Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services with primary responsibility over the quality of deliverables. She has over 14 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 9 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting.