Maximizing Energy Storage Tax Credits & Incentives

This leading water and energy infrastructure provider has made significant investments in hybrid battery storage as part of its energy strategy.

Challenge:

  • The company lacked clear guidance from its previous advisor on how to maximize federal tax incentives and improve investment returns for its hybrid battery storage portfolio.
  • Our client turned to Merit, seeking a more proactive partner to fully capture available renewable energy incentives.

Merit Solution:

  • Merit conducted detailed engineering and cost reviews of the client’s battery installations to confirm eligibility for Section 48/48E tax credits and model optimal outcomes.
  • Our credits and incentives team advised on the timing and structuring of credit transfer transactions, enabling credits to be realized as dollar-for-dollar tax savings.
  • Merit prepared compliant documentation to support both credit claims and transferability, ensuring full monetization.

$2.1 Million

Federal Tax Credits
Identified for 2025

36%

Battery Pack
Investment Recovered

Rewards of Merit

Explore our case studies to see how Merit helps energy companies unlock trapped value.

Maximizing Energy Storage Tax Credits & Incentives

Power & Infrastructure
Case Study

This energy infrastructure provider switched to Merit after a prior advisor fell short in capturing available incentives.

Saving $100 Million for Utility-Scale Projects Across Texas

Power & Infrastructure
Case Study

Merit coordinated 12 abatements across six utility-scale power projects, securing critical tax savings while meeting tight deadlines.

Protecting At-Risk Property 
Tax Abatements

Power & Infrastructure
Case Study

Merit preserved critical abatements after our client’s prior advisor made an error that jeopardized significant savings.