Source Advisors Expands R&D Tax Credit Practice as Monetek Joins the Firm 

Addition reflects continued investment in R&D Tax Credits following favorable legislative changes for U.S. innovation

ARLINGTON, Texas – [10/06/2026] – Source Advisors, a leading provider of specialized tax consulting services, today announced that Monetek, a Michigan-based consulting firm specializing in Research & Development (R&D) Tax Credits, has joined Source Advisors. 

The addition of Monetek represents the most recent step in Source Advisors’ continued growth and investment in its R&D Tax Credit practice. With more than 40 years of experience supporting businesses across industries, Source Advisors has built one of the most established specialized tax consulting platforms in the market. The addition of the Monetek team expands the firm’s reach and adds critical industry experience to its growing national R&D practice. 

The investment comes at an important time for U.S. businesses investing in research and innovation. Recent changes under the One Big Beautiful Bill Act (OBBBA), including the return of immediate expensing for qualifying domestic research expenditures under Section 174A, have created significant opportunities for companies conducting R&D in the United States. 

“Source Advisors continues to invest in technology and talent in areas where we see the greatest opportunity to create long-term value for our clients and partners, with R&D playing a significant role in that strategy,” said Tim Whipple, CEO of Source Advisors. “The legislative changes under OBBBA reinforce the importance of innovation incentives for U.S. businesses. As the market evolves, we intend to continue expanding the scale, expertise, and reach of our R&D practice.” 

Monetek has more than two decades of experience supporting businesses with federal and state R&D Tax Credits. The firm has developed long-standing relationships across a variety of industries, with a special focus on the medical device community. 

“Joining Source Advisors gives Monetek the opportunity to better serve our clients by offering them the resources and diverse capabilities of an industry-leading firm,” said Jill Altman Neuvirth, President of Monetek. “Source Advisors has the scale, technical depth, and national reach to continue growing this practice while maintaining the high level of service our clients and partners expect. We are excited about what our teams can accomplish together.” 

The Monetek team will join Source Advisors’ R&D Tax Credit practice, led by Deb Roth, CPA, Managing Director of R&D Tax Credits. The addition deepens the expertise of an industry-leading team serving companies across manufacturing, technology, engineering, financial services, life sciences, and other innovation-driven industries. 

“The environment for companies investing in U.S. research and development has changed significantly, and we see tremendous opportunity ahead,” said Roth. “We are continuing to invest in the people, expertise, and resources needed to grow our R&D capabilities and help more businesses understand and capture the incentives available to them. We are excited to welcome Jill and the Monetek team as part of that growth.” 

The addition of Monetek advances Source Advisors’ strategy of expanding its specialized tax capabilities and investing in areas where changing tax policy is creating new opportunities for businesses and their advisors.