Finding energy tax incentives just got easier
No extra portals. No friction. With the Wipfli energy incentive assistant for Procore, you can turn complex tax credits and utility programs into real project savings.
Too many contractors miss out on millions in savings from energy tax credits, rebates and deductions because they don’t have the bandwidth to do battle with the tax code. That’s why Wipfli made a tool to let you claim tax incentives with just a few clicks.
Wipfli’s energy incentives assistant runs directly in Procore. It draws on your current project details like location and square footage to find out what incentives each project may qualify for — and then helps you apply and manage the process without ever leaving the Procore platform.
How the energy tax incentives assistant works
- Submit with ease: Launch the assistant in Procore, answer a few quick questions and send your inquiry.
- Streamline access: Authorize view-only project data or upload documents — right in-app.
- Get clarity fast: Track status, next steps and documents in a simple dashboard.
- Approve and save: Receive your custom proposal, review, approve and move forward — without ever leaving Procore.
Make your projects more profitable
The right tax incentives can make a project more profitable. The energy incentives agent makes it easier to find and claim those tax savings by matching your jobs with available tax credits. Find, apply, upload documentation — and then maximize your ROI on your work.
Why Wipfli?
We don’t just deliver our Procore assistant; we also bring:
- Expertise: Our team’s deep experience with energy incentives and technology has made us leaders in construction advisory services.
- End-to-end support: From estimate to certification, we manage the process for your team.
- AI-powered tech: Our launch-ready agent is designed for transparency, speed and ease of use.
Discover energy tax credits, rebates and deductions available to you on our energy tax incentives page — before some of them expire — or contact us to learn more about Wipfli’s energy incentives agent.
Our team
Lindan D. Elliott, CPA, CISA
Lindan Elliott is a partner in the financial and operational systems group within the technology consulting practice. His time is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. Lindan assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation, and accounting software deployment, training, and ongoing support.
Anthony Cantor, PMP
Tony Cantor manages the firm’s Enterprise Performance Management (EPM) practice. He is responsible for front-end analysis and project scoping of client requirements for implementing budgeting and planning software.
Act now on energy incentives
The One Big Beautiful Bill is phasing out certain energy tax credits and deductions. Take advantage now before it’s too late. Find out which incentives you qualify for.
