In the News

Stay informed with what’s happening at Source Advisors and featured articles

SA Acquires PMBA

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…

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SA Acquires GovGrant

SA Acquires GovGrant

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…

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R&D Tax Credit Powerhouse Firm Source Advisors Launches New Automated Software Platform

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…….

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SOURCE ADVISORS EXPANDS NATIONWIDE REACH WITH ACQUISITION

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…

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