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Start with the property question in front of you.

Routing brief

What to include

  • 45L Tax Credits question or decision point
  • Current timing window: Pre-construction, acquisition, and certification timing
  • Property type, location, basis, entity, or advisor team context
  • Records already available or still missing
  • Were qualifying dwelling units placed in service during an eligible tax year?
  • Were qualified new energy-efficient homes acquired on or before June 30, 2026?

This intake is pre-routed to 45L Tax Credits. Share enough context for Jamie to decide whether the first move is a quick fit screen, document checklist, CPA handoff, or deeper planning review.

Contextual service intake

45L Tax Credits inquiry

You are in the 45L Tax Credits lane. Share the facts that control timing, records, and advisor handoff.

You are in the 45L Tax Credits lane. Share the facts that control timing, records, and advisor handoff.

Routed from 45L Tax CreditsCredits & Incentives
Planning window
Pre-construction, acquisition, and certification timing
Likely output
Credit eligibility path and documentation plan

Include dates, records, entities, CPA/advisor context, and what decision needs to be made next.

A focused note helps the first reply start with timing, records, and the right advisor handoff.