Randy Thompson

Randy Thompson

Randy Thompson builds on Source Advisor’s excellent reputation in the Southeast region with a focus on Florida. Working closely with CPA firms, developers, investors and asset/portfolio managers, he assists his clients in increasing cash flow using Cost Segregation...
Pat Esteban

Pat Esteban

Patrick joined Source Advisors in 2019 as a senior manager in the cost segregation department. Prior to joining Source Advisors, Patrick gained valuable experience during more than 15 years in Big Four public accounting and other consulting firms, providing tax...
Cherie Brown

Cherie Brown

Cherie Brown joined Source Advisors in 2002 and serves as the Manager of IPIC Production, which utilizes a propriety software program for the IPIC method. She coordinates the entire process of the IPIC LIFO calculations from receiving and review of information to the...
Karen Koch, CPA, MT

Karen Koch, CPA, MT

Karen is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate, who has worked in public accounting and private industry for more than 25 years. As a CPA with a with a Masters in Taxation...
Michael Warady

Michael Warady

Michael Warady, CFP is a Regional Director at Source Advisors who has helped clients secure over $360 million in increased cash flow through incentive strategies such as the Research & Development Tax Credit, Inventory Tax Planning Strategies (LIFO), Cost...