Welcome CPAs to Source Advisors

Your CPA Resource Portal

Navigating the changing landscape of taxation demands ongoing education. At Source Advisors, we specialize in providing CPAs with a comprehensive collection of resources, valuable insights, and opportunities for expert-led learning.

Our portal is designed to keep you informed and ahead of the curve, ensuring you are always equipped with the most accurate and up-to-date information in the field. Utilize our platform to elevate your knowledge and stay competitive.

Access Our Specialty Tax Resources

Dive into our comprehensive resources tailored just for CPAs:

  • Tax News Updates: Stay ahead with the most recent tax legislation, rulings, and updates that could impact your practice and your clients.
  • CPE Course Catalogs: Browse through our extensive range of CPE courses, designed to enhance your skills and keep you compliant.
  • Expert-Led Webinars: Learn from industry leaders as they share their knowledge, insights, and practical tips through engaging webinars.

Empower Your Practice

Elevate your skills, stay informed, and provide exceptional services to your clients by leveraging the resources available at Source Advisors. Let’s navigate the future of taxation together!

Speak with a Specialist

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Discover the Source Advisors Difference

Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

Our comprehensive knowledge in R&D tax credits, Cost Segregation, Energy Efficiency tax credits, and much more ensures a holistic approach to maximizing your tax savings.

We understand that every business is unique. Our personalized strategies are designed to meet the distinct needs and goals of your company.

Our 40-year history of achieving substantial tax credit savings for clients across various industries is a testament to our commitment and expertise.

Stay ahead of the curve with our up-to-date knowledge of tax legislation and compliance requirements, providing you with peace of mind.

Our dedicated support team is readily available to guide you through every step of the process, ensuring a smooth and stress-free experience.

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.