Cherie Brown

Cherie Brown

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...
Bill McKeon

Bill McKeon

Bill educates and consults with CPA firms and business of all sizes to be a value-added resource. He coordinates R&D tax credit, Cost Segregation and 179D estimates and proposals for business that range in size from Fortune 500 to family businesses. Bill...
Michael Warady

Michael Warady

Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost...
Deborah Roth, CPA

Deborah Roth, CPA

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 4,000 R&D tax credit studies in the over 20 years that she has focused solely on...
Imran Syed, PE, LEED AP, CEM

Imran Syed, PE, LEED AP, CEM

Imran joined Source Advisors as an energy modeler and cost segregation consultant in 2010. He is currently a senior manager in the cost segregation department and is the director of §179D. Prior to joining Source Advisors, Imran was a mechanical engineer at HMS...