Solutions

CPA Services

Resources

About Us

Solutions

We help clients maximize tax credit savings through expert guidance and a range of services tailored to their needs, ensuring compliance and optimizing benefits.

Resources

CPA Services

CPA Partners

Source Advisors offers tailored solutions, focusing on speed, responsiveness, and flexibility to optimize clients’ tax strategies and maximize returns, fostering lasting relationships and fostering strong client relationships.

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

Key tax strategies that can improve cash flow, free up capital, and fund future projects

Stay up to date with industry developments with Source Advisors’ CPE Courses

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.

Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Upcoming conferences, workshops, and webinars

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Access our library of informative guides on various tax topics

Explore articles written by industry leaders on all our service lines

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

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

About Us

Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies.

Our people are our greatest asset.

Community outreach and philanthropy.

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

Company updates and press releases

Solutions

CPA Services

Resources

About Us

Solutions

We help clients maximize tax credit savings through expert guidance and a range of services tailored to their needs, ensuring compliance and optimizing benefits.

Resources

CPA Services

CPA Partners

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

Key tax strategies that can improve cash flow, free up capital, and fund future projects

Stay up to date with industry developments with Source Advisors’ CPE Courses

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.

Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Upcoming conferences, workshops, and webinars

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Access our library of informative guides on various tax topics

Explore articles written by industry leaders on all our service lines

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

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

About Us

Our people are our greatest asset.

Community outreach and philanthropy.

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

Company updates and press releases

Resources

Service
Line Collateral

Our list of service line collaterals created for CPAs

Resources

Service Line Collateral

General

R&D

Cost Seg

Energy

LIFO

General

Source Advisors Service Lines

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R&D

R&D Tax Credits Fact Sheet

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R&D Database Download 2024

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R&D Database Download 2023

Click Here To View PDF →

Cost Seg

Cost Segregation Fact Sheet

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Cost Segregation Benefit Analysis

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Cost Segregation
Database Query

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Energy

179D and 45L Pre VS Post IRA Comparison Sheet

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179D Info Sheet: Commercial Buildings

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LIFO

LIFO Database
Download Process

Click Here To View PDF →

Source Advisors Service Lines

Click Here To View PDF →

R&D Tax Credits Fact Sheet

Click Here To View PDF →

R&D Database Download 2024

Click Here To View PDF →

R&D Database Download 2023

Click Here To View PDF →

Cost Segregation Fact Sheet

Click Here To View PDF →

Cost Segregation Benefit Analysis

Click Here To View PDF →

Cost Segregation
Database Query

Click Here To View PDF →

179D and 45L Pre VS Post IRA Comparison Sheet

Click Here To View PDF →

179D Info Sheet: Commercial Buildings

Click Here To View PDF →

LIFO Database
Download Process

Click Here To View PDF →

Let's Get Started

Ready to amplify your client offerings and discover unclaimed tax savings? Contact us today to discuss a partnership or schedule a no-obligation consultation. Let Source Advisors be your partner in empowering financial success for your clients.

Solutions

Resources

CPA Partners

Resources

About Us

Solutions

Resources

CPA Partners

Resources

About Us

Resources

ServiceLine Collateral

Resources

Service Line Collateral

Source Advisors Service Lines

R&D Tax Credits Fact Sheet

R&D Database Download 2024

R&D Database Download 2023

Cost Segregation Fact Sheet

Cost Segregation Benefit Analysis

Cost Segregation Database Query

179D and 45L Pre VS Post IRA Comparison Sheet

179D Info Sheet: Commercial Buildings

LIFO DatabaseDownload Process

Source Advisors Service Lines

R&D Tax Credits Fact Sheet

R&D Database Download 2024

R&D Database Download 2023

Cost Segregation Fact Sheet

Cost Segregation Benefit Analysis

Cost Segregation Database Query

179D and 45L Pre VS Post IRA Comparison Sheet

179D Info Sheet: Commercial Buildings

LIFO DatabaseDownload Process

Let's Get Started

Service
Line Collateral

Cost Segregation
Database Query

LIFO Database
Download Process

Cost Segregation
Database Query

LIFO Database
Download Process