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Source Advisors is a nationwide leading  non-accounting firm provider of specialty tax solutions.

At Source Advisors, relationships matter. Trust, integrity, and hard work are core values that have driven our success and created lasting  partnerships with our clients. We service companies of all sizes and shapes, from start-ups, to SMBs, to large enterprises. 

Work With Our Industry Leaders

Deborah Roth, CPA

Practice Leader/Managing Director

Jim Foster, J.D.

Director of Tax Controversy

Brian Coddington

Senior Director of Tax Accounting Methods

Partner with Source Advisors

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    Our R&D Tax Credit Services

    The R&D tax credit can help a wide variety of businesses offset and reduce their income tax liability, in addition to providing many other benefits.

    At Source Advisors, we can help assess your company’s federal R&D tax credit opportunity and also determine any state R&D tax credit availability.  Most states offer R&D tax credits as well with many of them being more lucrative than the federal credit.

    Our team of experienced CPAs, attorneys, engineers, and technology experts helps companies save money and create cash flow with R&D tax credits that can then help drive overall growth.

    40 Years of Service

    100% of the Work Performed in the USA

    In-House Team of Dedicated Technical Experts

    Final Report Delivered in 8-10 Weeks

    We Offer Two Distinct R&D Tax Credit Approaches

    Full-Service R&D Tax Credit Consulting

    Claiming the R&D tax credit can potentially result in significant cost savings. The benefits include:

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    Automated R&D Tax Credit System- GOAT.tax

    The activities that qualify for the R&D tax credit are the same ones driving growth in your business.

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    Full-Service R&D Tax Credit Consulting

    Claiming the R&D tax credit can potentially result in significant cost savings. The benefits include:

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    Automated R&D Tax Credit System- GOAT.tax

    The activities that qualify for the R&D tax credit are the same ones driving growth in your business.

    LEARN MORE >>

    Our Other Services

    We are leading industry experts in government-sponsored tax credits, deductions, and incentives.

    Cost Segregation

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    Section 45L

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    Section 179D

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    LIFO

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    ERC

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