As we move into 2024, sustainability takes center stage, not only in our everyday lives but also in our financial planning. Two significant avenues for savings and contributing to a greener planet are the Home Energy Tax Credits and Electric Vehicle (EV) Tax Credits. Here’s what you need to know about maximizing these benefits.

Home Energy Tax Credits

Understanding the Incentives
Eligible Improvements
Financial Benefits
Steps to Claim Your Credits

Electric Vehicle (EV) Tax Credits

Driving Towards Sustainability
Eligibility Criteria
Credit Amounts
Steps to Claim Your Credit

Combining Benefits for Maximum Savings

Strategic Planning 

By strategically planning your home improvements and vehicle purchases, you can maximize your tax savings. It’s advisable to consult with a tax advisor to ensure you are eligible for both credits and to optimize your savings.

Documentation and Compliance 

Maintain meticulous records of all transactions, from invoices for home improvements to purchase agreements for your EV. Proper documentation ensures that you can substantiate your claims and seamlessly file for these credits.


2024 presents ample opportunities to embrace energy efficiency and sustainability through Home Energy and Electric Vehicle Tax Credits. By understanding the eligibility criteria, keeping thorough documentation, and strategically planning your investments, you can significantly reduce your tax burden while contributing to a greener planet.

Let us exceed your expectations. For personalized advice and to ensure compliance, contact your CDS experts at (888) 388-1040. Embrace these incentives and drive towards a more sustainable future!