Chad brings over 25 years of property tax experience to the Source Advisors team. After graduating from Dallas Baptist University in 1996, Chad, along with his father Stan and cousin Ryan, started Paramount Consulting Group, Inc. which later merged with United Property Tax to form UPTG which was then acquired by Source Advisors.
Chad is experienced in the area of commercial real estate consulting and has extensive experience in a wide array of commercial real estate from mom and pop restaurants, golf courses, industrial properties, multi-family homes, big box retail, and large office buildings to name a few. Through his years of consulting, Chad worked and gained experience in over 20 states. Every year Chad helps clients save millions of dollars in tax.
Steve Boyce has joined Source Advisors as Chief Financial Officer, reporting to Tim Whipple. Steve brings more than 25 years of finance and leadership experience to his role as CFO. Based in Virginia, Steve has helped companies grow, transform, and navigate change—from serving as CFO of CrossCountry Consulting, a private equity–backed advisory firm, to leading finance teams at Morgan Franklin Consulting and NeuStar, Inc. At NeuStar, Steve spent over a decade in senior leadership roles, including Vice President, Finance & Treasurer. He began his career at Ernst & Young, where he worked closely with fast-growing technology, communications, and entertainment companies. Steve is passionate about building strong finance organizations that support growth, collaboration, and long-term success.
Senior Managing Director – Strategic Initiatives
Greg Bryant
Senior Managing Director – Strategic Initiatives
Greg is Senior Managing Director at Source Advisors, where he is responsible for key client relationships and strategic initiatives for the firm. Prior to the Source/Bedford merger, Greg was the founder and Managing Partner of Bedford, having successfully established the firm as a recognized industry leader, guiding Bedford to the completion of more than 14,000 Cost Segregation studies, covering a wide range of property types and sizes. Combining experience in development, construction, and engineering for more than four decades, Greg has a broad understanding of the commercial real estate industry, ranging from project conceptualization through construction and asset management. A graduate of Dawson College, Greg has also completed specialized real estate studies at the University of Texas at Arlington and Loyola University’s Sellinger School of Business in Baltimore, MD. Greg is a Certified member and first president of the American Society of Cost Segregation Professionals (ASCSP), a nonprofit professional organization, where he has served as a member of the Technical Standards Committee, and Testing Committee and currently serves on the Board of Directors.
Jennifer joined Source Advisors 2004 as a Senior Technical sales specialist. She educates and consults a large variety of business types and sizes. Prior to Source Advisors, Jennifer was Manager of NYC Cost Segregation Practice, Machinery & Equipment Appraiser specializing in power plants & manufacturing facilities, and a Project Engineer responsible for construction management and design of Fiber Optic Networks. She has a bachelor’s degree in materials science engineering from Rutgers University.
Sheri Kanellos has been a driving force at Source Advisors since 2005, expertly steering our human resource management and operations. With over three decades in finance and 18 years dedicated to HR, Sheri brings a wealth of expertise spanning manufacturing and professional services. As an HR professional, she is dedicated to cultivating relationships and to being a strategic resource and leader to the organization. She believes that a company’s most valuable asset is their people, and she considers supporting them the most crucial function of an HR leader. Sheri attended Hesser College in Manchester and has a Financial Management degree from Franklin Pierce University. She is an active member of the Society for Human Resources Management.
Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation, LIFO, and Energy Efficiency services. Her experience includes 8 years in the financial services industry and 15+ years in B2B marketing specializing in content and lead generation strategies and execution. She is also a seasoned corporate trainer. Leila received her Bachelors of Arts degree from University California, Los Angeles.
Sara joined Source Advisors in 1995 as a Customer Service Manager. She was integral in developing Source Advisors’ proprietary software program for the IPIC method. Sara has served in several roles while on the Source Advisors team, including the development of the Trade Discounts service, Sales Support, Director of IPIC Services, and Director of LIFO Client Services.
As a Managing Director, Sara leads the LIFO division, building and developing a team of LIFO Managers.
Sara has her Bachelor’s degree in Business Administration from Abilene Christian University.
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 4,500 R&D tax credit studies in the over 20 years that she has focused solely on R&D tax credits. Deb holds a BBA and Masters of Accountancy from the University of Michigan School of Business. She is also a founding member of the National R&E Roundtable.
Kamal has been in the tax industry since 2005 and has assisted many companies ranging from start-ups to Fortune 500 companies with complex tax matters. Over the past 15 years, Kamal has successfully identified and recovered more than $75M in overpaid indirect taxes for his clients. He has also developed many strong relationships with governmental agencies and auditors throughout the United States and assists taxpayers in various indirect tax areas, including but not limited to sales and use tax, gross receipts tax, and excise tax. Kamal works with clients from jurisdictions across the country in reverse tax audits, audit defense and appeal, tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, and compliance services. Kamal holds an M.S. in Accountancy from Farleigh Dickinson University and a B.A. in Labor Studies & Industrial Relations, School of Management and Labor Relations at Rutgers University. His service specialties include: Sales and Use Tax, Gross Receipts Tax, Excise Tax, Reverse Tax Audits, Audit Defense and Appeal
Raul Soto is a leader in operations, specializes in real estate valuations and is adept at leading high-performing teams. He earned a bachelor’s degree in architectural studies from Florida International University and played a vital role in Rocket Companies’ achievements for the past decade.
During his time at Rocket Companies, Raul held several leadership roles primarily focused on operations. His talent for expanding teams and fostering excellence stems from his approach to process improvement.
Beyond his commitments, Raul prioritizes his family life. He can often be seen cheering on his son, Ryan, at soccer games and supporting his daughter, Lauren, in her dance endeavors. In his leisure time, Raul enjoys traveling, spending quality moments with loved ones, and playing the occasional round of golf.
Imran joined Source Advisors in 2010 and is currently the Managing Director of Energy Services. Imran is a mechanical engineer by trade and has more than 15 years of experience in sustainability and energy-efficient buildings and is a registered Professional Engineer (P.E.). He is a registered Professional Engineer(PE), Certified Energy Member (CEM), LEED AP, HERS Rater, NGBS Verifier, and ENERGY STAR partner. Imran holds a master’s degree in Mechanical Engineering from the University of Michigan – Dearborn.
Alex Timian has joined Source Advisors as Chief Operating Officer, reporting to Tim Whipple. Based in New York City, Alex brings 15 years of experience helping professional services firms grow and evolve. He began his career as a corporate investigator at a specialty consulting firm and went on to serve as the company’s Chief People Officer and COO. Alex has a passion for building and mentoring teams, driving operational excellence, and creating an environment where people can reach their full potential.
Tim Whipple joined Source Advisors in 2024 with extensive financial and operational experience. Most recently he served as an Executive Partner with Sixth Form Partners where he evaluated various investment opportunities. Previously he served as CEO of the Mintz Group, the premier global provider of investigative research and background checks. In his 13 years there, Tim grew the business from a small, regional player into a global industry leader. In addition to building out and leading transformative initiatives across many critical functions, Tim also successfully raised multiple rounds of private equity capital and executed cross-border acquisitions on three continents. Prior to the Mintz Group, Tim spent more than a decade in investment banking, where he worked with companies in a variety of M&A and capital markets transactions, as well as in private equity, where he evaluated investment opportunities in middle market services businesses.
Tim holds an MBA from Columbia Business School and a BA in Economics from Trinity College.
With over 25 years of experience in technology covering a large breadth of industries, Jason Wilcox consistently demonstrates innovation and leadership. Most recently Jason was the Head of Technology for Jerry, a VC backed fintech out of silicon valley, where he was responsible for architecting the technology and team behind their auto finance product as well leading the IT, Information Security, and Governance, Risk, & Compliance initiatives. Prior to that Jason served as CTO at RefiJet, a prominent auto-refinance company where he built a multi-national technology team and orchestrated the development of an industry leading refinance and loan origination system.
He holds an undergraduate degrees in Biomedical Engineering and Physiological Sciences from Marquette University and master's degrees in Predictive Analytics from Northwestern University, Strategic Intelligence from American University, and an MBA from Quantic University.
Joy Wilder Lybeer joined Source Advisors in 2025 bringing deep expertise in building and leading high-performing, growth-oriented revenue organizations. Her relentless pursuit of results, combined with a contagious leadership style, inspires teams to follow her anywhere and consistently deliver at the highest level.
Prior to joining our team, Joy spent 15 years at Equifax, where she served as Chief Revenue Officer and SVP of Global Partnerships. In that role, she led a team of more than 400 professionals and oversaw a $1.3 billion portfolio across multiple client segments and global partnerships. Before Equifax, Joy built an extensive career at SunTrust Bank, further sharpening her expertise in financial services and revenue leadership. In addition to her corporate leadership roles, she has advised a broad portfolio of private equity–backed companies, helping emerging organizations scale for sustainable, long-term growth.
Kenneth has over nine years of experience in the State and Local Tax (SALT) industry. Having begun his career at PMBA, now part of Source Advisors, Kenneth has developed deep expertise in tax consulting, client relationship management, and nexus analysis. His expertise includes software implementations, personal property tax strategies, sales tax recoveries, and audit defense.
He holds a bachelor’s degree in accounting and is known for his practical approach to solving complex indirect tax challenges.
Kevin brings over 23 years of tax experience, including 17 years specializing in property and sales tax. He holds certifications as a Certified Member of the Institute for Professionals in Taxation (CMI) in both Property Tax and Sales Tax, a Senior Property Tax Consultant License in Texas, and is a Certified Avalara Implementation Specialist, showcasing his expertise in tax automation and compliance. Kevin’s career spans industries such as manufacturing, healthcare, retail, and technology, where he is recognized for delivering expert tax solutions. He earned both an MBA and a Master of Accounting from Texas A&M University–Commerce, combining strategic business acumen with technical accounting expertise.
George is an experienced indirect tax professional with over seven years of expertise spanning roles at Moss Adams, Caterpillar, and Source Advisors. He specializes in sales and use tax compliance, nexus studies, audit defense, refund claims, and VDA negotiations. He helps clients navigate complex state and local tax regulations by identifying exposure, mitigating risk, and implementing process improvements—including indirect tax software solutions.Â
George holds a B.S. in Business Administration with an Accounting concentration from California State University, Los Angeles.
Logan Pradon is a seasoned sales tax specialist, dedicated to assisting companies of all sizes and industries with their sales tax challenges. With over a decade of experience, Logan transitioned from a sales tax auditor reviewing fortune 500 companies to a trusted consultant specializing in guiding clients through audits, refund claims, and interstate tax determinations.
In addition to his auditing background, Logan brings expertise in nexus and liability mitigation, implementing tax technology solutions, and consulting on complex sales tax issues. His mission is to ensure clients have proper procedures in place while minimizing liability and audit risks.
Based in Houston, TX, Hannah brings six years of experience in sales tax compliance and consulting, having worked with public accounting firms and as an independent consultant. She is a licensed CPA in Texas and a graduate of the University of Houston.
Leann Richmond has over 42 years of experience in ad valorem tax consulting, specializing in commercial, residential, minerals, and business personal property.
She began her career as a clerk while attending Abilene Christian University, analyzing Railroad Commission production reports. She later worked as a tax agent for firms like Cullers & Bailey and Property Tax Service Inc. before becoming an in-house consultant for Harken Energy Corporation, where she managed tax matters during its expansion into refineries and fuel distribution.
After leaving Harken in 1990, Leann worked with Tax Valuations, Inc. and later became president of Alliance Tax Group, Inc., a woman-owned firm specializing in FDIC and RTC contracts during the Savings and Loan collapse. In 1996, she joined United Paramount Tax Group, which merged with Source Advisors in 2024.
Leann provides arbitration preparation and lawsuit support, helping clients through the property tax protest process. She also assists churches and nonprofits in securing exemptions and planning for expansion.
A longtime member of the Texas Association of Property Tax Professionals (TAPTP), she actively supports its Political Action Committee. With deep ties to the West Texas oil and gas industry, Leann continues to leverage her expertise in property tax consulting and advocacy.
Kristi Thomas is a licensed property tax consultant with expertise in business personal property consulting, database management, and rendition filing coordination. She holds a Bachelor of Arts in Mathematics with a minor in Business from the University of Texas at Arlington.
Kristi began her career at the appraisal district, where she worked as a part-time clerk, handling data entry, filing, and assisting property owners with the tax process. Since 2004, she has managed database operations, overseen property value protest filings, and coordinated hearing schedules to ensure a seamless process for clients. Known for her attention to detail and organizational skills, she plays a key role in keeping operations efficient and effective.
Sydney is a finance professional with a strong background in client management, compliance, and payroll. She has managed financials, sales tax calculations, and payroll for 20+ clients while overseeing compliance for 100+ employees.
She is a graduate from the University of North Texas G. Brint Ryan College of Business, she holds a bachelor's degree in business administration with a focus on finance and is Microsoft Excel certified.
Committed to both professional and community involvement, Sydney is a member of Delta Zeta Sorority and Alpha Phi Sigma Honors Society. She has volunteered with Forever Fed to provide meals for the homeless and has been involved with Operation Kindness since 2017, supporting animal welfare efforts.
Matt McKinney has over 22 years of combined public accounting experience in the areas of tax compliance, accounting for income taxes, capital cost recovery analysis, and accounting periods and methods. Previously Matt was a Managing Director in the national accounting methods practice for a Big 4 accounting firm and was a member of this practice for 15 years. Prior to the Big 4, Matt worked for a national firm focusing on middle market clients in the areas of tax and ASC 740 compliance. While Matt has served many different clients for tax compliance and consulting, he has specific industry specializations working with public utilities, telecommunications, aero space and defense, and manufacturing companies. Matt holds a Certified Public Accountant license in Virginia and North Carolina and is a graduate of Virginia Tech University with a master’s degree in accounting.
Luke has over 10 years of commercial and general management experience with the UK’s largest insurance broker, Aon Ltd. His roles have included account management, new product development, continuous business improvement and change management. He came to Source Advisors UK as Chief Commercial Officer to transform the business and deliver unprecedented growth. Now as Chief Executive Officer he is ensuring that Source Advisors UK is taking its place as the UK’s largest specialist provider of IP services and R&D tax relief helping our clients commercialize innovation. He has a real and practical understanding of the challenges facing innovative businesses today.
Joining Source Advisors UK in 2019, Dominic has board level sales and account management experience covering multiple industries and brings a strong track record of delivering multi-million pound sales strategies for ambitious SME and FTSE250 companies. Dominic works with our clients to understand their key drivers to help them achieve their business goals. At the center of this approach is a belief that delivering commercial value to the client is essential to long standing and collaborative relationships.
Lynsey is an experienced Human Resources professional with skills in strategic HR, change management, resourcing and performance management. Lynsey has previously lead the DE&I agenda in previous organizations and is passionate about progressing this journey with Source Advisors UK. She joined Source Advisors UK in 2021, having previously worked in the health, fitness and service industries.
She is responsible for bringing our new recruits on board and ensuring that all staff feel empowered to reach their full potential. Lynsey has a fundamental role in promoting a positive workplace culture.
Vanessa has over twenty years of accounting experience gained within the Corporate teams at BDO, Baker Tilly, and Blick Rothenberg. She has worked with clients across many sectors, assisting multi-national groups on the structure of worldwide operations and advising on complex corporate transactions.
Vanessa works closely with our clients to identify R&D, Patent Box, and RDA opportunities and ensures that the treatment we adopt and the reports we compile are always compliant. She provides technical training to our internal teams and our partner accountants.
Following a degree in Accountancy Vicki went to a top 20 firm for her professional training. After 3 years in practice, she moved into industry acting as Finance Manager then Financial Director and Shareholder in engineering and manufacturing businesses. Running a business has giving Vicki significant experience and knowledge of the many challenges facing SMEs. She has since acted as an accredited advisor and business coach in cash flow planning, cash management and funding.
In late 2013 she was asked to join a specialist R&D tax consultancy and from there co-founded Luvo Financial in 2015. In 2021 Source Advisors UK acquired Luvo, which allowed Vicki access to additional services for her clients and partners. Vicki is working with our team to further develop our extensive range of tools, benefits and services to meet the needs of our Accounting Partners.
As an experienced Intellectual Property Professional, Akshay has re-joined Source Advisors UK as an Intellectual Property (IP) Consultant & Policy Lead. Akshay is skilled in advising clients on how to identify, develop and manage their IP, and on using IP analytics to maximise your R&D and boost growth.
Akshay has previously worked as an IP Assistant at a leading oil & gas company and most recently had a stint in leading Green Tech & Tax policy at the UK’s Intellectual Property Office (UKIPO). Akshay’s commercial experience is underpinned by a Master’s degree in both Chemistry and Intellectual Property Law.
Phil has worked in R&D and intellectual property since 2015, so is an experienced, compliance-led R&D tax and IP specialist. He is a client-focused, friendly, and knowledgeable professional who has collaborated with hundreds of clients to drive innovation and success. Now he brings that practical inside knowledge of the claims process to our accounting partners.
Sam has a history in account and relationship management. Prior to his role at Source Advisors UK, he dedicated seven years to collaborating with accountancy practices for an FTSE 100 tech firm. With expertise in handling accounts and fostering enduring connections, his approach emphasizes achieving success through teamwork.
In his position as an Account Relationship Manager, Sam is committed to cultivating strong, advantageous partnerships. His primary objective is to deliver results and top tier customer service for our accountant partners and their clients.
Brittany joined the Source Advisors team in 2023 and is a Project Manager within the Energy Services Department. Her experience includes 5 years in the residential energy industry and 13 years of construction knowledge. She is a residential plans examiner, HERs Rater, and a RESNET Quality Assurance Designee. Brittany received her Bachelors of Arts degree from The University of Oklahoma and her Masters of Business Administration from Southern New Hampshire University.
Adam Clark has recently joined Source Advisors as Regional Sales Director (CPA East) for the Sales Department, reporting to Dave Murphy. With over 15 years of diverse experience at Paychex, he brings a wealth of expertise and a proven track record. He spent six years building strong relationships and driving success within the accounting community. Transitioning into leadership, he led teams in Accountant Field Sales, Virtual New Business, and Strategic Accounts for seven years, showcasing exceptional leadership and strategic vision. Passionate about guiding individuals to achieve their fullest potential, he excels in mentoring emerging leaders, instilling in them the value of giving back and sharing knowledge. His dedication to leadership and development has consistently driven his teams to surpass their goals and achieve new heights.
Caden Compton has joined Source Advisors as the Director of Business Development within the Sales Department, reporting to Phillip Newman. With over a decade of experience in IT Managed Services, Consulting, and SaaS, Caden is a proven sales leader known for exceeding targets, building high-performing teams, and driving strategic growth. His career highlights include top-performer awards at Paylocity, regional leadership at Randstad Digital, and early success at Enterprise Mobility, where he led Kansas City's largest operation. Caden brings a passion for collaboration, innovation, and long-term client success to his new role at Source Advisors.
Nicole started working at Source Advisors in 2020 as a Client Services Manager overseeing the Greater New York metro area. Her role involves building and nurturing lasting connections with clients. Prior to this role, she held the position of Division Manager in education for five years. Nicole also worked as a production manager at a laser manufacturing and supply company for twelve years, where she supervised a team of six engineers and supported research and development efforts in the crystal growth department. She holds a bachelor’s degree in materials science engineering from Rutgers University.
Bill Cusato is a Senior Director based in the New England region. Since 2005, Bill has initiated over 1,600 Cost Segregation and Energy Incentive studies across all commercial property types. He works directly with owners and their financial advisors to establish the potential benefit of each project and then acts as a liaison with the client through the completion of the study. Bill is a frequent speaker and is very involved with the education of the commercial real estate industry and also provides ongoing continuing education training and CPE credits to the CPA community. Bill holds a BS in Business Management from the University of Massachusetts – Boston with further business coursework at UCLA and Boston University.
For more than 18 years, David as has helped companies and business owners decrease taxes and increase cash flow by millions of dollars every year through specialized business tax incentives including R&D tax credits, cost segregation, EPAct 179D tax deductions, LIFO inventory solutions and 45L energy-efficient home credits. David provides accurate tax benefit evaluations that CPAs can take to their clients and business owners can use for cash flow analysis. His primary goal is to make sure the CPA and clients have correct and comprehensive information of the tax incentives by being responsive, thorough and engaging. David’s experience as a CPA for 33 years and ability to build beneficial relationships are the keys to successful engagements. He received his BBA in Accounting from Stephen F. Austin University.
David educates and consults with a large variety of business types, sizes, and industries. He consults on and coordinates estimates and proposals across all of Source Advisors’ service lines including R&D tax credits, cost segregation studies, energy incentives, and LIFO benefits. David is a CPA with over 40+ years serving clients in a tax capacity. Formerly a Senior Manager, Tax at Deloitte, a Director of Business Development at CCG (California Credits Group) and has spent time in the corporate tax departments of Capital Records (EMI) and MGM/UA Communications, Co. He has an MS in Taxation from San Diego State University, 1985 and a BS in Accounting from San Diego State University, 1984.
Cecil is a leader in business development, boasting a background of over three decades across diverse industries. He has cultivated client bases in manufacturing, distribution, venture capital, real estate, healthcare, banking, and both public and privately owned enterprises. Demonstrating a grasp of market dynamics, Cecil has crafted approaches to penetrate new markets and capitalize on emerging prospects. His expertise extends beyond planning to encompass networking and communication skills, fostering robust connections, and nurturing meaningful client relationships. With a proven track record of propelling growth and delivering results, Cecil consistently brings value to the organizations he collaborates with.
Frank Giudici is a Business Development Director on the Source Advisors Team. He is instrumental in fostering relationships with people who can take advantage of the value-adds that the Source Advisors team provides and constantly seeks to educate those on the subject matters of cost segregation, energy-efficiency and R&D. Prior to joining Source Advisors, Frank received his Bachelor’s Degree in Civil Engineering from Worcester Polytechnic Institute (WPI) and then spent 13-years in the Construction Management industry working throughout the Northeast on a variety of construction projects in several roles. Most recently, he served as the Procurement Manager over-seeing the buy-out strategy and implementation for multiple nanotech projects in Upstate New York. Frank’s expansive construction management background paired with his well-versed communication and detail-oriented nature bodes well for enriching peoples’ lives (pun-intended).
As Director of Business Development in Texas and Arkansas, Brad is building partnerships with CPAs to identify and optimize specialty tax incentives. He originally joined Source Advisors (then LIFO Systems) in 2001 as an Account Manager for Automotive LIFO, building a foundation in tax incentive services early in his career. He returned to Source Advisors in 2022 as a Client Success Manager working alongside David DeGrand, continuing to expand his expertise in client relationships and service delivery. Brad brings a strategic, relationship‑driven approach to helping CPA firms, and businesses, access meaningful financial benefits through the full suite of Source Advisors’ specialty tax services.
Matthew Geltz joins Source Advisors as a seasoned professional bringing 20 years of experience in sales and client relationships. A Fort Worth native, Matthew is passionate about building his knowledge and network to support businesses and their consultants.
Prior to joining Source Advisors, Matthew worked in the specialty tax and financial services industries supporting the CPA and financial advisor communities.
Matthew received his Bachelors of Business Administration in Finance from the University of North Texas in 2009.
Brielle Gladysz is the Northeast Director of Business at Source Advisors, where she plays a key role in helping business owners reduce taxes and boost cash flow through specialized tax incentives. She joined the company in 2018 as an Account Manager for the Greater New York metro region, and since then, has fostered strong relationships with business owners and accountants, providing valuable consulting and education. Before her time at Source Advisors, Brielle gained experience as an auditor at a CPA firm, working with management companies, hedge funds, and commercial businesses. Additionally, she worked in marketing with U.S. News & World Report before transitioning to Source Advisors. Brielle holds bachelor’s degrees in Accounting and Marketing from Rowan University.
Julianne joined Source Advisors in 2022 and serves as Director of Business Development, supporting CPA firms and business clients across the Midwest. She is committed to building strategic relationships and dedicated to delivering meaningful value to CPA firms and the business community.
Based in Metro Detroit, Julianne brings a diverse background spanning business development and client strategy. Prior to joining Source Advisors, she advised businesses across Southeastern Michigan on insurance risk management, with a focus on real estate assets and compliance strategy. She began her career in Research and Development, a foundation that gives her a unique blend of analytical rigor and business insight in her consultative work.
Julianne holds a Bachelor’s degree from the University of Michigan–Ann Arbor. She is a member of the Michigan Economic Developers Association and remains actively engaged with the regional business community.
Benjamin Kluwgant combines his background in journalism with deep expertise in tax consulting. He switched careers in 2017 and took up a role for a multinational tax consulting firm with a specialization in R&D credits and VAT recovery. After seven years, including a key role at Leyton in the US focusing on Energy Efficiency, Real Estate incentives, and State & Local Tax consulting, Benjamin now brings his rich experience to Source Advisors. As our Business Development Director, he is committed to creating lasting, valuable connections with CPAs and their clients
Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a with a Masters in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is particularly qualified to assist both internal and external accounting teams, delivering solutions throughout the real estate life cycle; seamlessly integrating fixed asset analysis and enhanced cost segregation studies with tax incentives for energy efficient building improvements to produce immediate and recurring financial benefits for clients nationwide. Karen has lectured extensively on cost segregation and related tax-planning strategies for numerous industry groups and associations including the American Institute of Certified Public Accountants (AICPA), CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.
Phil started his career as an Auditor at a big 4 accounting firm before joining Source Advisors with over 17 years of sales and leadership experience. Over the last 11 years, Phil has worked at Wolters Kluwer selling to Accounting firms, Corporations, and Public Sector entities (Federal, State, and Local). In his most recent role at Wolters Kluwer, Phil was the Director of Sales for the Americas (U.S., Canada, and LATAM) where he led strategic sales initiatives for TeamMate Audit Solutions. With a focus on strategic planning, team development, and revenue optimization, Phil was instrumental in integrating advanced technology to enhance sales effectiveness and drive significant revenue growth for TeamMate.
Chad Niehaus joins Source Advisors as a sales leader based in Atlanta, Georgia. Chad brings over seven years of industry experience helping companies and their CPAs identify tax-saving opportunities, and he will lead a team to drive revenue growth for the company.
As an advocate for businesses and an expert in tax incentives, Chad has worked with hundreds of companies throughout the United States. His experience covers a wide range of industries, including manufacturing, tech and software, commercial and residential real estate, and accounting firms.
Chad earned his Bachelor of Business Administration in Marketing and Management from the University of West Georgia. When he's not at work, you'll find him on the golf course or enjoying time with his wife and three kids.
Meghan is a Business Development Director on the Source Advisors Team. Her focus is building relationships with businesses and CPA’s, identifying and understanding clients unique tax opportunities and challenges and enabling the optimization of various incentive opportunities to enhance cash flow. She joins Source Advisors as a former Big Four consultant specializing in tax credits and business incentives and a business development professional serving the energy industry. Meghan is a CPA and holds a BS in Managerial Economics and Master’s in Taxation.
With a background in finance, Lisa brings a unique perspective to Source Advisors as Director of Business Development. She has 25+ years’ experience advising and consulting with business owners and C-Level Executives in companies of all sizes, in many industries including government contractors. As a commercial banker, Lisa worked directly with decision makers analyzing and recommending the most appropriate sources of financing to fund growth and support cashflow. Her experience was gained from institutions such as American Express and Wells Fargo. She collaborates and partners with CPA firms to be a resource for their clients in R&D Tax Credits, Cost Segregation and Energy Incentives.
Jennifer Pedroza has joined Source Advisors as a Director of Business Development within the Sales Department, reporting to Jennifer Flynn and based in Southern California. With over 25 years of consultative sales experience, Jennifer has helped small and mid-sized businesses identify opportunities for cost containment, operational efficiency, and revenue growth. Most recently, she spent five years with a Professional Employer Organization partnering with CPA firms to develop strategies that reduce overhead, boost productivity, and optimize back-office operations, making her a trusted advisor in the professional services space.
Jon Patrono joined Source Advisors in September of 2022 as the Director of business development in the Fort Worth Region with over 15 years of experience in State, Local & Federal Taxation. His primary area of expertise includes R&D Federal Tax Credits, 179D/45L Energy Deductions, and Cost Segregation. Jon has helped companies ranging from Manufacturing, Oil & Gas, Software Development, and the AEC industry recover tax savings through his knowledge of industry specific tax credits and incentives. Jon holds a bachelor’s degree in business administration from the University of North Texas.
Sara joined Source Advisors in 1995 as a Customer Service Manager. She was integral in developing Source Advisors’ proprietary software program for the IPIC method. Sara has served in several roles while on the Source Advisors team, including the development of the Trade Discounts service, Sales Support, Director of IPIC Services, and Director of LIFO Client Services.
As a Managing Director, Sara leads the LIFO division, building and developing a team of LIFO Managers.
Sara has her Bachelor’s degree in Business Administration from Abilene Christian University.
Bernitta came to Source Advisors in 1988. Over the past 32 years she has had a major role in design and developing many of the programs and processes for quality control, workflow, review processes, tracking of client information and organization. She oversees all aspects of the production of the Automobile LIFO offering. Continuously working to improve efficiency and maintain a high quality of output for our clients and internally within the company as well.
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 production and timely delivery of IPIC LIFO calculations to more than 250 clients. Additionally, she ensures that estimates are completed for future prospects looking to utilize the IPIC Method. Cherie was formerly a Director in the Washington National Tax Services Group at PwC where she spent 14 years using propriety software to generate tax documents for companies in the Publicly Traded Partnership industry. She received her Bachelor of Science from Texas A&M University.
Since 2005, Debbie has worked to cultivate relationships with CPAs, real estate developers and investors, asset/portfolio managers, and business owners. Through these connections, she helps clients increase cash flow using a variety of tax solutions, including Sales & Use Tax, Research & Development Tax Credits, Energy Incentives, Property Tax, LIFO for Inventory, and Cost Segregation. Prior to the Source Advisors / Bedford Cost Segregation merger, Debbie was a Partner at Bedford, and was responsible for a sizeable share of the more than 14,000 Cost Segregation studies, covering a wide range of property types and sizes. Debbie began her career managing apartment communities, increasing ROI and occupancy on her properties. After working with Trammell Crow Residential Services for five years and completing her MBA, Debbie changed career paths to concentrate on the consumer packaged goods industry. Upon leaving the CPG world, Debbie founded Re:Focus on Careers, a networking organization dedicated to helping professionals with career development. She continues to present networking seminars to corporations, organizations, and alumni associations. She has an MBA in Marketing from Georgia State University and a BS in Telecommunication Production from the College of Journalism at the University of Florida.
Director of Business Development, Colorado Springs, CO
Frank Rotunda
Director of Business Development, Colorado Springs, CO
With over four decades of experience in the business and financial consulting realm, Frank’s expertise shines through. Before joining Source Advisors, he spent 12 years specializing in cost segregation at a different firm. Additionally, Frank held divisional management roles at TSI for 14 years. He focused on expanding market share and training business owners and physicians on strategies to enhance cash flow. Frank also played a role in coaching company representatives on effective communication techniques. Furthermore, he has shared his insights as a guest speaker at national conferences. At Source Advisors, his efforts are focused on educating clients and CPAs about the tax benefits of cost segregation.
Beau has accumulated a wealth of knowledge from collaborating with more than 100 CPA firms, giving him insight into the financial industry and the distinct obstacles encountered by clients within this field. He is dedicated to establishing dependable relationships built on his belief in forward thinking approaches, effective communication and consistent assistance. Beau earned a bachelor’s degree in business administration from Florida Atlantic University.
Al grew up in Cleveland and graduated from Ohio University. Shortly after graduation he got a position with IBM and moved to Dallas. Originally with the company from 2003-2008, he played a significant role in growing the Cost Seg and R&D practice from inception across the U.S. Al was also instrumental in bringing LIFO to CPA firms and clients throughout the country. Throughout his 25+ years in business development, he has worked with companies from small to Fortune 50 in various industries. As the Director of Business Development for the Midwest, Al uses his passion for helping others and specializes in forming strategic alliances that add value to CPA firms and their clients & prospects.
Randy Thompson builds on Source Advisor’s excellent reputation in the Southeast region with a focus on Florida. Working closely with CPA firms, developers, investors and asset/portfolio managers, he assists his clients in increasing cash flow using Cost Segregation and Asset Management studies. Randy began his career in sales over 30 years ago and has a well-established record in the recruiting, engineering, automotive, and general sales industries as well as being self-employed. He owned and managed a home inspection company which included inspection of real-estate property. He has an AA in Agriculture Management from Kansas State University.
Max joined Source Advisors in 2021 and is a Business Development Director. He has more than 16 years’ experience working with taxpayers of all industries to qualify and quantify R&D Tax Credits. Prior to joining Source Advisors Max was the Director of Tax and R&D at a prominent northeast area Cost Segregation firm, ensuring that the studies being performed were in line with the most current tax legislation. Additionally, Max was responsible for the development and growth of the R&D Tax Credit practice there. Max started his career with PwC’s Tax Products Delivery Group (TPDG) specializing in R&D Tax Credits and Cost Segregation Studies. While there, Max worked with clients in the Manufacturing, Financial Services, High Tech and Pharmaceutical industries. Max has been involved in some way on over 2,000 special incentive studies in his career. He holds a BS in Accounting and a Masters in Forensic Accounting from Southern New Hampshire University.
David is currently a Director of Business Development for Source Advisors, a premier tax incentives firm based out of Fort Worth Texas and has been serving in the accounting industry for over 17 years. David started out in the accounting industry as a Business Development Executive for Carr, Riggs & Ingram, a Fortune 1000 Accounting firm. He was the top sales producer every year and was eventually promoted to Director of Business Development. During his tenure, Carr, Riggs & Ingram went from being ranked 38th in the nation to breaking into the coveted top 20 in the nation. David is also a GLG Expert Consultant in the accounting industry.
Raul Soto is a leader in operations, specializes in real estate valuations and is adept at leading high-performing teams. He earned a bachelor’s degree in architectural studies from Florida International University and played a vital role in Rocket Companies’ achievements for the past decade.
During his time at Rocket Companies, Raul held several leadership roles primarily focused on operations. His talent for expanding teams and fostering excellence stems from his approach to process improvement.
Beyond his commitments, Raul prioritizes his family life. He can often be seen cheering on his son, Ryan, at soccer games and supporting his daughter, Lauren, in her dance endeavors. In his leisure time, Raul enjoys traveling, spending quality moments with loved ones, and playing the occasional round of golf.
Candace is a Senior Director of the Fixed Asset Consulting Group at Source Advisors, where she oversees Tangible Property Regulations (TPR), Fixed Asset Reviews (FAR) projects, and performs tax reviews and report certifications for cost segregation and TPR studies. She has more than 20 years’ experience specializing in the field of fixed assets. Prior to Source Advisors, Candace worked with a leading tax consulting firm providing federal income tax planning in cost segregation, tax depreciation, capitalization and repair deductions, and tax accounting methods. During the first nine years of Candace’s career, she focused on general accounting and fixed asset accounting for a multinational manufacturer and a national financial services firm in Dallas, TX. Candace holds a bachelor’s degree in business administration from the University of Texas at Arlington and an Advanced Technical Certificate in Professional Accountancy from Dallas College. Candace is a Certified Member of the American Society of Cost Segregation Professionals (ASCSP), a nonprofit professional organization, where she has served as a member of the Board of Directors.
Andy originally joined Source Advisors in 2004. He is currently a Director in the cost segregation department. He has extensive experience performing cost segregation studies, repairs studies, fixed asset and maintenance studies, and dispositions studies. Andy holds both a bachelor’s degree in construction science from Texas A&M University and an associate degree in computer drafting from Lamar University. He has taken courses at Texas A&M University where he plans to earn his MBA.
Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained valuable experience during more than 15 years in Big Four public accounting and other consulting firms, providing tax consulting and valuation services to Fortune 500 within the manufacturing, retail, transportation, pharmaceutical, technology and hospitality industries. Patrick holds a bachelor’s degree in mechanical engineering from Stevens Institute of Technology and has been a LEED Green Associate since 2010.
John joined the Cost Segregation team at Source Advisors in 2022. A U.S. Navy veteran, he brings eight years of cost segregation experience, with expertise in fixed asset depreciation, tax research, and business intelligence dashboarding. Prior to Source Advisors, John held positions at Wall, Einhorn & Chernitzer, P.C., and Withum, P.C.
Combining his accounting expertise, quantitative reasoning, and hands-on experience, John has delivered substantial tax savings for clients across nearly every industry.
John is a Certified Member (CCSP) or the American Society of Cost Segregation Professionals (ASCSP).
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services overseeing general operations, quality, and tax controversy services. She has over 20 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 10 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting and a minor in Management Info Systems. Rachel is a CPA.
Ryan has spent his nearly 25-year career acquiring new clients and building relationships with business and property owners. This has led directly to increased revenue for his clients while also saving them valuable time. As a licensed property tax consultant since 1996, Ryan has become a specialist in the state & local tax consulting industry.
Ryan’s successful career is testament to his overall approach to life which focuses on people and relationships. Combining a competitive spirit for business and a genuine heart for people make Ryan a tremendous asset to Source advisors.
In 2007, George joined the Source Advisors team and is now a Senior R&D Tax Credit Director. He previously worked at PwC in the national R&D tax credit practice, has compliance experience from KPMG, and has experience from a regional accounting firm. His primary focus has been R&D tax credits for the past 25 years.
Moi joined Source Advisors in 2007 and leads the global Asset Management & Fintech practice. He has more than 25 years of experience with tax credits and incentives across industries, as well as significant IRS audit experience, including Appeals. He is recognized as a national expert in software R&D tax incentives, with specialized knowledge of financial services software.
Many industry standards and methodologies used today in the U.S. and the U.K. originate from Moi’s work. He was integral to the creation and development of Source Advisors’ Section 41, Section 174, and ERTC practices and has managed over 1,500 R&D studies and more than 80 IRS and state audits in his career.
With experience across 25+ state R&D programs and several international jurisdictions, Moi has worked with companies at every stage—from startups and family businesses to some of the largest firms in the world. In 2009, he founded the Asset Management & Fintech practice and, over the past 16 years, has advised many of the largest quantitative trading hedge funds and proprietary trading firms globally.
Moi is an active contributor to the industry as a service provider member of the Managed Funds Association (MFA) and the Texas Alternative Investments Association (TAIA).
Laura is a Director in R&D Tax Credits at Source Advisors. She joined the team in 2017 and leads several multi-disciplinary teams involved in the identification, qualification, and quantification of Research and Development tax studies. Laura has implemented numerous processes and training procedures aimed at improving the overall quality and standards of the deliverable. Her former experience includes six years in financial services leading projects, and three years in Supply Chain Management at Chrysler. Laura received her Bachelor of Business Administration degree from Grand Valley State University.
Andrea joined Source Advisors in July 2020 as the Client Services Director for the R&D Team. Her primary responsibility is leveraging her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams. Andrea will work alongside existing clients, their CPA Partners, and with our internal team to improve understanding of current business operations and industry/economic trends to help maximize their R&D tax credit benefits. Prior to joining Source Advisors, Andrea spent over 15 years in the R&D industry serving in various roles, including her most recent as a Technical Director for a boutique firm. She has long tenures with other R&D Specialty Firms as well as being part of the R&D tax credit team for Deloitte. Andrea has extensive experience in many industries including manufacturing, oil and gas, biotechnology, medical device, financial services, A&E and software development. She holds a B.S. in Biology/Business Administration from the University of Texas at Dallas
Alex Pak has over 16 years of specialized R&D tax credit experience with a strong focus on cloud infrastructure, fintech, and large-scale software engineering. Alex has held varied roles, including project management and business development, and, in 2020, served as the primary architect of GOAT.tax, a proprietary R&D tax credit and project documentation platform. In this role, he led client delivery, product adoption, and onboarding strategies for a diverse portfolio of clients, including fast-growing fintech platforms and enterprise engineering teams. Alex has built and scaled multiple industry verticals by combining his expertise in software development, crypto, and emerging technologies. His work in the industry began in 2012, and currently, he serves as a Director on the AMF Team. His unique background allows him to focus on continuous process improvement by integrating technology or adapting existing workflows to improve efficiency and the quality of output.
Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with assisting clients with onboarding and support. He has over ten years of direct R&D tax credit experience in various industries, including software development, engineering, aerospace, manufacturing, architecture, and video game development. He has helped clients and CPA partners identify and understand R&D opportunities, maximize R&D credit benefits, and document to support the credits claimed. Riz is passionate about utilizing technology to bring automation to manual processes to eliminate inefficiencies and improve business operations. Riz holds a bachelor’s degree in Accounting and Finance from the University of Massachusetts, and a master’s degree in Information Technology Management from Clark University.
Alex joined Source Advisors in 2016 and is a Director in the R&D Tax Credit Consulting department. He is primarily tasked with offering technical consulting to CPAs and companies seeking guidance on the potential for R&D tax credits, as well as managing R&D tax credit projects. Alex's previous background encompasses five years of expertise in operational planning, technology development and risk management. Most recently, he spearheaded global projects within OTC derivative markets. He holds a BBA from Grand Valley State University, where he double majored in Business Economics and Finance. Additionally, Alex earned an MBA from Central Michigan University.
Mike joined Source Advisors in 2008 as a Project Manager Consultant and has since been promoted to Director of Project Management. His main duties involve overseeing the R&D Project Management Team, which includes training, process management for conducting interviews and documenting activities for the R&D tax credit studies. Additionally, he collaborates with leadership to meet companywide vision and financial goals. Prior to this role, Mike accumulated seven years of experience in the pharmaceutical industry and another seven years in retail. He obtained his BBA from the University of North Texas.
Alex Velazquez leads our tax controversy team at Source Advisors. As an attorney with nearly a decade of experience in tax credit and incentives advocacy, he has developed strategies to defend and optimize studies involving the R&D Credit and other tax incentives. Alex has directly led scores of IRS and state-specific examinations, which has allowed him to build expertise in all phases of exam defense, including audit management, appeals presentations, and settlement negotiations.  These experiences enable Alex and the Tax Controversy group to collaborate with Source Advisors’ R&D study teams to develop and implement best practices in the fast-paced, ever-changing R&D space.
Alex has successfully defended several of the largest claims in the Asset Management space. Additionally, Alex consults with clients on how transfer pricing agreements may impact R&D tax incentive eligibility.
Zakia Madadi is a senior leader with over 20 years of experience spanning asset management, fintech, innovation strategy, public funding, and R&D advisory across the United States and Europe. Her career is defined by extensive international experience, supporting multinational organizations in navigating financial, regulatory, and innovation landscapes, with a particular focus on global incentive programs.
She currently serves as Global Senior Manager at Source Advisors, where she operates at an international level, leading global incentive initiatives for multinational companies and overseeing complex, cross-functional engagements.
Jordan combines a background in capital markets technology with a decade of R&D tax experience. His earlier career as Head of Operations at a financial software and risk management firm gives him unique insight into trading systems architecture, order flow engineering, risk analytics, and regulatory driven system design. Jordan leads complex R&D engagements for hedge funds, digital asset platforms, and fintech firms, integrating financial acumen with deep technical understanding.
Jun is one of the firm’s foremost experts in quantitative trading R&D, having led more than 100 studies for some of the largest quant firms globally. As an R&D tax credit specialist, Jun has executed studies at both the federal level and across numerous state jurisdictions. His background includes deep familiarity with algorithmic trading strategies, machine learning systems, digital asset technologies, blockchain, high performance hardware, risk management systems, and trading platform engineering. Jun’s ability to quickly decipher complex organizational and research structures enables efficient, accurate, and defensible deliverables.
Jaime Angel advises businesses on research and development (R&D) tax credits and Internal Revenue Code §174 compliance. She currently specializes in the Asset Management and Fintech industries, but has also consulted with businesses across software development, engineering, manufacturing, and agriculture.
Before joining Source Advisors, Jaime was a Senior Consultant at a global accounting firm where she led R&D tax credit studies and §174 studies. Prior to her tax consulting work, she served as a Procurement Director and held similar roles in the manufacturing and construction sectors. In November 2021, Jaime became a federally licensed IRS Enrolled Agent.
John specializes in technical analysis and documentation for quantitative trading and fintech clients. Since joining in 2020, he has authored hundreds of R&D reports supporting successful audit outcomes for leading U.S. trading firms. His expertise spans trading infrastructure optimization, latency sensitive systems, hardware acceleration, and machine learning workflows. John’s precision and clarity ensure that complex engineering efforts are translated into strong, audit-aligned reports.
Owen leads our London-based engineering team with a focus on the UK RDEC scheme. With a working background in banking and finance, Owen understands technology in Finance. He has experience preparing software R&D claims for some of the UK's largest companies. Paired with his experience in the Asset Management industry, he excels at documentation and has been an instrumental part of the AMF Team’s growth into the UK and greater European market.
Owen holds a BSc (First Class Honours) in Computing from University of Sunderland. Whilst a student he was the winner at an IBM Smarter Cities event with an idea for targeted advertising using Artificial Intelligence.
Kimberly brings nearly a decade of specialized experience in R&D tax credits across a broad range of qualifying industries. With an extensive background in IRS and state audit defense—including Fast Track, appeals, and Post Appeals Mediation—she has personally managed or supported over 400 R&D examinations. Her expertise also includes leading R&D studies as a project manager while simultaneously guiding clients through complex audit processes.
Kimberly has successfully defended several of the largest claims in the Asset Management space. She is also primarily responsible for coordinating with our project teams to quickly implement audit lessons learned on recurring engagements.
