R&D Tax Credit Team Welcomes New Client Services Director

Source Advisors Andrea Stone

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 addition to the team. Andrea’s primary responsibility is to leverage her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams.

Andrea will also work alongside existing customers to improve understanding of current business operations and industry and economic trends to help maximize their R&D Tax Credit benefits.

Prior to joining Source Advisors, Andrea spent over 15 years in the R&D industry serving in various roles, including her most recent as a Technical Director. Andrea has extensive experience in many industries including manufacturing, oil and gas, biotechnology, medical device, and software development.


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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Leila Rayburn

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