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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

Innovation Starts with One Small Step

Fifty years ago, the world was riveted to their television sets to see history in the making when the Apollo

Deb Roth, CPA January 21, 2021

R&D

Raise a Glass for R&D Tax Credits in the Craft Brewing Industry

Who knew the craft brewing industry would qualify for the research tax credit. Ask a Master Brewer about their unique

Source Advisors January 21, 2021

R&D

How Companies have Pivoted to Reinvent and Enhance Their Business with the R&D Tax Credit

We have seen innovation making a real impact on our society as a whole during this unique time. While there

Jennifer Flynn August 27, 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.