Thursday, May 21, 2009

Energy Tax Credits . . . Q & A - Part II

Let’s pick up where we left off in the last posting with some more questions and answers about the Energy Tax Credits.

Q. How do we present the tax credit to prospects?

A. It is best to have it as a page in your presentation book together with a copy of the certification they will receive. Prospects can be advised to search the websites listed in the last posting for the same purpose.

Q. Is there a special form that customers will have to submit with their tax return?

A. Currently, IRS Form 5696

Q. Suppose our product, i.e. bath refitting, coating, cabinet refacing, etc. doesn’t qualify as an energy saving product?

A. Start offering energy audits. You can use the H.E.L.P. package we’ve developed for this purpose. H.E.L.P. (Home Energy Loss Prevention) is a copyrighted package enabling those who sell windows with CDs, graphs, charts, support forms, energy audit folders and formulas to present this. Request information on H.E.L.P. with an e-mail to

Q. Then what do we do?

A. Most bathrooms have a window. On the other side of the ceiling may be an attic (insulation). You can offer these products as a bonus or discount to help the energy crisis.

Q. Does the job then qualify for $1,500 tax credit?

A. Only the portion that relates to the energy credit that you installed.

Remember, you used energy conservation to get the lead and you have made them energy conscious.

Absorb these ideas and consider how you can implement them into your lead acquisition and sales appointment program.

We’ll answer some more questions in the next posting.

Best regards,
Dave Yoho

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