Brad Gartman

As Director of Business Development in Texas and Arkansas, Brad is building partnerships with CPAs to identify and optimize specialty tax incentives. He originally joined Source Advisors (then LIFO Systems) in 2001 as an Account Manager for Automotive LIFO, building a foundation in tax incentive services early in his career. He returned to Source Advisors in 2022 as a Client Success Manager working alongside David DeGrand, continuing to expand his expertise in client relationships and service delivery. Brad brings a strategic, relationship‑driven approach to helping CPA firms, and businesses, access meaningful financial benefits through the full suite of Source Advisors’ specialty tax services.