Since 2011, Chris has led Source Advisors, driving strategic direction for all aspects of the company and its cash generating solutions. Chris joined Source Advisors in 2003, previously providing similar federal specialty consulting at Ernst & Young. Chris is a CPA and holds a BBA and Masters in Professional Accounting from the University of Texas. He is a frequent speaker and CPE presenter to industry trade associations, CPA firms, CPA associations, and local CPA chapters.
Jason joined Source Advisors as Chief Financial Officer in 2022. He has over twenty years of diverse industry experience with companies at multiple stages of growth. Jason served in various leadership, investment management and turnaround management roles. He has been an executive for several fast growing private-equity-backed companies in the business services, logistics, technology and marketing sectors. Jason holds an MBA from the University of Chicago Booth School of Business and a degree in Economics from Northwestern University.
Eric Steele joined Source Advisors as Chief Revenue Officer in 2023. Eric is a proven B2B revenue leader who spent the last 14+ years of his career at Forrester – one of the leading marketing & technology advisory firms in the world – where he most recently led the end user new business organization in the U.S. Eric is a member of the CRO Collective and received his MBA from the Jack Welch Management Institute in 2020. He is a graduate of the University of Oklahoma and lives in Dallas, TX with his wife, Laura, and their two young boys, John, and William.
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 4,000 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.
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.
Josh Henry brings to the table an impressive track record in the technology sector, boasting extensive expertise in operations management. A proud graduate of the University of Georgia, Josh ventured into the tech industry right from the outset of his professional journey. He possesses a rich repertoire of experiences that have shaped his unique perspective and versatile approach towards business operations. Josh leverages his extensive experience and operational acumen to drive revenue growth, improve operational efficiency, and foster customer satisfaction. His broad background, coupled with his dedication to operational excellence, makes him a valuable asset in his current role, driving his team and the organization towards achieving their strategic objectives.
Greg is Senior Managing Director at Source Advisors where he is responsible for key client relationships and strategic development for the firm. Prior to the Source/Bedford merger, Greg was 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 Board of Directors, Technical Standards Committee, and Testing Committee.
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services with primary responsibility over the quality of deliverables. She has over 14 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 9 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting.
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.
An acclaimed State & Local Tax specialist and thought leader, Chris is well known for his success in identifying multi-million dollar tax-saving opportunities for Fortune 1000 companies and implementing operational changes for long-term business efficiency. With more than 25 years of experience, he carries a wealth of knowledge in SALT and income audit defense and refund claims, VDAs for state & local taxes and unclaimed property, state & local credits and incentives, and tax technology consulting. Chris’s industry specialties include retail, telecommunications, bankruptcy, and turnarounds. He is a frequent lecturer at business and academic forums and an active member of industry trade associations such as AICPA and TEI. Chris holds a B.B.A. and M.B.A. from Pace University’s Lubin School of Business with a concentration in public accounting.
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
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 GovGrant as Chief Commercial Officer to transform the business and deliver unprecedented growth. Now as Chief Executive Officer he is ensuring that GovGrant 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.
Steve has a first class degree in Economics and has spent 15 years as an investor in private equity working with a significant number of high growth private equity backed companies in board level. Before GovGrant he was CFO at start-up gym chain Digme Fitness and he’s also been involved with brands including Snow+Rock, Liberation Group, AirSwift and Vue Cinemas. He brings both financial rigour and entrepreneurial insight to the GovGrant management team.
In his time at GovGrant Clive has both reviewed and overhauled systems and processes to put the customer front and center. Throughout his career he has demonstrated repeated success in directing the development of products and solutions in the manufacturing, wholesale, and retail sectors.
Joining GovGrant 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 GovGrant. She joined GovGrant 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 GovGrant 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.
Donevan has over 25 years’ experience with leading financial Institutions both in New York and London. He has worked with clients to ensure that they benefitted from the right range of investment products and financial services. He brings a collaborative approach to his client relationships, including strategic discussions with C-suite decision makers.
Donevan is now working with the GovGrant Key Account team to understand the particular requirements of innovative and complex businesses.
He has The Chartered Institute for Securities & Investment ASCI – Level 4 Diploma for Investment Advice.
Alistair’s career as a professional rugby player in South Africa, France, and here in the UK has taught him a thing or two about teamwork and resilience. He has over 15 years’ experience in IT infrastructure, Fintech, Telecoms and SaaS. Alastair brings a client-centric approach to providing complex solutions for large corporates, which add strategic value.
Alistair is now working with the GovGrant Key Account team to understand the particular requirements of innovative and complex businesses, particularly in the tech space.
With a strong background in customer service management, Vicki’s role is to make sure that our GovGrant processes and communications are seamless, effective, and accessible to time-pressured accounting professionals.
Elevation, our online portal, is there to offer our Accounting Partners a secure platform for sharing data and keeps them up-to-date with the progress of their clients’ R&D tax relief claims. Vicki ensures that everyone in your team has full access to Elevation. She is there for guidance, support and is the main point of contact for any queries.
Colin joined GovGrant in 2021 to fully support our growing client base in Scotland. But also to promote and represent innovation in Scotland.
With more than 7 years of experience specifically in the R&D and innovation space, Colin works with our Scottish clients and accounting partners to help them achieve their business goals. With a deep understanding of the business environment in Scotland he is well placed to understand the key drivers and thriving industry sectors. Colin builds long- standing and collaborative relationships by delivering commercial value to his clients.
Alec has a Bachelor of Science from University of Glamorgan, specialising in Biology. He has developed a career as an IP analyst, specialising in patents and patent analytics. His role at GovGrant is to take a lead on researching IP Harvest analysis and delivering Patent Box claims for our innovative clients in the UK.
His expertise is in patent analytics and insights, helping innovative companies to leverage those insights to mitigate threats and capitalise on opportunities. Alec is a strong advocate for IP literacy and engages in initiatives to bring IP awareness to all who could benefit, including start-ups and universities.
As an experienced Intellectual Property Professional, Akshay has re-joined GovGrant 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.
Imran joined Source Advisors in 2010 and is currently the Senior 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 also a Certified Energy Manager (CEM), HERS Rater, ENERGY STAR partner, and NABCEP PV Associate. Imran holds a master’s degree in Mechanical Engineering from the University of Michigan – Dearborn.
Brian Paul Coddington provides compliance, consultation, and audit representation services in the areas of tax accounting methods and credits. Mr. Coddington has represented taxpayers before the Internal Revenue Service in matters involving LIFO inventory methods, Uniform Capitalization (“UNICAP”), cost segregation, and research credit claims. He has represented clients before the I.R.S. National Office in numerous Accounting Method Changes. Mr. Coddington began his career at Source Advisors where he oversaw all tax technical research and provided technical support services, including audit representation, to all tax offerings. He then worked at a Big 4 firm in a national projects group that specialized in Federal inventory tax matters. In 2011 he became sole practitioner advising in the areas of tax accounting methods, research credit, and fixed asset issues. He is a frequent CPE presenter. Mr. Coddington is an Enrolled Agent, is a mediator in the state of Texas, and has pursued additional studies at Texas Wesleyan University School of Law.
Candace is Director of the Tax Accounting Methods & Credits Department at Source Advisors, where she oversees Tangible Property Regulation (TPR) projects and performs tax reviews and report certifications for cost segregation 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 Advance 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 currently serves as a member of the Board of Directors.
Nicole joined Source Advisors in 2020 as a Client Services Manager for the Greater New York metro region. She is responsible for developing and growing long-term relationships with clients. Previously, Nicole spent five years as a Division Manager in the education sector. Prior to that, Nicole spent 12 years as a Production Manager for a global laser manufacturer and supplier. During her time there, she led a team of 6 engineers and helped to facilitate R&D efforts in the crystal growth department. She has 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.
As a Director of Business Development, Jeff works with the very best and brightest CPAs, attorneys, wealth planners, lenders, builders, and developers to strengthen their most important client relationships. Jeff’s real-life, in-the-trenches business experience, gained from three decades of executive leadership, financial stewardship and operational management for the Law Offices of Hayt, Hayt & Landau, HHL Financial Services, Tenant Healthcare and a number of emerging technology companies place him in high demand. Driven each day to help his clients reduce their tax liability and increase cash flow, Jeff’s greatest satisfaction comes from enabling clients to re-purpose tax dollars – to their best & highest use. “Nothing’s more rewarding then helping business owners to fully leverage their money, grow net worth and fulfill their life’s dream.” Jeff’s pursued undergraduate studies at Nassau Community College (SUNY) and Saginaw Valley State College; graduate studies at the University of Michigan.
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 and sizes, coordinates R&D tax credit and Cost Segregation studies, estimates and proposals. Davis is a CPA with 30+ years serving clients in a tax capacity. Formerly a Senior Manager, Tax at Deloitte, Director of Business Development at CCG (California Credits Group) and time in the corporate tax departments of Capitol Records (EMI) and MGM/UA communications Co. MS in Taxation from San Diego State University, 1985. BS in Accounting from San Diego State University, 1984.
Senior Director, Team Flynn Lead, Northeast Region
Jennifer Flynn
Senior Director, Team Flynn Lead, Northeast Region
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.
Seasoned business development leader with over 30 years of experience across various industries. As a market segment leader, he has developed client bases in manufacturing and distribution, venture capital and equity-backed enterprises, real estate, healthcare, banking, as well as public and large privately held companies. With an in-depth understanding of market dynamics, Cecil has developed innovative strategies to penetrate markets and capitalize on new opportunities. His expertise extends beyond strategy formulation, as he is also an adept networking and communication expert, enabling him to build strong connections and cultivate valuable client relationships. With a proven track record of driving growth and delivering results, Cecil is a respected professional who consistently brings value to organizations he collaborates with.
Tony joined Source Advisors in Jan of 2013 and currently is the Senior Business Development Director for Southern CA and Arizona. He has more than 20 years’ experience working with CPAs and companies in helping them understand and benefit from specialized tax incentives. He also served 4 years in the United States Marine Corps and was part of the first Gulf War in 1991.
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).
Brielle joined Source Advisors in 2018 as an Account Manager for the Greater New York metro region. Her responsibilities include improving accuracy and efficiency, accelerating the internal process for onboarding new clients, boosting the team’s response time and delivering exceptional client experience. Previously, she worked as a Marketing Coordinator at national media company supporting the advertising and sales division. Prior to her marketing role, Brielle was an auditor for a CPA firm. Over her two years with the firm, she focused on management companies, hedge funds and commercial businesses. She has bachelor degrees in accounting and marketing from Rowan University.
Marco Hermez is a Director of Business Development in Dallas, TX. Marco brings a combined experience of 15 years in Finance, Real Estate and Technology. He received his Bachelor of Arts from the University of South Florida, Tampa and he is fluent in Spanish. His consultative and educational approach has helped deliver a personalized experience to his clients. Marco believes in building relationships and collaborates with CPA firms, business owners, developers, and investors to increase cash flow by capitalizing on incentive strategies such as, the research & development tax credit, cost segregation, and energy.
Conner Iddiols is a Business Development Director in the Southeast Region. He works closely with commercial property owners and their CPAs to find solutions through Cost Segregation, 179D, and R&D to help increase Cash Flow. Prior to joining the Source Advisors business development team, Conner worked as a Distribution Operator for one of the Nation’s largest grocers, maintaining the flow of product in and out of the Distribution Center. He is a Graduate of Valencia College in Orlando, where he holds an Associate’s Degree with a focus on Business Administration.
With nearly 10 years of experience in professional sales and consulting, Jeff brings a passion to help clients get the most out of their experience when doing so. He advocates for businesses looking to maximize and defend government-sponsored tax credits, deductions, and incentives and enabling them to feel confident in the financial strategies that they pursue. California State University, Chico B.S. Business, Project Management.
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.
Bill educates and consults with CPA firms and business of all sizes to be a value-added resource. He coordinates R&D tax credit, Cost Segregation and 179D estimates and proposals for business that range in size from Fortune 500 to family businesses. Bill understands CPA firms’ need to bring new tax savings strategies to their clients and to minimize their tax burden. His over 20 years of working in the tax consulting and valuation arena have provided Bill with a great understanding of client’s needs and the application of various incentive opportunities to enhance cash flow. Bill holds a Master’s Degree from West Chester University.
Dave comes to Source Advisors from Forrester where he spent the last 10 years working across a number of different business units. He started in technology research and then spent five years as a strategy consultant specializing in customer experience. From there, he moved into a ‘Solutions Partner’ role presenting/pitching to c-suite prospects at new business target accounts. Most recently, Dave led a team of experienced account executives focused on acquiring new logos.
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.
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.
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.
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, and as Director of IPIC Services from 2001 to 2005. Currently, Sara serves as Director of LIFO Client Services; she provides technical sales support for LIFO and serves as a liaison between Business Development Directors and the IPIC production team. Sara has her Bachelor’s degree in Business Administration from Abilene Christian University.
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 CPA firms, commercial real estate developers and investors, asset/portfolio managers, and owners. Through these connections, she helps clients increase cash flow using cost segregation and asset management studies, 179D/energy consulting, and Research & Development tax credits. 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 Telecommunications Production from the College of Journalism at the University of Florida.
Since joining Source Advisors, Frank has spent his time explaining the tax advantages of cost segregation to his clients and their CPA’s. Frank has over 30 years of experience in the business and financial consulting industry. Prior to joining Source Advisors, Frank spent 8 years in the cost segregation industry with another firm. Frank also spent 14 years in Divisional Management positions with TSI, which was part of the largest accounts receivables management firm in the United States. Frank has been a guest speaker at numerous regional and national sales conferences. When not on the job, Frank sits on the board of a fraternal organization that works with local veterans. He also coordinates fundraising events for various charities like Early Connections Learning Center and Candle Lighters of Southern Colorado (a children’s cancer organization).
combined 10 years of sales experience in multiple industries, and he could not be more excited to join our team. He has a master’s degree from Columbia College Chicago and received his Bachelor’s degree from North Central College. Joe is a former college athlete who played four years of Division 3 football for North Central, and his love for the game remains strong to this day. When Joe is not working to create trustworthy relationships with clients and CPAs, Joe spends his time in Katy, TX, with his wife and 3 young kids (ages 5, 3, and 1).
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.
Becky is the Senior Director of Business Development at Source Advisors. For over 16 years, Becky has successfully established a client list ranging from Individual property owners all the way to Fortune 500 companies. Combining experience in Finance and Real Estate for more than two decades, Becky has a broad understanding of the commercial real estate industry and Financial Planning, ranging from project conceptualization through cash flow and asset management. Prior to joining Source Advisors, Becky was a Financial Planner and Equity/Bond trader for firms such as Merrill Lynch and SSN, Inc. Becky held her Real Estate license in the state of Tennessee for more than 10 years.
Chris joined Source Advisors in 2023 as a Business Development Director. Chris has held sales and leadership roles in financial services companies for nearly a decade and has excelled in building meaningful, long-lasting relationships with CPA firms, business owners and executives. He is passionate about creating strong partnerships with his clients, enabling them to feel confident and be successful in the financial strategies that they pursue. Chris is a graduate of Indiana University and lives in Carmel, Indiana with his wife, Allyson, and their three young daughters. In his free time, he enjoys spending time with family and friends, playing soccer, seeing live music and being at the lake.
Joseph Sullivan joined Source Advisors as a Sales Manager with over 16 years of sales experience across the finance, technology, research, and consulting industries. He has over ten years of management experience and is passionate about coaching and developing successful sales teams. He holds a BS in Business Administration from Villanova University and lives in Scarborough, ME, with his wife, Amy, and his two sons, Ronan and Elliot.
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.
Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost Segregation and other negotiated and statutory incentive programs. Over the past 15 years, Michael’s clients have appreciated his consultative approach which has allowed them to realize significant increases in cash flow through various incentive opportunities. Michael is a Certified Financial Planner and holds Bachelor’s Degree in Economics from the University of Iowa.
Stephen joined Source Advisors in 2013 as Southeast Director Business Development. Stephen’s background includes 16 years in the financial services industry with last 11 years in the tax credit and business incentives segment. He holds a Bachelor of Business Administration degree from Virginia Wesleyan University.
Hank is a Registered Professional Engineer (P.E.) in 19 states and works closely with commercial real estate owners and investors as well as accounting firms to provide creative solutions combining cost segregation and Asset Management studies with energy efficient building incentives and tax deductions. Hank has over 35-years of experience in the engineering and construction fields. Prior to joining Source Advisors, he was chief engineer of the Facilities Engineering and Consulting Division for Professional Service Industries, Inc. (PSI), one of the largest consulting engineering firms in the United States. In addition, Hank is a structural engineer with significant construction experience in the design and analysis of commercial buildings. He is a member of American Society of Cost Segregation Professionals (ASCSP), Florida Institute of CPAs (FICPA), and International Council of Shopping Centers (ICSC). Hank received his BS in Aerospace Engineering from Mississippi State University.
Greg is a mechanical engineer with more than 31 years of experience as a senior facility engineer and a senior engineering consultant. Prior to joining Source Advisors, he was the Senior Director of Cost Segregation for Bedford Cost Segregation. Greg has significant experience in facility contract management and is well-versed in component costing and asset classification for real estate properties. His experience ranges from engineering oversight of an EPA Superfund cleanup to design-build activities for manufacturing plants.
Marcus has more than 32 years of experience in the construction industry, including senior project management, CPM scheduling, project estimating, and project management consulting. His past 21 years have been devoted to cost segregation and fixed asset tax issues. Marcus has completed hundreds of Cost Segregation Studies spanning the US, including healthcare, hotels, multi-family apartments, shopping centers, auto dealerships, resort structures, restaurants, manufacturing, and office buildings.
Jennifer has completed over 1600 cost segregation projects since joining Bedford Cost Segregation, LLC in 2005, with property types including multi-family housing developments, manufacturing facilities, high-rise office buildings, shopping centers, among others. She holds a BS in Mechanical Engineering along with a Master’s degree in Engineering Management from the University of North Carolina at Charlotte. She has 8 years prior experience as a project and process engineer in the manufacturing industry.
Jason is a registered professional engineer in the Commonwealth of Massachusetts with over 25 years of experience in the building construction industry. Prior to Cost Segregation, Jason performed as a lead project engineer and field engineer for consulting engineering firms working on utilities, municipal, environmental, highway, and building construction projects. Jason was responsible for signing and sealing contract drawings and specifications, structural design, inspections and reports. As a Senior Project Engineer at Source Advisors, Jason is responsible for technical production of Cost Segregation Studies on large, complex projects including acquisitions, renovations, new construction, tangible property and detailed asset management studies. Jason has experience in most property types including regional hospitals, skyscrapers, heavy manufacturing, industrial, information technology, biomedical, restaurants, hospitality, retail and more.
Andy originally joined Source Advisors in 2004. He is currently a senior manager 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.
Robyn is responsible for performing asset management and cost segregation studies for commercial and residential properties in the Southeast region. Before joining Source Advisors, Robyn worked in the defense industry in engineering and project management. Robyn has a BS in Aerospace Engineering and is an Associate Member of the American Society of Cost Segregation Professionals.
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 4,000 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.
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services with primary responsibility over the quality of deliverables. She has over 14 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 9 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting.
George joined Source Advisors in 2007 and is a Senior Director of R&D Tax Credit Consulting. His former experience includes working at PwC in the national R&D tax credit practice and tax compliance experience at KPMG as well as experience at a regional accounting firm. George has focused specifically on R&D tax credits for over 20 years. He holds a BS in Accounting and an MBA in Taxation from Bryant University.
Moi joined Source Advisors in 2007 and currently leads the Tax Controversy Practice. He has more than 18 years’ experience working with R&D tax credits across all qualifying industries as well as significant IRS audit experience, including appeals. He is considered a national expert in software R&D and has specialized knowledge of financial services software. Moi was formerly a manager on PwC’s national R&D team specializing in the oil and gas and manufacturing industries. He has been with Source Advisors for over 10 years, helping to establish and grow the R&D practice significantly over that time frame. He holds a BS in Finance from NMSU and a Masters in Accounting from University of Dallas.
Laura joined Source Advisors in 2017 and is a Director of Engineering Services over Quality and Content Compliance in the R&D Tax Credit department. In this role, her primary responsibilities include management of the Content Compliance team and report deliverables. Laura has implemented processes and training procedures aimed at improving compliance and quality standards of the reports. Her experience includes six years in financial services leading projects, and three years in Supply Chain Management at Chrysler. Laura holds a Bachelors of Business Administration degree from Grand Valley State University.
Max joined Source Advisors in 2021 and is a Director of Technical Sales for R&D Tax Credits. 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. Max has worked with clients in the Manufacturing, Financial Services, High Tech and Pharmaceutical industries to name a few. Max has been involved in some way on over 2,000 special incentive studies during his career. He holds a BS in Accounting and a Masters in Forensic Accounting from Southern New Hampshire 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 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.
Jordan joined Source Advisors in 2015 and is a Director in the R&D Tax Credit Consulting department. His primary responsibilities include providing technical sales consulting to CPAs and companies looking for guidance on R&D tax credit potential and managing R&D tax credit projects. His experience includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.
Alex joined Source Advisors in 2013 as an R&D Project Manager and in 2016 expanded his role to Director in the R&D Tax Credit Consulting department. His primary responsibilities included conducting preliminary evaluations for R&D qualification in addition to managing and executing projects for a wide range of industries. In 2021, Alex began working on development of strategic partnerships for the GOAT.tax platform as the Head of Customer Success.
Alex has extensive experience in numerous technology-related fields including cloud platform development, game development, mortgage, fintech, Department of Defense contractors, and engineering. He was also responsible for building computational models for credit calculations, developing audit-ready deliverables, and training all new hires on both the sales and production teams.
Prior to joining Source Advisors, Alex worked at a regional corporate tax consulting firm where he was a Director responsible for building several verticals by leveraging his knowledge of software development, engineering, and contract manufacturing. He has over 13 years of dedicated experience with the R&D tax credit with regard to calculation, substantiation, and defense.
Alex holds a BA in English and a BA in Comparative Literature from the University of California, Irvine and is fluent in Korean.
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. His primary responsibilities include leading R&D tax credit projects, conducting interviews and documenting qualified activities. His former experience includes 5 years in operational planning and risk management, most recently leading global projects in OTC derivative markets. Alex received a BBA from Grand Valley State University with a double major in Business Economics and Finance. In addition, Alex received an MBA from Central Michigan University.
Mike joined Source Advisors in 2008 and is now a Director of Project Management. His primary responsibilities include leading R&D tax credit projects, conducting interviews and documenting qualified activities as part of the R&D tax credit study process. Other responsibilities include evaluation of potential clients and the activities they perform as it relates to the R&D tax credit regulations. His former experience includes seven years working in the pharmaceutical industry and seven years in the retail industry. Mike received his BBA from the University of North Texas.
Jim joined Source Advisors as the Director of Tax Controversy in 2022. He has worked in tax incentives such as the R&D tax credit, disaster relief credits, the Employee Retention Credit, and most recently § 174. Jim has been practicing in the general area of taxation and tax law for fifteen years. In that time, he has produced numerous successful tax credit cases for his corporate clients. Further, he has had successful tax audits that range from IRS audits and appeals to state-level tax audits. Prior to joining Source Advisors, Jim worked at two national consulting firms that operated in niche tax incentives. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain double-digit growth. Jim received his Bachelor of Science in Political Science from Texas A&M University and his Juris Doctorate from South Texas College of Law Houston. He is a licensed attorney in the State of Texas.
Lindsey joined Source Advisors as a Director of Tax Controversy in 2022. She has specialized in tax incentives such as the R&D tax credit, 179D deduction, and most recently the Employee Retention Credit. Through the course of her career, Lindsey has represented both public and private sector clients in tax matters. Her focus is on controversy representation related to credits and incentives at both the federal and state levels. Prior to joining Source Advisors, Lindsey worked at a national consulting firm specializing in niche tax incentives. Most recently, she was a manager within the Accounting Methods and Credits practice at a Big Four accounting firm. Lindsey received her Bachelor of Science in Business from Miami University and her Juris Doctorate and Master of Laws from Capital University Law School. She is licensed in Ohio, Texas, and Pennsylvania.
