Keeping Your Business
on the Right Track
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.
R&D Tax Credit
Take credit for innovation. Your day-to-day activities may qualify as research…
Cost segregation accelerates depreciation of commercial buildings…
Deduct your energy efficient designs and architecture. Multiple benefits…
LIFO inventory accounting stimulates business growth to maximize your…
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.
We have seen innovation making a real impact on our society as a whole during this unique time. While there are still people worried about the economy and their businesses, it’s been wonderful to see the Manufacturing industry shift their processes and product lines to fill the urgent need for consumers, healthcare providers, and emergency responders during the Coronavirus crisis. I see these folks as heroes.
Andrea Stone recently joined the R&D Tax Credit team at as our new Client Services Director. We are excited for her addition to the team. Andrea’s primary responsibility is to leverage her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams.
TECHNICAL UPDATE CALIFORNIA LEGISLATURE PASSES AB 85 AND SUSPENDS THE USAGE OF NET-OPERATING LOSSES July 15, 2020California’s Legislature recently passed AB 85, a budget bill that, in part, suspends the usage of net-operating losses and restricts the utilization of...