Our consultative approach and deep tax industry knowledge ensure meaningful ROI and risk mitigation outcomes for our CPA partners and clients grounded in quality and integrity.
For over 40 years, Source Advisors has delivered customized, comprehensive tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, & businesses with R&D activities that optimize tax savings and minimize risk
Our expertise in the latest tax codes & regulations ensures optimal tax positioning and risk management in a shifting landscape.
Our commitment to quality means you can expect every report to uphold the highest standards to ensure a strong audit defense, backed by a proven IRS track record.
For over 40 years, Source Advisors has delivered customized, comprehensive tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, & businesses with R&D activities that optimize tax savings and minimize risk
Our expertise in the latest tax codes & regulations ensures optimal tax positioning and risk management in a shifting landscape.
Our commitment to quality means you can expect every report to uphold the highest standards to ensure a strong audit defense, backed by a proven IRS track record.
Our journey begins with a thorough analysis of your current multi-state tax footprint. We provide you with a clear picture of your sales and use tax obligations and highlight areas where you can optimize and potentially recover overpayments. From compliance and audit defense to consulting, we cover all aspects of sales and use tax. Our team ensures you remain compliant while identifying opportunities to reduce exposure and save costs.
Our comprehensive review can uncover tax savings strategies for the lifecycle of your entire real estate portfolio. Unlock the value with incentives for energy efficiency, renewable energy, cost segregation, repairs and improvements, and commercial property appraised value increases. Our team simplifies the complexity of commercial property tax compliance and ensures you capture all eligible benefits.
We can help assess your company’s federal R&D tax credit opportunity and also determine any state R&D tax credit availability. Our team of experienced CPAs, attorneys, engineers, and technology experts helps companies save money and create cash flow with R&D tax credits that can then help drive overall growth.
As Featured In
Several states are offering limited-time tax amnesty and penalty relief programs that allow eligible taxpayers and businesses to resolve outstanding tax obligations while reducing or eliminating penalties. Although these programs share the goal of encouraging voluntary compliance, each has unique eligibility requirements, covered tax periods, and application rules.
Exemption certificates seem routine, but in a sales tax audit, they’re often the key proof a sale was exempt. This matters more in 2026 as automated onboarding lets tax engines suppress tax once customers are coded exempt — protection that isn’t automatic. Sellers must collect, review, and retain valid documentation. Five common failures can turn exemptions into audit exposure.
