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.
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…
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
NEWS
Blogs
HOW COMPANIES HAVE PIVOTED TO REINVENT AND ENHANCE THEIR BUSINESS WITH THE R&D TAX CREDIT
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.
NEWS
SOURCE ADVISORS GROWS COST SEGREGATION AND ENERGY SOLUTION DIVISIONS WITH RECENT MERGER
Fort Worth, TX—May 20, 2021 Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, LIFO inventory, §179D and §45L solutions nationwide for more than 38 years, has joined forces with Bedford Cost Segregation…
TECH UPDATES
10.28.2020 NET OPERATING LOSSES VS. PASSIVE ACTIVITY LOSSES FOR COST SEGREGATION
TECHNICAL UPDATE NET OPERATING LOSSES VS. PASSIVE ACTIVITY LOSSES FOR COST SEGREGATIONOctober 28, 2020 by Charles Duncan & Brian CoddingtonWhen the CARES Act temporarily revived five-year Net Operating Loss (NOL) carrybacks and eliminated the 20% haircut, there...
