Resources

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

Maintain your credentials and 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, we’ve got you covered

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

Email david.finley@sourceadvisors.com

David Finley

Director, Northern Region

David educates and consults with a large variety of business types and sizes, coordinates R&D tax credit and Cost Segregation studies, estimates and proposals. Davis is a CPA with 30+ years serving clients in a tax capacity. Formerly a Senior Manager, Tax at Deloitte, Director of Business Development at CCG (California Credits Group) and time in the corporate tax departments of Capitol Records (EMI) and MGM/UA communications Co. MS in Taxation from San Diego State University, 1985. BS in Accounting from San Diego State University, 1984.

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