Keeping Your Business
on the Right Track

Over 30 years of service

At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners.

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OUR SERVICES

R&D Tax Credit

Take credit for innovation. Your day-to-day activities may qualify as research…

Cost Segregation

Cost segregation accelerates depreciation of commercial buildings…

Energy Efficiency

Deduct your energy efficient designs and architecture. Multiple benefits…

LIFO Inventory

LIFO inventory accounting stimulates business growth to maximize your…

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INSIGHTS

At Source Advisors, we are dedicated to continuing education and awareness. This strengthens our mission to deliver unmatched quality and service through technical expertise and a deep understanding of the tax codes, the industries we serve, and the complex requirements necessary to optimize and substantiate claims.

Blogs

Source Advisors Blogs

NEWS

News

Blogs

Source Advisors Blogs
Identifying a Quality Cost Segregation Study

Identifying a Quality Cost Segregation Study

Cost segregation is a highly beneficial and widely accepted tax compliance strategy utilized by commercial real estate owners and tenants to accelerate depreciation deductions, defer tax, and improve cash flow. Once used only by large accounting firms type accounting firms and the nation’s largest real estate owners, this practice has now become routine for commercial property owners of almost every size.

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NEWS

News
R&D Tax Credit Powerhouse Firm Source Advisors Launches New Automated Software Platform

R&D Tax Credit Powerhouse Firm Source Advisors Launches New Automated Software Platform

Fort Worth, TX—December 8, 2021 Source Advisors, a market leading tax consulting firm providing R&D Tax Credit, Cost Segregation, §179D, §45L, ERC and LIFO inventory solutions nationwide for more than 38 years, has launched GOAT.tax, an automated research & development tax credit SaaS platform to service clients across a variety of industries. With over 50 dedicated R&D tax…….

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TECH UPDATES

Tech Updates
10.15.2021 CHIEF COUNSEL ADVICE MEMORANDUM 20214101F

10.15.2021 CHIEF COUNSEL ADVICE MEMORANDUM 20214101F

TECHNICAL UPDATE CHIEF COUNSEL ADVICE MEMORANDUM 20214101F  October 30, 2021 by DEBORAH ROTH, CPA On Friday, October 15th, 2021, the Internal Revenue Service published Chief Counsel Advice Memorandum 20214101F. In this memo, the Service describes what information they...

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