FORT WORTH, TX – We are pleased to announce that Michael Warady, CFP, has rejoined our business development team. Having provided more than 25 years of client education and interaction, Michael will focus his attention in the MidAtlantic states, helping CPAs and their clients understand how to maximize cash flow through R&D Tax Credits , cost segregation, LIFO and 179D.
“We are thrilled to have Michael back on our team. Michael is compassionate and excels at listening to clients and understanding which incentives are most appropriate for them,” says Chris Henderson, President. “His deep technical knowledge and ability to uncover what a client truly needs is a great asset to our practice.”
“I am honored to return to such a dynamic and intelligent organization. Our leadership and project teams are the best in the industry. Building the bridge among clients, CPAs and our team is where I will continue to focus my efforts. As businesses and the economy continue to grow, this is an ideal time to look to tax incentives to help sustain and continue to support that growth,” says Michael.
ABOUT SOURCE ADVISORS
Source Advisors has helped CPA firms and their clients maximize specialized federal and state tax incentives for more than four decades. Headquartered in Fort Worth, TX, Source Advisors collaborates with accounting firms throughout the country to bring R&D Tax Credit, Cost Segregation, LIFO, §179D, and §45L solutions to their clients. With a global team of more than 250 professionals, Source Advisors serves many of the most prominent accounting firms, associations, and Fortune 1000 companies and has earned a reputation for delivering exceptional results for its clients. Source Advisors has been backed by Boston-based BV Investment Partners since 2022. For more information, www.sourceadvisors.com.
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