Discover how our innovative tax solutions have helped businesses
overcome their tax challenges and achieve significant tax savings
Case Studies
Sales & Use Tax
Discover how our innovative tax solutions have helped businesses overcome their tax challenges and achieve significant tax savings
The company, a major global paper product manufacturer, has partnered with Source Advisors to identify potential tax recovery opportunities due to overpaid taxes, demonstrating their commitment to sustainable production practices and investment in technology.
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This case study examines the IT expenditures of a leading global healthcare distributor in New York, focusing on the efforts of Source Advisors to ensure accurate tax payments and refund opportunities for overpayments.
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The 2018 Supreme Court ruling Wayfair v. South Dakota significantly impacted sales tax remittance for businesses, particularly those using software as a service (SaaS). Source Advisors assisted a Global Marketing Company in understanding their state and local tax obligations.
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Canadian shoe brand successfully expanded into US market through e-commerce, navigating complex tax regulations and compliance standards. Source Advisors assisted in meeting necessary guidelines for its first US store opening.
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The real estate firm, a top landlord in the U.S., manages properties in major cities like Boston, Chicago, New York, Los Angeles, Las Vegas, Miami, and San Francisco, and manages assets for various clients including sovereign wealth funds, pension plans, endowments, and multi-managers.
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Arable Labs, a technology start-up in Princeton, New Jersey, was co-founded by Adam Wolf in 2014, who later became its Chief Scientist. The company’s unique combination of software engineering expertise and agricultural research and farming heritage sets it apart.
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In 2019, a Source Advisors partner secured a client with complex U.S. tax compliance needs. They identified value-add opportunities, including the Federal R&D Tax Credit, which the client’s prior returns failed to include. The CPA partner connected them with Source Advisors for a multi-state nexus and credit review.
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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.
Read Case Study →
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.
Read Case Study →
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.
Read Case Study →
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.
Read Case Study →
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.
Read Case Study →
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.
Read Case Study →
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.
Read Case Study →
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.
