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October 1, 2018

Rachel Bishop joined our growing R&D Tax Credit consulting group in July 2018 as a Senior Director. Rachel is a CPA with more than 14 years of R&D Tax Credit experience working across a broad range of industries for companies from startups to Fortune 500. Rachel was the Managing Director for Black Line Group’s R&D practice for nine years prior to joining Source Advisors. She will partner with Deb Roth, Managing Director of R&D, to expand our R&D practice and ensure high quality deliverables and superior client experience.

In addition, Moi Romero, a 12-year veteran of our R&D practice, recently assumed the lead role for our Tax Controversy group. Moi has specialized in federal and state R&D tax incentives for nearly 20 years and has extensive experience with exam advocacy and appeals representation.

The Source Advisors R&D practice has experienced significant growth, doubling in size since 2012. We currently have 21 dedicated, full-time professionals and expect to add several additional team members in 2019.