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Source Advisors Launches The Dotty Network, a New Employee Resource Group Championing Women in the Workplace

Source Advisors August 20, 2026

Named in honor of company co-founder Dorothy Green, the network is built on a simple mission: Learn. Earn. Return. Arlington, TX— June 30, 2026— Source Advisors today announced the launch of The Dotty Network, a new Employee Resource Group (ERG) dedicated to supporting, developing, and advancing women across the organization. The network is named in honor of Dorothy Green, whose entrepreneurial spirit and leadership helped lay the foundation for the company Source Advisors today. Building on her legacy, The Dotty

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Source Advisors Appoints Tim Whipple Chief Executive Officer

Source Advisors announced the appointment of Tim Whipple as its new Chief Executive Officer. Tim will take over as Chris

Source Advisors November 25, 2024

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Source Advisors Earns 2024 Energy Star® Market Leader Award

Fort Worth, TX – July 24, 2024 – Source Advisors announced that it has been recognized by the U.S. Environmental

Source Advisors July 24, 2024

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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

Media Contact

For media inquiries or additional information regarding our press releases, please contact VP of Marketing, Leila Rayburn at Leila.rayburn@sourceadvisors.com