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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

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Our Latest Insights

R&D

How Mortgage Banking Qualifies for the R&D Tax Credit

The mortgage banking industry has quietly become more and more dependent on software development over the last decade. Due to the fragmentation

David Finley May 1, 2020

R&D

How do you Calculate R&D Tax Credit Expenses?

How to Calculate R&D Tax Credits There are two general methods for computing the Research and Development Tax Credit, the

Alex Pak November 12, 2021

Cost Seg

The Current State of ADS Under the TCJA and CARES ACT

The Current State of ADS Under the TCJA and CARES ACT Introduction to the ADS The Alternative Depreciation System is

Greg Bryant September 20, 2020

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Embrace the power of tax credit savings with Source Advisors and propel your business towards growth and success. Partner with us today to unlock your company’s full potential.