Keeping Your Business
on the Right Track
At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners.
OUR SERVICES
R&D Tax Credit
Take credit for innovation. Your day-to-day activities may qualify as research…
GOAT.tax Automated R&D Tax Credit System
‘Do-it-Yourself’, fully automated software platform to service clients across all industries
Cost Segregation
Cost segregation accelerates depreciation of commercial buildings…
45L
Deduct your energy efficient designs and architecture for 3-story or less buildings…
179D
Deducting your energy-efficient buildings can lead to significant cost savings…
LIFO Inventory
LIFO inventory accounting stimulates business growth to maximize your…
ERC
Refundable credit that businesses can claim on qualified wages paid to employees during 2020 and 2021
INSIGHTS
At Source Advisors, we are dedicated to continuing education and awareness. This strengthens our mission to deliver unmatched quality and service through technical expertise and a deep understanding of the tax codes, the industries we serve, and the complex requirements necessary to optimize and substantiate claims.
Blogs
NEWS
Blogs
Identifying a Quality Cost Segregation Study
Cost segregation is a highly beneficial and widely accepted tax compliance strategy utilized by commercial real estate owners and tenants to accelerate depreciation deductions, defer tax, and improve cash flow. Once used only by large accounting firms type accounting firms and the nation’s largest real estate owners, this practice has now become routine for commercial property owners of almost every size.
NEWS
SA Acquires PMBA
Source Advisors, a premier specialized tax consulting firm offering R&D Tax Credit, Cost Segregation, §179D, §45L, and LIFO (Last-in-First Out) inventory solutions, announces the acquisition of PMBA, a leading business asset recovery and state and local…
TECH UPDATES
REVISED IRS PROCEDURAL GUIDANCE
the Service released an advance copy of Rev. Proc. 2023-8, which provides procedural guidance for taxpayers to adopt accounting methods for specified research or experimental expenditures under Code section 174 as modified by the Tax Cuts & Jobs Act, Pub. Law No. 115-97.
