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Source Advisors

CPA Partner

Achieve More for Your Clients

Partner With Us

Consultative Approach

Source Advisors approach is grounded in seamless collaboration, trust, and tailored solutions. Our focus on speed, responsiveness, and flexibility ensure we meet unique client needs, fostering lasting relationships and meaningful partnerships. Together, we can optimize your clients’ tax strategies and maximize their returns. Source Advisors will handle the complex work, from research and calculations to filing, allowing you to focus on building stronger client relationships.

Why Partner with Source Advisors?

Source Advisors is a leading and trusted tax incentive solution partner, recognized for delivering unmatched expertise and client experience.

Our team comprises seasoned tax professionals, attorneys, and engineers with extensive experience in various industries, so we understand the unique tax complexities your clients face. Our team conducts thorough studies and assessments, ensuring your clients maximize their tax incentives legally and ethically.

We meticulously adhere to all relevant tax regulations, ensuring compliance and minimizing the risk of audit or penalties. Our thorough and accurate documentation supports your tax positions and provides a strong defense if needed. Our customers can focus on their core business operations, knowing that their tax incentives are in capable hands.

Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

CPAs Need to Know!

Section 174 Amortization

Section 174 amortization will not be retroactively fixed. Your clients should be following the current rules to avoid liability to your firm.

We have an analysis that can help:

  • Calculate the financial impact of compliance, which is less painful in the short term
  • Spotlight the true benefit of continuing to claim the R&D Tax Credit
  • Educate your client and get them into compliance with the law
r&d tax credits connecticut

Success Stories

Don’t just take our word for it. We’ve partnered with numerous CPAs across the country, helping them save millions for their clients while fortifying their role as trusted advisors. Read our success stories to learn more.

Let's Get Started

Ready to amplify your client offerings and discover unclaimed tax savings? Contact us today to discuss a partnership or schedule a no-obligation consultation. Let Source Advisors be your partner in empowering financial success for your clients.