Investment Tax Credit Filing · US & Canada
Not a software product. Not a generalist accountant. A structured service where CPAs, appraisers, engineers, and legal counsel each handle exactly what their credential covers — nothing more, nothing less.
Professional disclosure — All filing preparation and review is performed by professionals credentialed and licensed in the applicable jurisdiction, operating under their respective codes of professional conduct. This service does not constitute legal advice. Credentials are independently verified on an annual basis.
Process
We've stripped out everything that isn't necessary. You answer questions, upload documents, and professionals do the work. The retainer collects itself.
Complete the questionnaire
Plain language. Ten minutes. No tax jargon, no guesswork about what we need.
Upload your documents to Dropbox
We create a secure, named folder for your filing. Invoices, drawings, agreements — everything in one place.
Your retainer is collected automatically
The moment your final document lands in the folder, Stripe charges your saved card. No invoice. No follow-up.
The right professional is assigned
Routed by jurisdiction, credit type, and complexity. CPA, appraiser, engineer, or counsel — whoever your filing needs.
Reviewed, signed, and delivered
A complete, professionally signed filing package. Defensible. Ready for your financial statements and auditors.
Document collection via Dropbox
When you submit your questionnaire, a named Dropbox folder is created for your filing. Upload invoices, engineering drawings, interconnection agreements, and prior returns directly. Access is shared with only your assigned professionals.
Who does the work
We don't use one professional for everything. Each aspect of your filing is handled by the credential that's actually required for that task. That's what makes it defensible.
Chartered / Certified Public Accountant
CPA · CPA Canada
Prepares and signs all tax filings under Circular 230 (US) or CPA Canada standards. Owns the numbers.
Accredited Property Appraiser
MAI · AACI · ASA
Provides fair market value opinions for energy assets and real property where asset valuation affects credit basis.
Licensed Tax Counsel
JD · LLM (Tax)
Engages on complex adder claims, ownership structure questions, and credits over $200K. Not a rubber stamp.
Professional Engineer
PE · P.Eng
Signs technical documentation: system specifications, capacity calculations, COD verification, and adder eligibility.
Registered Energy Auditor
REA · CEM
Verifies energy production estimates and efficiency claims used to establish PTC and domestic content eligibility.
Environmental Consultant (Phase I/II)
EP · QPESA
Provides site condition reports where brownfield or energy community adder claims require environmental documentation.
On professional standards: Every professional engaged through GreenCredit operates independently under their licensing body's code of conduct. Our role is coordination, not control. We match, facilitate, and quality-check — the professional's signature is theirs alone, and with it, their professional liability.
Credits covered
Select your market in the questionnaire. The credit type options, professional routing, and pricing all adjust automatically.
Investment Tax Credit
Solar, wind, geothermal, fuel cells, battery storage — the primary small business ITC.
Clean Electricity ITC
Technology-neutral credit for zero-emission facilities placed in service after 2024.
Production Tax Credit
Per-kWh credit for electricity from qualifying renewable sources.
Clean Electricity PTC
Technology-neutral production credit for facilities commissioned post-2024.
Pricing
Your retainer is charged when your documents are complete — not before. Canadian filings carry a 30% premium reflecting additional CRA complexity and CPA Canada standards.
Adder documentation (domestic content, energy community, prevailing wage): +$400–$600 per adder. Appraiser and legal counsel fees billed separately where engaged. All prices are retainer-only; collected automatically on document completion.
Get started
No calls. No back and forth. No ambiguity about who is responsible for what. Just a questionnaire, a Dropbox folder, and professionals who do exactly what their credential says they do.
Start my ITC filingRetainer collected only when your documents are complete