Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

Leverage your green building tax deductions

Maximizing savings through Commercial Property Tax Consulting

Generate cash by leveraging existing inventory for profit

Energy Solutions for Commercial and Residential Properties

Ensure compliance and maximize profits while minimizing losses

Request an enhanced R&D tax credit study to offset amortized tax liability

Understand the value of your business assets and property

R&D tax credits for businesses based in the UK

Automate your R&D tax credits with GOAT.tax

Achieve More for Your Clients

Federal Tax Credit for Renewable Energy Projects

Insights

Our Latest Insights

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

Imran Syed May 20, 2024

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D Announcement 2024-24 refers to the upcoming updates that will align

Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

Upcoming conferences, workshops, and webinars

Explore articles written by industry leaders on all our service lines

About Us

Our Industry Leaders

R&D Tax Credit

Cost Segregation

Energy Efficiency Tax Credit

State and Local Taxes

Our people are our greatest asset.

Join the Source Advisors family! Check out our open positions.

Community outreach and philanthropy.

Company updates and press releases

Boost Your Practice with Source Advisors & TaxConnections

Source Advisors is a global leading non-accounting firm provider of specialty tax solutions

For over 40 years, Source Advisors has been providing nationwide tax incentive solutions, empowering businesses of all sizes—from small enterprises to Fortune 1000 companies—to unlock the full potential of government-sponsored tax credits

"*" indicates required fields

Your Name*

Your Email Address*

Your Phone Number*

Company Name*

+ Get Your Time Reimbursed

CPA's Trust Source Advisors

Unleash R&D Tax Credits for Your Clients

At Source Advisors, we assess your client’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.

Do It Yourself, But Not Alone

Introducing GOAT.tax
Our Automated R&D Tax Software

With GOAT.tax, we revolutionize how businesses approach R&D tax credits. This automated platform is designed for businesses that prefer a hands-on approach without sacrificing expert guidance.

Our Other Services

We are leading industry experts in government-sponsors tax credits, deductions, and incentives

Cost Segregation

Accelerate depreciation and increase short term cash flow for commercial and residential properties

Learn More →

45L Tax Credits

The credit provides a dollar-for-dollar offset of building costs for energy-efficient single family or multifamily properties

Learn More →

179D

Leverage your green building tax deductions

Learn More →

State and Local Tax

Unlock 45L and 179D Tax Credits to offset the costs associated with building energy-efficient properties

Learn More →

LIFO Accounting

Leverage your business’s existing inventory with the Last in, First out accounting method

Learn More →

Section 174 Amortization

Section 174 of the U.S. Tax Code defines the treatment of Research & Experimental (R&E) expenditures

Learn More →

Get Access to Advanced Tax Resources

We invest heavily in technology and training, ensuring our team is equipped with the latest tools to deliver results. As a partner, you gain access to these resources, bolstering your own practice’s efficiency and effectiveness.

Service Line Collateral

Stay informed with Source Advisors’ industry collateral. We have leveraged 350+ years of experience across all our service lines.

View Collateral →

CPE Course Catalog

Maintain your credentials and stay up to date with industry developments with Source Advisors’ CPE Courses.

View the Catalog →