Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

Leverage your green building tax deductions

Generate cash by leveraging existing inventory for profit

Energy Solutions for Commercial and Residential Properties

Ensure compliance and maximize profits while minimizing losses

Request an enhanced R&D tax credit study to offset amortized tax liability

R&D tax credits for businesses based in the UK

Automate your R&D tax credits with GOAT.tax

Achieve More for Your Clients

Insights

Our Latest Insights

174 Update – Notice 2024-12 & Rev Proc 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

Upcoming conferences, workshops, and webinars

Explore articles written by industry leaders on all our service lines

About Us

Our Industry Leaders

R&D Tax Credit

Cost Segregation

Energy Efficiency Tax Credit

Tax Law and Regulations

Our people are our greatest asset.

Join the Source Advisors family! Check out our open positions.

Community outreach and philanthropy.

Company updates and press releases

Resources

Example
Tax Forms

Our team of tax professionals can

help you by preparing various tax forms

IRS Form 3115

Also known as Application for Change in Accounting Method, IRS Form 3115 is required for any taxpayer that changes their accounting method or makes or revokes certain late elections.

Click Here To View Form →

IRS Form 6765

Form 6765 is used for businesses claiming the Research and Development Tax Credit, also known as the R&D Tax Credit. This tax credit was created to incentivize U.S.-based research and development activity.

Click Here to View Form →

Contact Source Advisors for a Free Assessment

Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.