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A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

Imran Syed May 20, 2024

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D Announcement 2024-24 refers to the upcoming updates that will align

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Source Advisors Earns 2024 Energy Star® Market Leader Award

Source Advisors July 24, 2024

Fort Worth, TX – July 24, 2024 – Source Advisors announced that it has been recognized by the U.S. Environmental Protection Agency (EPA) with a 2024 ENERGY STAR® Market Leader Award for its contribution to verifying energy-efficient new homes and apartments that earned ENERGY STAR certification. An ENERGY STAR partner since 2020, Source Advisors verified more than 150 ENERGY STAR certified homes and apartments, helping to reduce carbon dioxide emissions by 230.65 metric tons and achieving 224,813 kWh of annual

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Source Advisors Acquires United Paramount Tax Group

Source Advisors Strengthens Tax Expertise and Client Solutions with Strategic Acquisition of United Paramount Tax Group Fort Worth, TX –

Source Advisors July 11, 2024

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Source Advisors Acquires PMBA

Source Advisors Acquires PMBA, Further Expanding Market-Leading Suite of Specialty Tax Solutions FORT WORTH, TX – Source Advisors, a premier specialized

Source Advisors June 1, 2023

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Source Advisors Acquires GovGrant

Source Advisors Acquires Prominent U.K. R&D Tax Credit Firm GovGrant, Announces Global Expansion FORT WORTH, TX—APRIL 3, 2023 – Source Advisors,

Source Advisors April 3, 2023

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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

Source Advisors April 6, 2022

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

FORT WORTH, TX – Source Advisors, a market leading tax consulting firm providing R&D Tax Credit, Cost Segregation, §179D, §45L,

Source Advisors December 8, 2021

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Source Advisors Grows Cost Segregation and Energy Solution Divisions with Recent Merger

FORT WORTH, TX – Source Advisors, a leading specialized tax consulting firm providing R&D Tax Credit , Cost Segregation, LIFO inventory, §179D

Source Advisors May 20, 2021

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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

Source Advisors May 20, 2021

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R&D Tax Credit Team Welcomes New Client Services Director

FORT WORTH, TX – Andrea Stone recently joined the R&D Tax Credit team at as our new Client Services Director. We are excited for her

Source Advisors August 3, 2020

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Source Advisors Emerges from SourceHOV Tax and Gainline Partnership

FORT WORTH, TX – SourceHOV Tax, a leading specialized tax consulting firm providing R&D Tax Credit , Cost Segregation, LIFO inventory, §179D

Source Advisors June 10, 2020

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Our Latest Insights

A CPA’s Basic Guide to SALT Requirements

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

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Source Advisors Earns 2024 Energy Star® Market Leader Award

Source Advisors Acquires United Paramount Tax Group

Source Advisors Acquires PMBA

Source Advisors Acquires GovGrant

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BV Investment Partners Announces Majority Investment In Source Advisors

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

Source Advisors Grows Cost Segregation and Energy Solution Divisions with Recent Merger

Source Advisors Expands Nationwide Reach with Acquisition

R&D Tax Credit Team Welcomes New Client Services Director

Source Advisors Emerges from SourceHOV Tax and Gainline Partnership

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