.
- Provide support as a non-competitive technical partner who respects your role as a trusted advisor.
Green Summit Solution
Green Summit serves as a strategic partner, delivering technically precise, audit-ready results across various federal incentives such as §179D, §45L, cost segregation studies, and Research and Development (R&D) tax credits.
Green Summit delivers specialty tax credit services including audit-ready documentation, benchmarking, and portfolio optimization for client-owned buildings, as well as compliance and code advisory to help you achieve these goals.
Green Summit delivers customized webinars and on-site training for compliance education, emphasizing the Inflation Reduction Act (IRA) and foundational building science principles, as well as NASBA-registered continuing education for CPAs on tax incentive planning.
Green Summit assists tax-exempt entities, including governments and Tribal Nations, in structuring and documenting projects to qualify for Direct Pay incentives under the Inflation Reduction Act (IRA), as well as offers IRA Direct Pay training for finance teams and Tribal staff.Green Summit assists tax-exempt entities, including governments and Tribal Nations, in structuring and documenting projects to qualify for Direct Pay incentives under the Inflation Reduction Act (IRA), as well as offers IRA Direct Pay training for finance teams and Tribal staff.
Green Summit serves as a dedicated technical partner, supporting and elevating your accounting firm's practice without competing with your core accounting or tax return services.
Why Choose Green Summit
Our licensed engineers and in-house CPAs work alongside tax teams to provide expert support for various incentives and planning under various tax provisions.
Tax Incentive Maximization
- §179D Deductions: Help clients claim tax benefits for energy-efficient government, Tribal, and non-profit buildings.
- §45L Home Credits: Certify homes for up to $5,000 per dwelling unit under the Inflation Reduction Act (IRA).
- Research and Development (R&D) Tax Credits: Identify and secure credits for qualified R&D activities across industries—including manufacturing, technology, software, life sciences, and construction innovation—with full technical substantiation and audit-ready documentation that strengthen your client relationships.
Compliance & Certification
- Energy Code Verification: Third-party testing, including blower door testing, duct leakage verification, and energy modeling.
- State, Local, and Utility Rebate Processing: Full-service support to identify, document, and claim eligible rebates and local incentives, ensuring clients maximize every available dollar.
Performance & Advisory
- Energy Benchmarking: ENERGY STAR® assessments for client-owned buildings, ideal for commercial real estate portfolios, school districts, healthcare systems, and code-required municipalities.
- ASHRAE Audits: Level I, II, and III audits based on ENERGY STAR® scores, including targeted recommendations and support for rebate or credit capture.
- Third-Party Testing: Independent testing and verification for energy code compliance under various regulations.
- Direct Pay Eligibility: Guidance on Direct Pay eligibility for governments and non-taxable Tribal entities under the Inflation Reduction Act (IRA), allowing tax credit monetization—including §45Y, §48E, §48C, §30C, and bonus Investment Tax Credits (ITCs) for Tribal or low-income projects—regardless of federal tax liability.
- Cost Segregation Studies: Identify and document real and personal property assets for accelerated depreciation, supporting §179D planning. Our services include comprehensive asset documentation and audit-ready deliverables, all provided as a seamless extension of your firm’s trusted advisory offerings.
- Non-Competitive Alignment: Green Summit works exclusively as a technical partner, not offering core accounting or tax return services, to support and elevate accounting firms’ practices.
- Capital Planning: Data-driven capital planning to identify high-ROI efficiency investments and help clients prioritize upgrades.
- Detailed Documentation: GPS-verified documentation for all fieldwork photos, enhancing defensibility in IRS, RESNET, or DOE audits.
Education & Support
- Team Training: Customized webinars and on-site training for your internal staff or external clients, covering specialty tax incentives, energy benchmarking, energy code compliance, and emerging opportunities under the Inflation Reduction Act (IRA), Infrastructure Investment and Jobs Act (IIJA), and the latest One Big Beautiful Bill (OBBB). Our training is rooted in industry-leading protocols and practical best practices that strengthen compliance and maximize client value.
- Continuing Education: CPE-eligible courses for licensed CPAs through NASBA on specialty tax incentives, benchmarking, and relevant legislation.
