Bill McKeon

Bill McKeon

Bill educates and consults with CPA firms and business of all sizes to be a value-added resource. He coordinates R&D tax credit, Cost Segregation and 179D estimates and proposals for business that range in size from Fortune 500 to family businesses. Bill...
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...
Candace Orr

Candace Orr

Candace is Assistant Director of the Tax Accounting Methods & Credits Department at Source Advisors, where she oversees Tangible Property Regulation (TPR) projects and performs tax reviews and report certifications for cost segregation studies. She has more than...
Nicole Clothier

Nicole Clothier

Nicole joined Source Advisors in 2020 as a Client Services Manager for the Greater New York metro region. She is responsible for developing and growing long-term relationships with clients. Previously, Nicole spent five years as a Division Manager in the education...
Stephen Wyatt

Stephen Wyatt

Stephen joined Source Advisors in 2013 as Southeast Director Business Development. Stephen’s background includes 16 years in the financial services industry with last 11 years in the tax credit and business incentives segment. He holds a Bachelor of Business...