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

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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,

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

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

For over 40 years, Source Advisors has been providing nationwide tax incentive solutions, empowering businesses of all sizes—from small enterprises to Fortune 1000 companies—to unlock the full potential of government-sponsored tax credits

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Unleash R&D Tax Credits for Your Clients

At Source Advisors, we assess your client’s federal R&D tax credit opportunity and also determine any state R&D tax credit availability.

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.

Do It Yourself, But Not Alone

Introducing GOAT.tax
Our Automated R&D Tax Software

With GOAT.tax, we revolutionize how businesses approach R&D tax credits. This automated platform is designed for businesses that prefer a hands-on approach without sacrificing expert guidance.

Our Other Services

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

Cost Segregation

Accelerate depreciation and increase short term cash flow for commercial and residential properties

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45L Tax Credits

The credit provides a dollar-for-dollar offset of building costs for energy-efficient single family or multifamily properties

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179D

Leverage your green building tax deductions

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State and Local Tax

Unlock 45L and 179D Tax Credits to offset the costs associated with building energy-efficient properties

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LIFO Accounting

Leverage your business’s existing inventory with the Last in, First out accounting method

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Section 174 Amortization

Section 174 of the U.S. Tax Code defines the treatment of Research & Experimental (R&E) expenditures

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We invest heavily in technology and training, ensuring our team is equipped with the latest tools to deliver results. As a partner, you gain access to these resources, bolstering your own practice’s efficiency and effectiveness.

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