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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

Previous News

News

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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Gainline Capital Partners Announces Acquisition of SourceHOV Tax

STAMFORD, CT – Gainline Capital Partners (“Gainline”), announced today that it has acquired SourceHOV Tax (the “Company”) from Exela Technologies,

Source Advisors March 24, 2020

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Michael Warady Returns to Source Advisors Tax

FORT WORTH, TX – We are pleased to announce that Michael Warady, CFP, has rejoined our business development team. Having

Source Advisors November 12, 2018

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Rachel Bishop and Moi Romero Pave the way for R&D Growth

FORT WORTH, TX – Rachel Bishop joined our growing R&D Tax Credit consulting group in July 2018 as a Senior Director. Rachel

Source Advisors October 1, 2018

Media Contact

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