Who we help

Accounting & Advisory Firms

Keep the client relationship. Add the technical depth.

Most tax incentive studies are written by accountants. Ours are written by engineers and reviewed by CPAs — and delivered through your firm, not around it. Green Summit works alongside accounting and advisory firms to support their clients with engineering-based studies, inspections and technical documentation, and we settle scope, communication and delivery responsibilities up front so your team stays at the center of the client relationship. Your firm keeps the client; final filing decisions and tax returns remain with the authorized advisors.

In-house CPAs
Licensed engineering firm
Founded 2014
Audit-ready documentation

Where would you like to start?

Firms come to us with a client need, or with a way of working in mind — often both. Choose the one in front of you and we will show you the work that fits — and nothing else.

Cost recovery & fixed assets Energy incentives & project substantiation Property & portfolio advisory Research & development studies Technical partnership & review

Solutions

Cost recovery & fixed assets

Give your team asset and cost records it can defend. Our engineers separate a property into its components and trace every classification to source records — never a template percentage — so cost segregation, fixed-asset reviews, partial asset dispositions and repair-versus-capitalization support arrive as evidence your team can evaluate, not conclusions it must take on faith. With 100% bonus depreciation permanently restored under federal legislation enacted in July 2025, the timing questions your clients are asking have larger answers, and property-type studies from multifamily to specialty assets cover the portfolios they hold.

Energy incentives & project substantiation

Connect the engineering to the position your firm takes. We screen eligible projects, model the buildings, inspect and certify, and deliver the substantiation behind Section 179D for owners and for designers, energy investment tax credits, elective pay and utility rebates — your firm evaluates the tax position, and we make sure it rests on engineered facts. Section 179D winds down for property whose construction begins after June 30, 2026, so date screening is the first step on every 179D file, and we never present a deduction as a guaranteed cash return.

Property & portfolio advisory

Some client questions leave the tax return and land on the building. When it is relevant to the client, we extend the conversation into property performance, acquisition due diligence, energy audits and benchmarking, measurement and verification, LIHTC utility allowances, C-PACE financing, decarbonization and building performance standards — the same engineering team, one more set of questions answered.

Research & development studies

Qualifying research is a technical question before it is a tax question. We bring project-specific technical interviews and cost support to the evaluation of qualifying research activity, so the study describes what the client's engineers actually did and what it cost. Under federal legislation enacted in July 2025 (Public Law 119-21), domestic R&D expensing was fully restored, with no more forced amortization — a change your clients with domestic research will want evaluated alongside the credit.

R&D Tax-Credit Studies

Technical partnership & review

Work with us in the open or behind the scenes. Choose collaborative delivery under both names, or branded delivery under your firm's name with the documentation that arrangement requires — either way with named contacts and clear review responsibilities on both sides. When a file needs a second set of engineering eyes, independent technical review and documentation QA gives your team one.

Our process

Define the relationship. Together we decide who contracts, who communicates with the client, who invoices and who owns each part of the engagement.
Review the client need. We look at the project facts with your team before anyone proposes a study or names a potential benefit — and we say so when a study is not worth doing.
Develop and review the evidence. We perform the engineering, field and analytical work and resolve questions with the advisors you designate.
Deliver and stay available. We provide the substantiation package and the technical support the engagement defines for client, lender or examination questions.

What your firm gains

Specialized technical capacity without building it inside your firm.
Clear responsibility for client communication and deliverable review.
Engineering and field records your advisors can evaluate and use.

Why Green Summit

Green Summit is a consulting partner delivering end-to-end compliance solutions in specialty tax credits and incentives, building performance and advisory services — one of a select few firms that combine a licensed engineering firm with in-house CPAs. Founded in 2014, we build every study to be audit-ready from day one: engineered substantiation, not estimates. Our founders' individual cost segregation experience dates to 2001 and 2007, respectively — professional experience that predates the firm's founding in 2014 — and it shapes how we classify assets, develop costs and review our own work.

We understand that a referral is an extension of your firm's reputation. Our role is to support the client relationship, never to replace it: our engineers and technical specialists coordinate with the tax and accounting professionals you designate, and final filing decisions and tax returns remain with the authorized advisors.

Let's talk about a technical partnership for your clients.

Tell us the services your clients need and how you would like the relationship to work.

Or call 321-273-2200 · inquiry@greensummit.com