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Case Studies

Discover how our innovative tax solutions have helped businesses overcome their tax challenges and achieve significant tax savings

Our Case Studies by Service

Architecture & Engineering

This case study reveals how Source Advisors successfully navigated the complexities of R&D tax credits for a structural engineering firm, securing substantial financial benefits.

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Blockchain Development

This case study explores how Source Advisors successfully navigated the complex tax landscape for a FinTech startup specializing in algorithmic cryptocurrency trading, revealing substantial tax savings.

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Bowling Ball Manufacturer

Source Advisors discovered a significant R&D tax credit resource for a leading bowling industry player, highlighting the intricate nature of high-performance bowling ball development.

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Breweries

Source Advisors discovered a tax benefit for a craft brewery that uses unique R&D activities, revealing a potential goldmine of tax benefits.

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Candy Packaging Manufacturing

Source Advisors discovered a tax benefit for a craft brewery that uses unique R&D activities, revealing a potential goldmine of tax benefits.

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Construction and MEP

R&D tax credits in the AEC sector can be used for various innovative projects, including custom system design and innovative construction methods.

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Contract Manufacturing
Medical Devices

This case study explores how Source Advisors transformed R&D tax credits challenges for a medical instrument-specific contract manufacturing company into financial assets.

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Electrical Design

This case study explores how Source Advisors secured R&D tax credits for a reputable electrical contracting company, highlighting the potential for innovation in the industry.

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Electronics Manufacturing

This case study explores how Source Advisors assisted an experienced electronics manufacturer in claiming substantial R&D tax credits.

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Financial Services

This case study demonstrates how Source Advisors assisted a seasoned hedge fund in identifying untapped value through R&D tax credits in the high-stakes hedge fund management industry.

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Green Chemical Company

This case study reveals that Source Advisors discovered untapped R&D tax credits for a chemical company focused on eco-friendly products, highlighting the potential of these companies in environmental sustainability.

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Health and Pet Care

Source Advisors transformed the R&D tax credit landscape for a leading health and pet care company, highlighting the importance of innovation in the well-being industry.

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Manufacturing and Distribution

R&D is crucial for electronic product manufacturing, but identifying qualifying activities for R&D tax credits remains a challenge for many companies.

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Mechanical Engineering

Mechanical and industrial engineering firms often struggle to identify and effectively claim R&D tax credits for complex systems, despite the industry’s constant innovation.

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Metal Fabrication

R&D significantly advances metal fabrication methods, but claiming tax credits in this complex industry requires detailed assessments of manufacturing processes and product designs.

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Mortgage Banking

The mortgage banking industry is not widely recognized for its R&D efforts, but many companies, particularly in software development, are actively engaged in this field.

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Plastics Injection

Source Advisors helped a plastics industry leader increase their R&D tax credits by redesigning customer prototypes and developing new fabrication techniques.

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Tool and Die

The Tool & Die industry is a hub of innovation, but many firms are unaware that their R&D efforts could qualify them for substantial tax credits.

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Apartments

This case study examines how Source Advisors transformed the financial landscape of an 18-building garden-style apartment complex, addressing cost segregation challenges in the property industry.

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Auto Dealerships

This case study examines how Source Advisors utilized Cost Segregation to convert a newly constructed auto dealership’s building costs into significant tax advantages.

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Big Box Retailers

This case study showcases how Source Advisors successfully optimized the acquisition costs of a multi-tenant retail property, resulting in substantial tax benefits.

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Data Centers

This case study showcases how Source Advisors effectively utilized data center construction costs to achieve significant tax savings in the complex world of data center taxation.

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Distribution Centers

Source Advisors utilized Cost Segregation to leverage tax benefits for a chemical distribution center, highlighting the potential tax implications of custom-built facilities.

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Fitness Centers

This case study demonstrates how Source Advisors effectively transformed the purchase costs of a modern fitness center into significant tax advantages.

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Food and Bev Manufacturer

The Food and Bev Manufacturer utilized Cost Segregation to unlock tax incentives during a complex expansion and retail venture, overcoming financial challenges.

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Grocery Stores

This case study examines how Source Advisors transformed the financial landscape of an 18-building garden-style apartment complex, addressing cost segregation challenges in the property industry.

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High-End Daycare Centers

The case study demonstrates how Source Advisors utilized Cost Segregation to convert the construction expenses of a high-end daycare center into substantial tax benefits.

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Newly Constructed Banks

This case study demonstrates how Source Advisors utilized Cost Segregation to convert construction costs into significant tax advantages for banking institutions.

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Office Buildings

Source Advisors has successfully optimized Cost Segregation in office buildings, revealing significant tax benefits for contemporary office complexes, particularly when considering multi-tenant facilities.

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Restaurants

Source Advisors successfully utilized Cost Segregation in the restaurant business, resulting in significant tax savings for a renowned hamburger restaurant.

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Consumer Product Manufacturer

A global paper product manufacturer has partnered with Source Advisors to explore tax recovery opportunities for overpaid taxes, showcasing their commitment to sustainable production and technology investment.

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Distributors

This case study explores the IT expenses of a prominent global healthcare distributor in New York, focusing on Source Advisors’ efforts to ensure accurate tax payments and refund opportunities.

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Global Marketing Company

The 2018 Supreme Court ruling Wayfair v. South Dakota significantly impacted sales tax remittance for businesses using SaaS, and Source Advisors assisted a Global Marketing Company in understanding their state and local tax obligations.

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Growing Fashion Brand

Canadian shoe brand successfully expanded into US market via e-commerce, navigating tax regulations and compliance standards, with Source Advisors assisting in meeting store opening guidelines.

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Real Estate

The top U.S. real estate firm manages properties in major cities and assets for clients like sovereign wealth funds, pension plans, endowments, and multi-managers.

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Tech Start-Up

Arable Labs, a Princeton-based technology start-up, was co-founded by Adam Wolf in 2014, specializing in software engineering and agricultural research and farming heritage.

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Tile Manufacturers

In 2019, a Source Advisors partner secured a client with complex U.S. tax compliance needs, identifying value-add opportunities like the Federal R&D Tax Credit, and connected them for a multi-state nexus and credit review.

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Contact Source Advisors for a Free Assessment

Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.