FORT WORTH, TX – Source Advisors, a premier specialized tax consulting firm offering R&D Tax Credit, Cost Segregation, §179D, §45L, and LIFO (Last-in-First Out) inventory solutions, announces the acquisition of PMBA, a leading business asset recovery and state and local sales tax consulting firm based in New York. Source Advisors’ consultative and customer centric approach helps CPA firms and their clients navigate the evolving tax laws that govern tax incentives. With the additional offering of state and local tax, the acquisition empowers Source Advisors to provide its clients with a full-service suite of tax incentive solutions at the global, federal, and state levels.

Chris Henderson, the CEO of Source Advisors, said: “We are thrilled to welcome PMBA into the Source Advisors family. This acquisition reinforces our ability to continue to provide best-in-class tax advisory services and marks a milestone in our growth strategy. For over 40 years, Source Advisors has been a trusted advisor to both our CPA partners and Fortune 1000 clients alike. We are confident that the addition of business asset recovery and state and local tax service lines will allow us to better serve our clients’ comprehensive needs.”

CEO & Managing Director of PMBA, Chris Vignone, commented: “We are thrilled to be joining forces with Source Advisors and are eager to build on our strengths and drive value for our collective clients. We believe Source Advisors clients and CPA network will benefit tremendously from the new service lines and our team’s extensive experience in state and local tax. We are also excited to combine our talented R&D practice with Source Advisors’ industry-leading team.“

Both firms will maintain their individual brands during the transition phase until full integration is achieved. District Capital Partners served as the financial advisor to Source Advisors for this transaction.

FORT WORTH, TX—APRIL 3, 2023 – Source Advisors, a specialized tax consulting firm offering nationwide R&D Tax Credit, Cost Segregation, LIFO inventory, §179D, and §45L solutions, announces its global expansion plans with the strategic acquisition of GovGrant, a prominent U.K.-based research and development (R&D) tax credit consulting firm.

With a focus on tax incentives, cost recovery, and energy management, Source Advisors has become a trusted industry leader in tax consulting for over 40 years. The company has delivered outstanding results for clients across a wide range of industries and has established itself as a steadfast and innovative firm.

As part of its global expansion strategy, Source Advisors has acquired GovGrant, a premier R&D tax relief consulting firm in the United Kingdom. GovGrant is renowned for its comprehensive R&D tax relief services and Intellectual Property consultancy and has earned an excellent reputation in the industry. Its proven track record and extensive experience make it an ideal partner for Source Advisors.

“We are excited to enter this new chapter of our growth story,” said Chris Henderson, CEO of Source Advisors. “We remain committed to providing unparalleled service and support to our clients worldwide. The acquisition of GovGrant enhances our ability to offer solutions to businesses globally, strengthening our position as the leader in specialty tax consulting.”

Luke Hamm, CEO of GovGrant, said, “This acquisition with Source Advisors will provide GovGrant the platform for exponential growth and allow us to accelerate both our organic and inorganic strategy. The U.K. is seen as a key territory, and we are fully aligned with Source Advisors in our commitment to quality, ambition, and culture. We are delighted to be
joining the team.

Together, Source Advisors and GovGrant will continue to provide unique expertise, tailored solutions, and stellar client service. They will work closely to ensure a smooth transition for their clients and employees as they expand their reach worldwide.

BOSTON, April 6, 2022 – BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, announced today that it has made a majority investment in Source Advisors, a market leading specialty tax consulting firm focused on the SMB market.

Founded in 1983, Source Advisors is a market leading specialized tax consulting firm providing R&D Tax Credits, Cost Segregation, §179D, §45L, and LIFO inventory solutions to clients across a range of industries and geographies. The company provides a comprehensive solution suite to its customers through a combination of highly technical consulting and proprietary software tools. The company is headquartered in Fort Worth and has over 150 employees.

FORT WORTH, TX – Source Advisors, a market leading tax consulting firm providing R&D Tax Credit, Cost Segregation, §179D, §45L, ERC and LIFO inventory solutions nationwide for more than 38 years, has launched GOAT.tax, an automated research & development tax credit SaaS platform to service clients across a variety of industries.

With over 50 dedicated R&D tax credit professionals ready to provide support, GOAT.tax takes all the guesswork out of a complex tax incentive by offering an easy-to-use, self-guided experience along with payroll system integration. Their SmartCreditEngine crunches the numbers to make sure each company gets their maximum tax benefit.

“We are thrilled to be able to bring this automated software to the market. Launching GOAT.tax gives smaller businesses and start-ups the opportunity to learn about their eligibility for the R&D tax credit. GOAT.tax will service industries and companies that previously overlooked the possibility of claiming the R&D tax credit due to more limited research expenses. The SaaS platform compliments our current Source Advisors R&D tax credit practice, which will continue to provide best in class service to larger clients that want a more consultative approach,” said Chris Henderson, President of Source Advisors.

For more information on GOAT.tax visit www.goat.tax or email info@goat.tax.

FORT WORTH, TX – Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit , Cost Segregation, LIFO inventory, §179D and §45L solutions nationwide for more than 38 years, has joined forces with Bedford Cost Segregation, an independent professional services firm specializing in cost segregation and innovative tax and energy solutions for the commercial real estate industry.

“Bedford’s exceptional client focus and reputation in the industry align perfectly with our core values of trust, integrity, and client service,” said Chris Henderson, President of Source Advisors. “We are excited to further extend our national presence and unparalleled technical leadership with this combination.”

Greg Bryant, Managing Partner of Bedford said, “this merger amplifies and accelerates our strategic goals for growth, in direct response to our clients’ needs. Since the leadership at Source has been well known to Bedford, we could not think of a better firm with whom to partner.  Our respective approaches to business and client satisfaction are closely matched.”