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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.

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Do It Yourself, But Not Alone

Our Automated R&D Tax Software

With, 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

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Get Access to Advanced Tax Resources

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.