The Technical Partner

For Weatlh Advisors and CPA's

Institutional-Grade Solar Structures for Your Clients' Portfolios.

As a Wealth Advisor or CPA in Oklahoma City, your clients look to you for innovative ways to protect their wealth and increase their community impact.

K-1 Delivery
Guaranteed by February 15th — Every Year
Independent
Cost Segregation on Every Project
Formal Tax Opinions
from Specialized Law Firms
5-Year
Financial Lookback on Every Nonprofit Partner
Compliance-First
Zero Additional Overhead for Your Firm
Alpha
That Isn't Tied to the S&P 500
K-1 Delivery
Guaranteed by February 15th — Every Year
Independent
Cost Segregation on Every Project
Formal Tax Opinions
from Specialized Law Firms
5-Year
Financial Lookback on Every Nonprofit Partner
Compliance-First
Zero Additional Overhead for Your Firm
Alpha
That Isn't Tied to the S&P 500
Feb
15
K-1 Delivery Guaranteed
5
yr
Nonprofit Financial Lookback
0
Overhead Added to Your Firm
4
Compliance Deliverables — Every Project

Your "Back-Office"
Tax Equity Department

HelioLink serves as your expert partner. We provide the institutional rigor and administrative infrastructure required to bring solar investments to your clients without increasing your firm's overhead or risk profile.

The technical complexities of commercial solar — from 704(b) partnership accounting to structural engineering — can be a significant barrier to entry. HelioLink serves as your expert partner.

"We understand that for an advisor, compliance is everything."

The Compliance-First Approach

We understand that for an advisor, compliance is everything. HelioLink provides a full suite of due diligence materials for every project in our pipeline.

Independent Cost Segregation

Depreciation Maximized and Defensible

Every project is analyzed by third-party engineers to ensure depreciation is maximized and defensible.

K-1 Readiness

Guaranteed by February 15th — Every Year

We guarantee K-1 delivery by February 15th — a standard we've maintained for years, ensuring your firm never has to chase documents during tax season.

Tax Opinions

Credits That Will Stand Up to IRS Scrutiny

We provide formal tax opinions from specialized law firms, giving your clients peace of mind that the credits will stand up to IRS scrutiny.

Vetted Pipeline

5-Year Financial Look-Backs — Every Nonprofit Partner

We perform 5-year financial look-backs on every nonprofit partner to ensure they are a stable counterparty for the EMSA term.

Enhancing the Client Relationship

Alpha That Isn't Tied
to the S&P 500

By introducing your clients to HelioLink, you are offering a unique "Alpha" that isn't tied to the S&P 500. You are helping them solve a major pain point (tax liability) while achieving a major emotional goal (local philanthropy). This strengthens the client-advisor relationship and positions your practice as a forward-thinking leader in the Oklahoma City financial landscape.

"This strengthens the client-advisor relationship and positions your practice as a forward-thinking leader in the Oklahoma City financial landscape."

Our portal also allows you to download historical documents, track basis, and monitor "Active Participation" hours for your clients in a single, secure dashboard.

A

Download Historical Documents

All project documentation in a single, secure dashboard.
B

Track Basis

Monitor your clients' basis for your clients in the same dashboard.
C

Monitor "Active Participation" Hours

Track "Active Participation" hours for your clients in a single, secure dashboard.

Schedule an
Advisor Briefing

HelioLink provides the institutional rigor and administrative infrastructure required to bring solar investments to your clients without increasing your firm's overhead or risk profile. We understand that for an advisor, compliance is everything.

Schedule an advisor briefing →Request our due diligence package

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