Moises Romero

Moi joined Source Advisors in 2007 and currently leads the Financial Services Practice. He has more than 23 years’ experience working with R&D tax credits and related 174 issues across all qualifying industries as well as significant IRS audit experience, including appeals. He is considered a national expert in software R&D and has specialized knowledge of financial services software. Moi was formerly a manager on PwC’s national R&D team specializing in the oil and gas and manufacturing industries. He has been with Source Advisors for over 17 years, helping to establish and grow the R&D practice significantly over that time frame. He holds a BS in Finance from NMSU and a Masters in Accounting from University of Dallas.