In the News

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…

FORT WORTH, TX—APRIL 3, 2023 – Source Advisors, a specialized tax consulting firm offering nationwide R&D Tax Credit, Cost Segregation, LIFO inventory, §179D, and §45L solutions, announces its global expansion plans with the strategic…

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, …

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…….

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…

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…

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.

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.

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 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.