
Discovery
Project review and target timeline.

Your Incentive Brief
A one-page snapshot of eligible programs, estimated values, deadlines, and risks.

Action Checklist
What your tax/finance team needs to prepare (plain English; links to forms/portals).

Specialist Introductions
Curated referrals to filing experts (tax, grants, utility rebate processors).

Support Through Award
We stay available to answer questions and coordinate with your specialists as needed.