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

Source Advisors

FORT WORTH, TX – Rachel Bishop joined our growing R&D Tax Credit consulting group in July 2018 as a Senior Director. Rachel is a CPA with more than 14 years of R&D Tax Credit experience working across a broad range of industries for companies from startups to Fortune 500. Rachel was the Managing Director for Black Line Group’s R&D practice for nine years prior to joining Source Advisors. She will partner with Deb Roth, Managing Director of R&D, to expand our R&D practice and ensure high quality deliverables and superior client experience.

In addition, Moi Romero, a 12-year veteran of our R&D practice, recently assumed the lead role for our Tax Controversy group. Moi has specialized in federal and state R&D tax incentives for nearly 20 years and has extensive experience with exam advocacy and appeals representation.

The Source Advisors R&D practice has experienced significant growth, doubling in size since 2012. We currently have 21 dedicated, full-time professionals and expect to add several additional team members in 2019.


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,

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