Even if you plan to file an extension, it’s likely that your tax bill is top of mind in the lead-up to April 15. We hope that you’re feeling good about the tax savings you realized thanks to your solar asset ownership business.
That said, we want to be sure that you maximize those solar tax benefits, and our team is committed to helping you optimize your solar portfolio. We invite you to schedule time with us today to examine your solar business performance to date and identify potential ways to amplify your results.
Despite the fact that the last thing you likely want to think about is next year’s taxes, true proactive tax planning is the key. For example, did you know that you can:
To enhance your solar asset acquisition potential, we recommend starting early in the year and purchasing projects in regular intervals to continuously align your solar portfolio with your growing tax liability. This strategic approach can help ensure that you have the optimal number of assets by year-end to offset as much of your tax burden as possible. Also, because Inception helps you secure residential solar projects, we have the ability to more precisely fine tune your portfolio and shop for the ideal project mix to match your tax mitigation goals.
The sooner you get started, the better! Many of our clients who work with their CPA may reduce withholding on bi-weekly paychecks or quarterly tax payments and redirect these funds to buy the solar assets. That might mean that instead of making your estimated quarterly payment on April 15, you might use that money to buy solar assets instead. Project availability and economics are better right now than they will be at any point this year.
Buying solar assets is not only a strategy that can improve your tax position moving forward, it’s also one that can help you get back some of what you’ve already paid. So if you didn’t offset as much of your tax liability as you’d hoped, it’s not too late.
We can evaluate your tax bills for the three previous tax years and determine how many solar assets you need to buy in 2025 to generate excess investment tax credits, so that you can carry those credits back to trigger a refund.
No matter your political party, it’s likely you have more sensible ideas about how to put your tax dollars to work than the federal government. Continuing to deploy Inception’s solar tax strategy keeps you in the driver’s seat.
By actively redirecting your tax payment to support energy independence and resiliency, you can feel good knowing your tax dollars are being well spent.
If your CPA has questions about your 2024 filing, our friends at The Walters Way are producing a series of Solar Tax 101 video tutorials that provide helpful guidance for tax preparers who are filing returns on behalf of Inception clients. Please share the relevant link below with your CPA:
Again, we’re here to help. Let’s work together this April to ensure you’re positioned to realize the greatest possible benefit come April next year.
Schedule a meeting
<p class="d-block"OPTIMIZE YOUR SOLAR BUSINESS
The US solar industry hosts numerous events throughout the year that serve as important gathering points for solar stakeholders. These networking and innovation opportunities events are an important market growth driver for solar businesses across the United States.
If Las Vegas is calling your name, the solar industry’s largest trade show RE+ will be held at the Venetian Convention & Expo Center and Caesars Forum from September 8-11 this year. More than 40,000 attendees and 1,300+ exhibitors are expected to attend the week-long event.
Or, you might plan a trip to Denver to hear from the analysts at Wood Mackenzie at their 18th Annual Solar & Energy Storage Summit from April 23-24. Panelists there will discuss investment tax credits, market trends, policy and more.
Take a look at this 2025 events calendar for more details on upcoming national gatherings as well as local events in your region.
The hours you spend planning for, traveling to and attending a solar industry event may contribute toward meeting your material participation requirements.
Ray was a senior level sales executive who, post acquisition, successfully exited from his technology company employer with a very large stock option package and K-1 income. His wife is also a high income W-2 tech executive. Learn how they’ve saved with solar.
Before April 15, 2025
For quarterly filers, work with your CPA to determine if redirecting your Q1 estimated payment to buy solar assets is the right strategy for you before the end of the quarter! Need help? Reach out to our Client Relations Team to schedule a meeting.
Remember, any time spent reading emails, reviewing documents, or checking your portal may be logged as material participation hours. Don't forget to log them in your portal. If you have questions about material participation or want to review your asset documentation, reach out to your Client Success Manager.
