Imagine transforming your tax bill into a powerful investment that advances clean energy and delivers tangible returns. Lux Financial is doing exactly that, transforming renewable-energy tax credits and bonus depreciation into accessible opportunities for individuals, CPA firms, and family offices alike. As transferable tax credits double to $20 billion year-to-date in 2025, Lux’s innovative model is rewiring tax planning and setting a new standard in clean-energy finance.
Forward-thinking CPAs and advisors are reimagining tax planning through the lens of clean-energy finance. Lux Financial provides the structure and access to make renewable-energy tax credits an actionable investment tool. The company is setting the standard for how tax professionals deliver innovation, impact, and measurable results.
Energy Tax Credits Open New Doors
Once confined to giant institutions, the U.S. tax-equity arena is expanding through the sale of transferable clean-energy credits. Estimates for 2025 place total activity at nearly $20 billion, a figure consistent with current federal data, rather than speculative forecasts of $55 to $60 billion circulating online. While smaller than early projections, it still marks a strong continuation of last year’s $21 billion market and confirms steady investor appetite.
Lux Financial, operating under the Lux Financial brand, is capturing that momentum by giving accredited investors and small businesses a route once limited to institutional players. Its programs utilize structured energy projects, including solar, storage, and energy-linked ventures, to enable participants to benefit from both federal tax credits and recurring project returns.
Each investment begins with a detailed consultation from Lux Financial’s in-house tax strategists, who map where clients can legally offset liability and redirect those savings into tangible assets. It’s a straightforward idea that gives taxpayers visibility that few advisors provide.
The model is designed for individuals and enterprises with at least $250,000 in annual tax exposure. By aggregating these investors, Lux Financial delivers access to institutional-grade renewable deals without demanding corporate-sized capital. Clients track every stage through the firm’s live-data platform, which reports project performance in real time, a level of transparency rarely seen in tax-credit investments.
A Collaborative Approach with CPAs and Family Offices
Central to Lux Financial’s strategy is deep collaboration with CPA firms and family offices. Rather than competing, Lux embeds its tax strategists into advisory teams, enabling accountants to retain client relationships while benefiting from specialized expertise.
“Many of our clients are surprised by how much we can help them save on taxes,” says Josh Fifita, President of Lux Financial. “You don’t need to be making a fortune to benefit — we specialize in helping everyday investors uncover real tax savings. This model ensures that tax-equity solutions are tailored and accessible, not one-size-fits-all.”
Lux’s strategists work directly with advisors to map credit eligibility, select projects, and time investments. This joint planning reduces execution risk and accelerates benefit realization. As federal policies evolve, CPAs rely on Lux for ongoing compliance updates and scenario analyses, strengthening client trust.
Technology Driving Measurable ROI
Lux Financial’s proprietary platform provides real-time visibility into project performance, credit accruals, and ROI metrics. Traditional reporting often lags months behind; Lux offers live dashboards that integrate data from project sites, financial models, and tax authorities.
“After evaluating comparable technology stacks, we’re confident that Lux’s platform surpasses competitors — delivering real-time tax savings and measurable ROI for our clients,” remarks Michael Paris, CTO of Lux Financial.
This transparency empowers CPAs and family offices with automated worksheets and alert-driven insights, reducing administrative burdens.
Empowering Everyday Investors
Lux Financial targets the “everyday investor” by lowering minimum investment thresholds and offering hands-on guidance. Beyond capital commitments, clients access educational webinars and personalized strategy sessions that demystify tax equity and energy economics. This approach has brought in millions in new investment in 2025, with many of those investors citing clarity and support as key factors in their decision.
A $2 Billion Vision for Tax Equity
Lux Financial has set an ambitious goal to help partners offset $2 billion in tax equity within the next two years. Achieving this milestone will mark the firm’s evolution from a specialized operator to a leading force in energy finance. To reach this target, Lux is expanding its project pipeline, securing secondary-market tax credits, and forging partnerships with national CPA networks and family office associations.
Looking ahead, Lux Financial aims to make tax equity as familiar to investors as bonds or equities. By blending strategic collaboration, advanced technology, and a commitment to accessibility, the company is charting a course for a more inclusive and sustainable investment landscape. As investors, CPAs, and family offices strive to balance returns with responsibility, Lux Financial stands ready to guide them.
