The Roadmap to Recapture

How It Works

A Transparent, 4-Step Journey from Tax Bill to Solar Power.

We handle the heavy lifting of engineering, law, and finance, allowing you to focus on the impact.

Step 1
The Tax Capacity Audit
Step 2
Project Selection & Due Diligence
Step 3
EPC Execution & Deployment
Step 4
The Harvest & Quarterly Distributions
20 Years
Refining the Process
25 Years
of Operations & Maintenance — Included
Step 1
The Tax Capacity Audit
Step 2
Project Selection & Due Diligence
Step 3
EPC Execution & Deployment
Step 4
The Harvest & Quarterly Distributions
20 Years
Refining the Process
25 Years
of Operations & Maintenance — Included
4
Steps from Tax Bill to Solar Power
20
yrs
Refining the Process
25
yr
Operations & Maintenance — Included
0
Heavy Lifting on Your Part

Simplifying the Complex

20 Years Refining
Our Process

The Steps
01 — Tax Capacity Audit
02 — Project Selection
03 — EPC Execution
04 — The Harvest
What We Handle
Engineering
Law
Finance

For many, the phrase "tax equity" sounds like a dense, impenetrable legal concept.

At HelioLink, we have spent 20 years refining our process to make it as simple and transparent as possible. We handle the heavy lifting of engineering, law, and finance, allowing you to focus on the impact.

"We handle the heavy lifting of engineering, law, and finance, allowing you to focus on the impact."

01
Step One
The Tax Capacity Audit

"We aren't just looking for a one-time offset; we are looking for a long-term strategy."

—
Analysing Your Tax Position
We begin by analyzing your last two years of tax returns and your three-year outlook. We aren't just looking for a one-time offset; we are looking for a long-term strategy.
—
Determining Your Investment Capacity
We determine your "Investment Capacity" — the amount you can invest to maximize your tax credits and depreciation without triggering an Alternative Minimum Tax (AMT) issue.
02
Step Two
Project Selection and Due Diligence

"You select a nonprofit that resonates with you."

—
Browsing the Shovel-Ready Pipeline
Once we know your capacity, we browse our "Shovel-Ready" project list. You select a nonprofit that resonates with you.
—
The Full Due Diligence Package
At this stage, you receive a full "Due Diligence Package," including the site's structural engineering report, the solar production estimates (P50 and P90 models), and the financial audit of the nonprofit partner.
03
Step Three
EPC Execution and Deployment

"We manage the entire build-out, ensuring that the installation meets the highest quality standards."

—
EPC Partners Take the Field
Our EPC (Engineering, Procurement, and Construction) partners take the field. We manage the entire build-out, ensuring that the installation meets the highest quality standards.
—
Grid Interconnection
We handle the complex "interconnection" dance with OG&E or PSO, ensuring the system is legally and safely tied into the grid.
04
Step Four
The Harvest and Quarterly Distributions

"For the next 25 years, HelioLink manages the operations and maintenance of the system."

—
The Financial Cycle Begins
After the system is live, the financial cycle begins. Your CPA receives the necessary forms to claim the ITC on your next tax filing. Quarterly, you receive your EMSA distributions.
—
25 Years of Operations & Maintenance
For the next 25 years, HelioLink manages the operations and maintenance of the system.

The Roadmap to Recapture

Download
the Process Guide

At HelioLink, we have spent 20 years refining our process to make it as simple and transparent as possible. We handle the heavy lifting of engineering, law, and finance, allowing you to focus on the impact.

Download the process guide→Request the investor fact sheet

HelioLink offers securities under Regulation D, Rule 506(b). For accredited investors only.