In the News
Stay informed with what’s happening at Source Advisors and featured articles
BV Investment Partners Announces Majority Investment in Source Advisors
BOSTON, April 6, 2022 – BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, announced today that it has made a majority investment in Source Advisors, …
R&D Tax Credit Powerhouse Firm Source Advisors Launches New Automated Software Platform
Fort Worth, TX—December 8, 2021 Source Advisors, a market leading tax consulting firm providing R&D Tax Credit, Cost Segregation, §179D, §45L, ERC and LIFO inventory solutions nationwide for more than 38 years, has launched GOAT.tax, an automated research & development tax credit SaaS platform to service clients across a variety of industries. With over 50 dedicated R&D tax…….
SOURCE ADVISORS GROWS COST SEGREGATION AND ENERGY SOLUTION DIVISIONS WITH RECENT MERGER
Fort Worth, TX—May 20, 2021 Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, LIFO inventory, §179D and §45L solutions nationwide for more than 38 years, has joined forces with Bedford Cost Segregation…
SOURCE ADVISORS EXPANDS NATIONWIDE REACH WITH ACQUISITION
Fort Worth, TX—December 8, 2020 Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, LIFO inventory, §179D and §45L solutions nationwide for more than 37 years, with support from their equity partner Gainline Capital Partners…
R&D TAX CREDIT TEAM WELCOMES NEW CLIENT SERVICES DIRECTOR
Andrea Stone recently joined the R&D Tax Credit team at as our new Client Services Director. We are excited for her addition to the team. Andrea’s primary responsibility is to leverage her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams.
SOURCE ADVISORS EMERGES FROM SOURCEHOV TAX / GAINLINE PARTNERSHIP
SourceHOV Tax, a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, LIFO inventory solutions, §179D and §45L for more than 37 years, has rebranded as Source Advisors after its acquisition by Gainline Capital Partners.
GAINLINE CAPITAL PARTNERS ANNOUNCES ACQUISITION OF SOURCEHOV TAX
STAMFORD, Conn., March 24, 2020- Gainline Capital Partners (“Gainline”), announced today that it has acquired SourceHOV Tax (the “Company”) from Exela Technologies, Inc. (NASDAQ:XELA) in a carve out transaction
RACHEL BISHOP AND MOI ROMERO PAVE THE WAY FOR R&D GROWTH
Rachel Bishop joined our growing R&D tax credit consulting group in July 2018 as a Senior Director. Rachel is a CPA with more than 14 years of R&D tax credit experience working across a broad range of industries for companies from startups to Fortune 500.
MICHAEL WARADY RETURNS TO SOURCE ADVISORS TAX
We are pleased to announce that Michael Warady, CFP, has rejoined our business development team.