About Us

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Founded as LIFO Systems in 1983, Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for more than 37 years. Our new name, Source Advisors, strengthens our resolve and commitment to partnering with companies and CPA firms as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives.

Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money and create cash flow to stimulate businesses and drive overall growth. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change.

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

Source Advisors nationwide team is accessible, reliable, and invested in providing superior service and maximum results.