Tim Whipple joined Source Advisors in 2024 with extensive financial and operational experience. Most recently he served as an Executive Partner with Sixth Form Partners where he evaluated various investment opportunities. Previously he served as CEO of the Mintz Group, the premier global provider of investigative research and background checks. In his 13 years there, Tim grew the business from a small, regional player into a global industry leader. In addition to building out and leading transformative initiatives across many critical functions, Tim also successfully raised multiple rounds of private equity capital and executed cross-border acquisitions on three continents. Prior to the Mintz Group, Tim spent more than a decade in investment banking, where he worked with companies in a variety of M&A and capital markets transactions, as well as in private equity, where he evaluated investment opportunities in middle market services businesses.
Tim holds an MBA from Columbia Business School and a BA in Economics from Trinity College.
Jason joined Source Advisors as Chief Financial Officer in 2022. He has over twenty years of diverse industry experience with companies at multiple stages of growth. Jason served in various leadership, investment management and turnaround management roles. He has been an executive for several fast-growing private-equity-backed companies in the business services, logistics, technology and marketing sectors. Jason holds an MBA from the University of Chicago Booth School of Business and a degree in Economics from Northwestern University.
With over 25 years of experience in technology covering a large breadth of industries, Jason Wilcox consistently demonstrates innovation and leadership. Most recently Jason was the Head of Technology for Jerry, a VC backed fintech out of silicon valley, where he was responsible for architecting the technology and team behind their auto finance product as well leading the IT, Information Security, and Governance, Risk, & Compliance initiatives. Prior to that Jason served as CTO at RefiJet, a prominent auto-refinance company where he built a multi-national technology team and orchestrated the development of an industry leading refinance and loan origination system.
He holds an undergraduate degrees in Biomedical Engineering and Physiological Sciences from Marquette University and master's degrees in Predictive Analytics from Northwestern University, Strategic Intelligence from American University, and an MBA from Quantic University.
Dave comes to Source Advisors from Forrester where he spent the last 10 years working across a number of different business units. He started in technology research and then spent five years as a strategy consultant specializing in customer experience. From there, he moved into a ‘Solutions Partner’ role presenting/pitching to c-suite prospects at new business target accounts. Most recently, Dave led a team of experienced account executives focused on acquiring new logos.
Deborah joined Source Advisors as the Managing Director of R&D Tax Credits in 2009. Formerly with PwC and another boutique R&D tax credit firm, Deb has overseen more than 4,500 R&D tax credit studies in the over 20 years that she has focused solely on R&D tax credits. Deb holds a BBA and Masters of Accountancy from the University of Michigan School of Business. She is also a founding member of the National R&E Roundtable.
Raul Soto is a leader in operations, specializes in real estate valuations and is adept at leading high-performing teams. He earned a bachelor’s degree in architectural studies from Florida International University and played a vital role in Rocket Companies’ achievements for the past decade.
During his time at Rocket Companies, Raul held several leadership roles primarily focused on operations. His talent for expanding teams and fostering excellence stems from his approach to process improvement.
Beyond his commitments, Raul prioritizes his family life. He can often be seen cheering on his son, Ryan, at soccer games and supporting his daughter, Lauren, in her dance endeavors. In his leisure time, Raul enjoys traveling, spending quality moments with loved ones, and playing the occasional round of golf.
Greg is Senior Managing Director at Source Advisors, where he is responsible for key client relationships and strategic initiatives for the firm. Prior to the Source/Bedford merger, Greg was the founder and Managing Partner of Bedford, having successfully established the firm as a recognized industry leader, guiding Bedford to the completion of more than 14,000 Cost Segregation studies, covering a wide range of property types and sizes. Combining experience in development, construction, and engineering for more than four decades, Greg has a broad understanding of the commercial real estate industry, ranging from project conceptualization through construction and asset management. A graduate of Dawson College, Greg has also completed specialized real estate studies at the University of Texas at Arlington and Loyola University’s Sellinger School of Business in Baltimore, MD. Greg is a Certified member and first president of the American Society of Cost Segregation Professionals (ASCSP), a nonprofit professional organization, where he has served as a member of the Technical Standards Committee, and Testing Committee and currently serves on the Board of Directors.
An acclaimed State & Local Tax specialist and thought leader, Chris is well known for his success in identifying multi-million dollar tax-saving opportunities for Fortune 1000 companies and implementing operational changes for long-term business efficiency. With more than 25 years of experience, he carries a wealth of knowledge in SALT and income audit defense and refund claims, VDAs for state & local taxes and unclaimed property, state & local credits and incentives, and tax technology consulting. Chris’s industry specialties include retail, telecommunications, bankruptcy, and turnarounds. He is a frequent lecturer at business and academic forums and an active member of industry trade associations such as AICPA and TEI. Chris holds a B.B.A. and M.B.A. from Pace University’s Lubin School of Business with a concentration in public accounting.
Imran joined Source Advisors in 2010 and is currently the Managing Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is also a Certified Energy Manager (CEM), HERS Rater, ENERGY STAR partner, and NABCEP PV Associate. Imran holds a master’s degree in Mechanical Engineering from the University of Michigan – Dearborn.
Chad brings over 25 years of property tax experience to the Source Advisors team. After graduating from Dallas Baptist University in 1996, Chad, along with his father Stan and cousin Ryan, started Paramount Consulting Group, Inc. which later merged with United Property Tax to form UPTG which was then acquired by Source Advisors.
Chad is experienced in the area of commercial real estate consulting and has extensive experience in a wide array of commercial real estate from mom and pop restaurants, golf courses, industrial properties, multi-family homes, big box retail, and large office buildings to name a few. Through his years of consulting, Chad worked and gained experience in over 20 states. Every year Chad helps clients save millions of dollars in tax.
Parth joined the Source Advisors team as the Vice President of Corporate Development. In his previous position at Cooper Companies, Parth played a critical role in executing their M&A strategy, showcasing his exceptional expertise in the field.
Prior to this, he served as the Corporate Development and Finance lead at Generate Life Sciences, aiding in the growth of the company through M&A. He has also held various other corporate development and finance roles in companies ranging from the steel to oil & gas industries.
Parth was born and raised in the DFW area and holds a BBA in Finance from Southern Methodist University. His extensive knowledge of corporate development, finance, and M&A will undoubtedly provide immeasurable benefits to our team and clients.
Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation, LIFO, and Energy Efficiency services. Her experience includes 8 years in the financial services industry and 15+ years in B2B marketing specializing in content and lead generation strategies and execution. She is also a seasoned corporate trainer. Leila received her Bachelors of Arts degree from University California, Los Angeles.
Josh Henry possesses a strong foundation in the technology industry, showcasing a wealth of knowledge in managing operations. Having graduated from the University of Georgia, Josh embarked on his tech career from the start. His varied encounters have influenced his method of business operations. By leveraging his expertise and abilities, Josh works towards increasing revenue, enhancing efficiency, and elevating customer satisfaction. With his background and dedication to excellence, he plays a vital role in his current position, supporting his team and organization in reaching their objectives.
Sara joined Source Advisors in 1995 as a Customer Service Manager. She was integral in developing Source Advisors’ proprietary software program for the IPIC method. Sara has served in several roles while on the Source Advisors team, including the development of the Trade Discounts service, Sales Support, Director of IPIC Services, and Director of LIFO Client Services.
As Vice President of Client Success, Sara leads the CSM division, building and developing a team of Client Success Managers, monitoring client satisfaction and retention, overseeing cross-sell and upsell strategies, and much more.
Sara has her Bachelor’s degree in Business Administration from Abilene Christian University.
Jennifer joined Source Advisors 2004 as a Senior Technical sales specialist. She educates and consults a large variety of business types and sizes. Prior to Source Advisors, Jennifer was Manager of NYC Cost Segregation Practice, Machinery & Equipment Appraiser specializing in power plants & manufacturing facilities, and a Project Engineer responsible for construction management and design of Fiber Optic Networks. She has a bachelor’s degree in materials science engineering from Rutgers University.
Sheri Kanellos has been a driving force at Source Advisors since 2005, expertly steering our human resource management and operations. With over three decades in finance and 18 years dedicated to HR, Sheri brings a wealth of expertise spanning manufacturing and professional services. As an HR professional, she is dedicated to cultivating relationships and to being a strategic resource and leader to the organization. She believes that a company’s most valuable asset is their people, and she considers supporting them the most crucial function of an HR leader. Sheri attended Hesser College in Manchester and has a Financial Management degree from Franklin Pierce University. She is an active member of the Society for Human Resources Management.
Matt McKinney has over 22 years of combined public accounting experience in the areas of tax compliance, accounting for income taxes, capital cost recovery analysis, and accounting periods and methods. Previously Matt was a Managing Director in the national accounting methods practice for a Big 4 accounting firm and was a member of this practice for 15 years. Prior to the Big 4, Matt worked for a national firm focusing on middle market clients in the areas of tax and ASC 740 compliance. While Matt has served many different clients for tax compliance and consulting, he has specific industry specializations working with public utilities, telecommunications, aero space and defense, and manufacturing companies. Matt holds a Certified Public Accountant license in Virginia and North Carolina and is a graduate of Virginia Tech University with a master’s degree in accounting.
Luke has over 10 years of commercial and general management experience with the UK’s largest insurance broker, Aon Ltd. His roles have included account management, new product development, continuous business improvement and change management. He came to Source Advisors UK as Chief Commercial Officer to transform the business and deliver unprecedented growth. Now as Chief Executive Officer he is ensuring that Source Advisors UK is taking its place as the UK’s largest specialist provider of IP services and R&D tax relief helping our clients commercialize innovation. He has a real and practical understanding of the challenges facing innovative businesses today.
Joining Source Advisors UK in 2019, Dominic has board level sales and account management experience covering multiple industries and brings a strong track record of delivering multi-million pound sales strategies for ambitious SME and FTSE250 companies. Dominic works with our clients to understand their key drivers to help them achieve their business goals. At the center of this approach is a belief that delivering commercial value to the client is essential to long standing and collaborative relationships.
Lynsey is an experienced Human Resources professional with skills in strategic HR, change management, resourcing and performance management. Lynsey has previously lead the DE&I agenda in previous organizations and is passionate about progressing this journey with Source Advisors UK. She joined Source Advisors UK in 2021, having previously worked in the health, fitness and service industries.
She is responsible for bringing our new recruits on board and ensuring that all staff feel empowered to reach their full potential. Lynsey has a fundamental role in promoting a positive workplace culture.
Vanessa has over twenty years of accounting experience gained within the Corporate teams at BDO, Baker Tilly, and Blick Rothenberg. She has worked with clients across many sectors, assisting multi-national groups on the structure of worldwide operations and advising on complex corporate transactions.
Vanessa works closely with our clients to identify R&D, Patent Box, and RDA opportunities and ensures that the treatment we adopt and the reports we compile are always compliant. She provides technical training to our internal teams and our partner accountants.
Following a degree in Accountancy Vicki went to a top 20 firm for her professional training. After 3 years in practice, she moved into industry acting as Finance Manager then Financial Director and Shareholder in engineering and manufacturing businesses. Running a business has giving Vicki significant experience and knowledge of the many challenges facing SMEs. She has since acted as an accredited advisor and business coach in cash flow planning, cash management and funding.
In late 2013 she was asked to join a specialist R&D tax consultancy and from there co-founded Luvo Financial in 2015. In 2021 Source Advisors UK acquired Luvo, which allowed Vicki access to additional services for her clients and partners. Vicki is working with our team to further develop our extensive range of tools, benefits and services to meet the needs of our Accounting Partners.
With a background in managing customer service, Vicki's responsibility involves ensuring that the processes and communications at Source Advisors UK run smoothly and are easily accessible to accounting professionals. Elevation, our online portal, serves as a platform for our Accounting Partners to exchange data and stay informed about the status of their clients' R&D tax relief claims. Vicki makes certain that every member of your team has access to Elevation. She offers guidance, support and serves as the contact,for any inquiries.
Colin joined Source Advisors UK in 2021 to fully support our growing client base in Scotland. But also to promote and represent innovation in Scotland.
With more than 7 years of experience specifically in the R&D and innovation space, Colin works with our Scottish clients and accounting partners to help them achieve their business goals. With a deep understanding of the business environment in Scotland he is well placed to understand the key drivers and thriving industry sectors. Colin builds long- standing and collaborative relationships by delivering commercial value to his clients.
Alec has a Bachelor of Science from University of Glamorgan, specialising in Biology. He has developed a career as an IP analyst, specialising in patents and patent analytics. His role at Source Advisors UK is to take a lead on researching IP Harvest analysis and delivering Patent Box claims for our innovative clients in the UK.
His expertise is in patent analytics and insights, helping innovative companies to leverage those insights to mitigate threats and capitalise on opportunities. Alec is a strong advocate for IP literacy and engages in initiatives to bring IP awareness to all who could benefit, including start-ups and universities.
As an experienced Intellectual Property Professional, Akshay has re-joined Source Advisors UK as an Intellectual Property (IP) Consultant & Policy Lead. Akshay is skilled in advising clients on how to identify, develop and manage their IP, and on using IP analytics to maximise your R&D and boost growth.
Akshay has previously worked as an IP Assistant at a leading oil & gas company and most recently had a stint in leading Green Tech & Tax policy at the UK’s Intellectual Property Office (UKIPO). Akshay’s commercial experience is underpinned by a Master’s degree in both Chemistry and Intellectual Property Law.
Phil has worked in R&D and intellectual property since 2015, so is an experienced, compliance-led R&D tax and IP specialist. He is a client-focused, friendly, and knowledgeable professional who has collaborated with hundreds of clients to drive innovation and success. Now he brings that practical inside knowledge of the claims process to our accounting partners.
Sam has a history in account and relationship management. Prior to his role at Source Advisors UK, he dedicated seven years to collaborating with accountancy practices for an FTSE 100 tech firm. With expertise in handling accounts and fostering enduring connections, his approach emphasizes achieving success through teamwork.
In his position as an Account Relationship Manager, Sam is committed to cultivating strong, advantageous partnerships. His primary objective is to deliver results and top tier customer service for our accountant partners and their clients.
With over 15 years’ account management experience, James is very successful at helping organisations find solutions to the complex problems they face. He joined Source Advisors UK in 2023 and as part of the Accountant Partnership team builds strong working relationships and long-term partnerships based on mutual success and understanding.
Joshua joined our expanding accountant partner team in 2023. He has a strong background in financial services with 7 years’ experience working with a market-leading investment platform provider. He understands the issues and requirements of professional service firms, having worked with both IFAs and accountants to enable them to deliver exceptional service to their clients.
His commitment to strong client relationships coupled with specialist knowledge of financial services are key to what he offers our accountant partners today.
Brittany joined the Source Advisors team in 2023 and is a Project Manager within the Energy Services Department. Her experience includes 5 years in the residential energy industry and 13 years of construction knowledge. She is a residential plans examiner, HERs Rater, and a RESNET Quality Assurance Designee. Brittany received her Bachelors of Arts degree from The University of Oklahoma and her Masters of Business Administration from Southern New Hampshire University.
Keith Barreras has over seven years of experience in sales, working with a wide range of clients, from small businesses to large enterprises. At Source Advisors, he focuses on ensuring the service meets the specific needs of each business, helping them maximize their credits and their experiences with the R&D Tax Credits. Before joining Source Advisors, Keith worked in various roles across the tech industry, including software and hardware sales, as well as leadership positions. Keith's approach is centered on building strong, trust-based relationships with clients, emphasizing clear communication and effective solutions.
Adam Clark has recently joined Source Advisors as Regional Sales Director (CPA East) for the Sales Department, reporting to Dave Murphy. With over 15 years of diverse experience at Paychex, he brings a wealth of expertise and a proven track record. He spent six years building strong relationships and driving success within the accounting community. Transitioning into leadership, he led teams in Accountant Field Sales, Virtual New Business, and Strategic Accounts for seven years, showcasing exceptional leadership and strategic vision. Passionate about guiding individuals to achieve their fullest potential, he excels in mentoring emerging leaders, instilling in them the value of giving back and sharing knowledge. His dedication to leadership and development has consistently driven his teams to surpass their goals and achieve new heights.
Nicole started working at Source Advisors in 2020 as a Client Services Manager overseeing the Greater New York metro area. Her role involves building and nurturing lasting connections with clients. Prior to this role, she held the position of Division Manager in education for five years. Nicole also worked as a production manager at a laser manufacturing and supply company for twelve years, where she supervised a team of six engineers and supported research and development efforts in the crystal growth department. She holds a bachelor’s degree in materials science engineering from Rutgers University.
Bill Cusato is a Senior Director based in the New England region. Since 2005, Bill has initiated over 1,600 Cost Segregation and Energy Incentive studies across all commercial property types. He works directly with owners and their financial advisors to establish the potential benefit of each project and then acts as a liaison with the client through the completion of the study. Bill is a frequent speaker and is very involved with the education of the commercial real estate industry and also provides ongoing continuing education training and CPE credits to the CPA community. Bill holds a BS in Business Management from the University of Massachusetts – Boston with further business coursework at UCLA and Boston University.
As a Director of Business Development, Jeff works with the very best and brightest CPAs, attorneys, wealth planners, lenders, builders, and developers to strengthen their most important client relationships. Jeff’s real-life, in-the-trenches business experience, gained from three decades of executive leadership, financial stewardship and operational management for the Law Offices of Hayt, Hayt & Landau, HHL Financial Services, Tenant Healthcare and a number of emerging technology companies place him in high demand. Driven each day to help his clients reduce their tax liability and increase cash flow, Jeff’s greatest satisfaction comes from enabling clients to re-purpose tax dollars – to their best & highest use. “Nothing’s more rewarding then helping business owners to fully leverage their money, grow net worth and fulfill their life’s dream.” Jeff’s pursued undergraduate studies at Nassau Community College (SUNY) and Saginaw Valley State College; graduate studies at the University of Michigan.
For more than 18 years, David as has helped companies and business owners decrease taxes and increase cash flow by millions of dollars every year through specialized business tax incentives including R&D tax credits, cost segregation, EPAct 179D tax deductions, LIFO inventory solutions and 45L energy-efficient home credits. David provides accurate tax benefit evaluations that CPAs can take to their clients and business owners can use for cash flow analysis. His primary goal is to make sure the CPA and clients have correct and comprehensive information of the tax incentives by being responsive, thorough and engaging. David’s experience as a CPA for 33 years and ability to build beneficial relationships are the keys to successful engagements. He received his BBA in Accounting from Stephen F. Austin University.
David educates and consults with a large variety of business types and sizes, coordinates R&D tax credit and Cost Segregation studies, estimates and proposals. Davis is a CPA with 30+ years serving clients in a tax capacity. Formerly a Senior Manager, Tax at Deloitte, Director of Business Development at CCG (California Credits Group) and time in the corporate tax departments of Capitol Records (EMI) and MGM/UA communications Co. MS in Taxation from San Diego State University, 1985. BS in Accounting from San Diego State University, 1984.
Cecil is a leader in business development, boasting a background of over three decades across diverse industries. He has cultivated client bases in manufacturing, distribution, venture capital, real estate, healthcare, banking, and both public and privately owned enterprises. Demonstrating a grasp of market dynamics, Cecil has crafted approaches to penetrate new markets and capitalize on emerging prospects. His expertise extends beyond planning to encompass networking and communication skills, fostering robust connections, and nurturing meaningful client relationships. With a proven track record of propelling growth and delivering results, Cecil consistently brings value to the organizations he collaborates with.
Tony joined Source Advisors in Jan of 2013 and currently is the Senior Business Development Director for Southern CA and Arizona. He has more than 20 years’ experience working with CPAs and companies in helping them understand and benefit from specialized tax incentives. He also served 4 years in the United States Marine Corps and was part of the first Gulf War in 1991.
Frank Giudici is a Business Development Director on the Source Advisors Team. He is instrumental in fostering relationships with people who can take advantage of the value-adds that the Source Advisors team provides and constantly seeks to educate those on the subject matters of cost segregation, energy-efficiency and R&D. Prior to joining Source Advisors, Frank received his Bachelor’s Degree in Civil Engineering from Worcester Polytechnic Institute (WPI) and then spent 13-years in the Construction Management industry working throughout the Northeast on a variety of construction projects in several roles. Most recently, he served as the Procurement Manager over-seeing the buy-out strategy and implementation for multiple nanotech projects in Upstate New York. Frank’s expansive construction management background paired with his well-versed communication and detail-oriented nature bodes well for enriching peoples’ lives (pun-intended).
Brielle joined Source Advisors in 2018 as an Account Manager for the Greater New York metro region. Her responsibilities include improving accuracy and efficiency, accelerating the internal process for onboarding new clients, boosting the team’s response time and delivering exceptional client experience. Previously, she worked as a Marketing Coordinator at national media company supporting the advertising and sales division. Prior to her marketing role, Brielle was an auditor for a CPA firm. Over her two years with the firm, she focused on management companies, hedge funds and commercial businesses. She has bachelor degrees in accounting and marketing from Rowan University.
Benjamin Kluwgant combines his background in journalism with deep expertise in tax consulting. He switched careers in 2017 and took up a role for a multinational tax consulting firm with a specialization in R&D credits and VAT recovery. After seven years, including a key role at Leyton in the US focusing on Energy Efficiency, Real Estate incentives, and State & Local Tax consulting, Benjamin now brings his rich experience to Source Advisors. As our Business Development Director, he is committed to creating lasting, valuable connections with CPAs and their clients
Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a with a Masters in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is particularly qualified to assist both internal and external accounting teams, delivering solutions throughout the real estate life cycle; seamlessly integrating fixed asset analysis and enhanced cost segregation studies with tax incentives for energy efficient building improvements to produce immediate and recurring financial benefits for clients nationwide. Karen has lectured extensively on cost segregation and related tax-planning strategies for numerous industry groups and associations including the American Institute of Certified Public Accountants (AICPA), CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.
Chad Niehaus joins Source Advisors as a sales leader based in Atlanta, Georgia. Chad brings over seven years of industry experience helping companies and their CPAs identify tax-saving opportunities, and he will lead a team to drive revenue growth for the company.
As an advocate for businesses and an expert in tax incentives, Chad has worked with hundreds of companies throughout the United States. His experience covers a wide range of industries, including manufacturing, tech and software, commercial and residential real estate, and accounting firms.
Chad earned his Bachelor of Business Administration in Marketing and Management from the University of West Georgia. When he's not at work, you'll find him on the golf course or enjoying time with his wife and three kids.
Meghan is a Business Development Director on the Source Advisors Team. Her focus is building relationships with businesses and CPA’s, identifying and understanding clients unique tax opportunities and challenges and enabling the optimization of various incentive opportunities to enhance cash flow. She joins Source Advisors as a former Big Four consultant specializing in tax credits and business incentives and a business development professional serving the energy industry. Meghan is a CPA and holds a BS in Managerial Economics and Master’s in Taxation.
With a background in finance, Lisa brings a unique perspective to Source Advisors as Director of Business Development. She has 25+ years’ experience advising and consulting with business owners and C-Level Executives in companies of all sizes, in many industries including government contractors. As a commercial banker, Lisa worked directly with decision makers analyzing and recommending the most appropriate sources of financing to fund growth and support cashflow. Her experience was gained from institutions such as American Express and Wells Fargo. She collaborates and partners with CPA firms to be a resource for their clients in R&D Tax Credits, Cost Segregation and Energy Incentives.
Jon Patrono joined Source Advisors in September of 2022 as the Director of business development in the Fort Worth Region with over 15 years of experience in State, Local & Federal Taxation. His primary area of expertise includes R&D Federal Tax Credits, 179D/45L Energy Deductions, and Cost Segregation. Jon has helped companies ranging from Manufacturing, Oil & Gas, Software Development, and the AEC industry recover tax savings through his knowledge of industry specific tax credits and incentives. Jon holds a bachelor’s degree in business administration from the University of North Texas.
Bernitta came to Source Advisors in 1988. Over the past 32 years she has had a major role in design and developing many of the programs and processes for quality control, workflow, review processes, tracking of client information and organization. She oversees all aspects of the production of the Automobile LIFO offering. Continuously working to improve efficiency and maintain a high quality of output for our clients and internally within the company as well.
Cherie Brown joined Source Advisors in 2002 and serves as the Manager of IPIC Production, which utilizes a propriety software program for the IPIC method. She coordinates the entire process of the IPIC LIFO calculations from receiving and review of information to the production and timely delivery of IPIC LIFO calculations to more than 250 clients. Additionally, she ensures that estimates are completed for future prospects looking to utilize the IPIC Method. Cherie was formerly a Director in the Washington National Tax Services Group at PwC where she spent 14 years using propriety software to generate tax documents for companies in the Publicly Traded Partnership industry. She received her Bachelor of Science from Texas A&M University.
Since 2005, Debbie has worked to cultivate relationships with CPA firms, commercial real estate developers and investors, asset/portfolio managers, and owners. Through these connections, she helps clients increase cash flow using cost segregation and asset management studies, 179D/energy consulting, and Research & Development tax credits. Debbie began her career managing apartment communities, increasing ROI and occupancy on her properties. After working with Trammell Crow Residential Services for five years and completing her MBA, Debbie changed career paths to concentrate on the consumer packaged goods industry. Upon leaving the CPG world, Debbie founded Re:Focus on Careers, a networking organization dedicated to helping professionals with career development. She continues to present networking seminars to corporations, organizations, and alumni associations. She has an MBA in Marketing from Georgia State University and a BS in Telecommunications Production from the College of Journalism at the University of Florida.
Director of Business Development, Colorado Springs, CO
Frank Rotunda
Director of Business Development, Colorado Springs, CO
With over four decades of experience in the business and financial consulting realm, Frank’s expertise shines through. Before joining Source Advisors, he spent 12 years specializing in cost segregation at a different firm. Additionally, Frank held divisional management roles at TSI for 14 years. He focused on expanding market share and training business owners and physicians on strategies to enhance cash flow. Frank also played a role in coaching company representatives on effective communication techniques. Furthermore, he has shared his insights as a guest speaker at national conferences. At Source Advisors, his efforts are focused on educating clients and CPAs about the tax benefits of cost segregation.
Joe earned a master’s degree from Columbia College Chicago and a bachelor’s degree from North Central College. He was part of the football team at North Central at the Division 3 level for four years. Apart from his work in client and CPA relations, Joe cherishes spending time with his wife and three children in Katy, Texas.
Beau has accumulated a wealth of knowledge from collaborating with more than 100 CPA firms, giving him insight into the financial industry and the distinct obstacles encountered by clients within this field. He is dedicated to establishing dependable relationships built on his belief in forward thinking approaches, effective communication and consistent assistance. Beau earned a bachelor’s degree in business administration from Florida Atlantic University.
Al grew up in Cleveland and graduated from Ohio University. Shortly after graduation he got a position with IBM and moved to Dallas. Originally with the company from 2003-2008, he played a significant role in growing the Cost Seg and R&D practice from inception across the U.S. Al was also instrumental in bringing LIFO to CPA firms and clients throughout the country. Throughout his 25+ years in business development, he has worked with companies from small to Fortune 50 in various industries. As the Director of Business Development for the Midwest, Al uses his passion for helping others and specializes in forming strategic alliances that add value to CPA firms and their clients & prospects.
Chris started working at Source Advisors in 2023 as a Business Development Director. Bringing ten years of experience in sales and leadership positions within the financial services sector, he has shown a talent for cultivating long-term relationships with CPA firms, business owners, and executives. Chris is committed to forging partnerships that empower clients to feel secure and achieve success in their endeavors. He graduated from Indiana University and currently resides in Carmel, Indiana, with his wife, Allyson, and their three young daughters. Chris delights in quality time spent with loved ones, engaging in soccer matches, attending music performances, and relishing moments by the lake.
Randy Thompson builds on Source Advisor’s excellent reputation in the Southeast region with a focus on Florida. Working closely with CPA firms, developers, investors and asset/portfolio managers, he assists his clients in increasing cash flow using Cost Segregation and Asset Management studies. Randy began his career in sales over 30 years ago and has a well-established record in the recruiting, engineering, automotive, and general sales industries as well as being self-employed. He owned and managed a home inspection company which included inspection of real-estate property. He has an AA in Agriculture Management from Kansas State University.
Max joined Source Advisors in 2021 and is a Business Development Director. He has more than 16 years’ experience working with taxpayers of all industries to qualify and quantify R&D Tax Credits. Prior to joining Source Advisors Max was the Director of Tax and R&D at a prominent northeast area Cost Segregation firm, ensuring that the studies being performed were in line with the most current tax legislation. Additionally, Max was responsible for the development and growth of the R&D Tax Credit practice there. Max started his career with PwC’s Tax Products Delivery Group (TPDG) specializing in R&D Tax Credits and Cost Segregation Studies. While there, Max worked with clients in the Manufacturing, Financial Services, High Tech and Pharmaceutical industries. Max has been involved in some way on over 2,000 special incentive studies in his career. He holds a BS in Accounting and a Masters in Forensic Accounting from Southern New Hampshire University.
Candace is a Senior Director of the Fixed Asset Consulting Group at Source Advisors, where she oversees Tangible Property Regulations (TPR), Fixed Asset Reviews (FAR) projects, and performs tax reviews and report certifications for cost segregation and TPR studies. She has more than 20 years’ experience specializing in the field of fixed assets. Prior to Source Advisors, Candace worked with a leading tax consulting firm providing federal income tax planning in cost segregation, tax depreciation, capitalization and repair deductions, and tax accounting methods. During the first nine years of Candace’s career, she focused on general accounting and fixed asset accounting for a multinational manufacturer and a national financial services firm in Dallas, TX. Candace holds a bachelor’s degree in business administration from the University of Texas at Arlington and an Advanced Technical Certificate in Professional Accountancy from Dallas College. Candace is a Certified Member of the American Society of Cost Segregation Professionals (ASCSP), a nonprofit professional organization, where she has served as a member of the Board of Directors.
Andy originally joined Source Advisors in 2004. He is currently a Director in the cost segregation department. He has extensive experience performing cost segregation studies, repairs studies, fixed asset and maintenance studies, and dispositions studies. Andy holds both a bachelor’s degree in construction science from Texas A&M University and an associate degree in computer drafting from Lamar University. He has taken courses at Texas A&M University where he plans to earn his MBA.
Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained valuable experience during more than 15 years in Big Four public accounting and other consulting firms, providing tax consulting and valuation services to Fortune 500 within the manufacturing, retail, transportation, pharmaceutical, technology and hospitality industries. Patrick holds a bachelor’s degree in mechanical engineering from Stevens Institute of Technology and has been a LEED Green Associate since 2010.
Marcus has more than 32 years of experience in the construction industry, including senior project management, CPM scheduling, project estimating, and project management consulting. His past 21 years have been devoted to cost segregation and fixed asset tax issues. Marcus has completed hundreds of Cost Segregation Studies spanning the US, including healthcare, hotels, multi-family apartments, shopping centers, auto dealerships, resort structures, restaurants, manufacturing, and office buildings.
Jason is a registered professional engineer in the Commonwealth of Massachusetts with over 25 years of experience in the building construction industry. Prior to Cost Segregation, Jason performed as a lead project engineer and field engineer for consulting engineering firms working on utilities, municipal, environmental, highway, and building construction projects. Jason was responsible for signing and sealing contract drawings and specifications, structural design, inspections and reports. As a Senior Project Engineer at Source Advisors, Jason is responsible for technical production of Cost Segregation Studies on large, complex projects including acquisitions, renovations, new construction, tangible property and detailed asset management studies. Jason has experience in most property types including regional hospitals, skyscrapers, heavy manufacturing, industrial, information technology, biomedical, restaurants, hospitality, retail and more.
Robyn is responsible for performing asset management and cost segregation studies for commercial and residential properties in the Southeast region. Before joining Source Advisors, Robyn worked in the defense industry in engineering and project management. Robyn has a BS in Aerospace Engineering and is an Associate Member of the American Society of Cost Segregation Professionals.
Jennifer has completed over 1600 cost segregation projects since joining Bedford Cost Segregation, LLC in 2005, with property types including multi-family housing developments, manufacturing facilities, high-rise office buildings, shopping centers, among others. She holds a BS in Mechanical Engineering along with a Master’s degree in Engineering Management from the University of North Carolina at Charlotte. She has 8 years prior experience as a project and process engineer in the manufacturing industry.
Kamal has been in the tax industry since 2005 and has assisted many companies ranging from start-ups to Fortune 500 companies with complex tax matters. Over the past 15 years, Kamal has successfully identified and recovered more than $75M in overpaid indirect taxes for his clients. He has also developed many strong relationships with governmental agencies and auditors throughout the United States and assists taxpayers in various indirect tax areas, including but not limited to sales and use tax, gross receipts tax, and excise tax. Kamal works with clients from jurisdictions across the country in reverse tax audits, audit defense and appeal, tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, and compliance services. Kamal holds an M.S. in Accountancy from Farleigh Dickinson University and a B.A. in Labor Studies & Industrial Relations, School of Management and Labor Relations at Rutgers University. His service specialties include: Sales and Use Tax, Gross Receipts Tax, Excise Tax, Reverse Tax Audits, Audit Defense and Appeal
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services overseeing general operations, quality, and tax controversy services. She has over 20 years of R&D Tax Credit experience working across a variety of industries with clients from start-ups to Fortune 500 companies. Prior to joining Source Advisors Tax, Rachel held a Managing Director role at a boutique R&D tax credit firm for 10 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting and a minor in Management Info Systems. Rachel is a CPA.
Ryan has spent his nearly 25-year career acquiring new clients and building relationships with business and property owners. This has led directly to increased revenue for his clients while also saving them valuable time. As a licensed property tax consultant since 1996, Ryan has become a specialist in the state & local tax consulting industry.
Ryan’s successful career is testament to his overall approach to life which focuses on people and relationships. Combining a competitive spirit for business and a genuine heart for people make Ryan a tremendous asset to Source advisors.
In 2007, George joined the Source Advisors team and is now a Senior R&D Tax Credit Director. He previously worked at PwC in the national R&D tax credit practice, has compliance experience from KPMG, and has experience from a regional accounting firm. His primary focus has been R&D tax credits for the past 25 years.
Moi joined Source Advisors in 2007 and currently leads the Financial Services Practice. He has more than 23 years’ experience working with R&D tax credits and related 174 issues across all qualifying industries as well as significant IRS audit experience, including appeals. He is considered a national expert in software R&D and has specialized knowledge of financial services software. Moi was formerly a manager on PwC’s national R&D team specializing in the oil and gas and manufacturing industries. He has been with Source Advisors for over 17 years, helping to establish and grow the R&D practice significantly over that time frame. He holds a BS in Finance from NMSU and a Masters in Accounting from University of Dallas.
Laura is a Director in R&D Tax Credits at Source Advisors. She joined the team in 2017 and leads several multi-disciplinary teams involved in the identification, qualification, and quantification of Research and Development tax studies. Laura has implemented numerous processes and training procedures aimed at improving the overall quality and standards of the deliverable. Her former experience includes six years in financial services leading projects, and three years in Supply Chain Management at Chrysler. Laura received her Bachelor of Business Administration degree from Grand Valley State University.
Andrea joined Source Advisors in July 2020 as the Client Services Director for the R&D Team. Her primary responsibility is leveraging her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams. Andrea will work alongside existing clients, their CPA Partners, and with our internal team to improve understanding of current business operations and industry/economic trends to help maximize their R&D tax credit benefits. Prior to joining Source Advisors, Andrea spent over 15 years in the R&D industry serving in various roles, including her most recent as a Technical Director for a boutique firm. She has long tenures with other R&D Specialty Firms as well as being part of the R&D tax credit team for Deloitte. Andrea has extensive experience in many industries including manufacturing, oil and gas, biotechnology, medical device, financial services, A&E and software development. She holds a B.S. in Biology/Business Administration from the University of Texas at Dallas
Jordan became a part of Source Advisors in 2015 and is now a Senior Director for R&D Tax Credit Consulting. His main duties involve guiding CPAs and taxpayers with R&D tax credits and overseeing R&D tax credit projects. Prior to joining Source Advisors, he accumulated eight years of experience in market risk management, software development, and operations within OTC markets. Jordan holds a bachelor’s degree in business administration, focusing on Accounting and Finance from Grand Valley State University.
Alex joined Source Advisors in 2013 as an R&D Project Manager and in 2016 expanded his role to Director in the R&D Tax Credit Consulting department. His primary responsibilities included conducting preliminary evaluations for R&D qualification in addition to managing and executing projects for a wide range of industries. In 2021, Alex began working on development of strategic partnerships for the GOAT.tax platform as the Head of Customer Success.
Alex has extensive experience in numerous technology-related fields including cloud platform development, game development, mortgage, fintech, Department of Defense contractors, and engineering. He was also responsible for building computational models for credit calculations, developing audit-ready deliverables, and training all new hires on both the sales and production teams.
Prior to joining Source Advisors, Alex worked at a regional corporate tax consulting firm where he was a Director responsible for building several verticals by leveraging his knowledge of software development, engineering, and contract manufacturing. He has considerable experience with the R&D tax credit with regard to calculation, substantiation, and defense.
Alex holds a BA in English and a BA in Comparative Literature from the University of California, Irvine and is fluent in Korean.
Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with assisting clients with onboarding and support. He has over ten years of direct R&D tax credit experience in various industries, including software development, engineering, aerospace, manufacturing, architecture, and video game development. He has helped clients and CPA partners identify and understand R&D opportunities, maximize R&D credit benefits, and document to support the credits claimed. Riz is passionate about utilizing technology to bring automation to manual processes to eliminate inefficiencies and improve business operations. Riz holds a bachelor’s degree in Accounting and Finance from the University of Massachusetts, and a master’s degree in Information Technology Management from Clark University.
Alex joined Source Advisors in 2016 and is a Director in the R&D Tax Credit Consulting department. He is primarily tasked with offering technical consulting to CPAs and companies seeking guidance on the potential for R&D tax credits, as well as managing R&D tax credit projects. Alex's previous background encompasses five years of expertise in operational planning, technology development and risk management. Most recently, he spearheaded global projects within OTC derivative markets. He holds a BBA from Grand Valley State University, where he double majored in Business Economics and Finance. Additionally, Alex earned an MBA from Central Michigan University.
Mike joined Source Advisors in 2008 as a Project Manager Consultant and has since been promoted to Director of Project Management. His main duties involve overseeing the R&D Project Management Team, which includes training, process management for conducting interviews and documenting activities for the R&D tax credit studies. Additionally, he collaborates with leadership to meet companywide vision and financial goals. Prior to this role, Mike accumulated seven years of experience in the pharmaceutical industry and another seven years in retail. He obtained his BBA from the University of North Texas.
Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for over fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.
