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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.

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R&D Tax Credit

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Consulting

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Cost Segregation

Benefits Calculator

Cost Segregation by State

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Fixed Asset Review

Energy Tax Incentive Consulting

45L Tax Credits

179D Tax Deductions

Energy Certifications

Investment Tax Credits
& Production Tax Credits

Property Tax

Commercial Property Tax

Business Personal Property
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.

CPA Tailored Services

R&D Tax Credit

Cost Segregation

Fixed Asset Consulting

Energy Efficiency

Sales & Use Tax

Investment Tax Credits
& Production Tax Credits

LIFO

Property Tax

Form Preparation Services

Service Line Collateral

Our list of service line collaterals created for CPAs

Webinars & Events

Upcoming conferences, workshops, and webinars

Real Estate Tax Incentives

Key tax strategies that can improve cash flow, free up capital, and fund future projects

CPE Course Catalog

Stay up to date with industry developments with Source Advisors’ CPE Courses

Tax News

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.
Resources
Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Webinars & Events

Upcoming conferences, workshops, and webinars

Tax News

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Tax Guides

Access our library of informative guides on various tax topics

Blogs

Explore articles written by industry leaders on all our service lines

Case Studies

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

Industries

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses
About Us
About Us

Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies.

Learn More About Us

Meet Our Team

Our people are our greatest asset.

Our Philanthropy

Community outreach and philanthropy.

Careers

Join the Source Advisors family! Check out our open positions.

Company News

Company updates and press releases

Solutions
Solutions

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

Tax News

Case Studies

Example Tax Forms

Tax Guides

R&D Activities

R&D Tax Credit Map

R&D Tax Credit Calculator

R&D Tax Credit

Section 174 Amortization

UK R&D Tax Credits

Automated R&D Tax Credit Software

Multi-State Business

Sales & Use Tax

Nexus Calculator

Consulting

Compliance

Audits

States/Cities with Unique
Sales and Use Tax Rules

Inventory Management

Last-In-First-Out (LIFO)

Asset Mgmt & Fintech

Asset Mgmt & Fintech

Real Estate Tax Incentives

Cost Segregation

Benefits Calculator

Cost Segregation by State

Fixed Asset Consulting

Tangible Property Regulations

Fixed Asset Review

Energy Tax Incentive Consulting

45L Tax Credits

179D Tax Deductions

Energy Certifications

Investment Tax Credits
& Production Tax Credits

Property Tax

Commercial Property Tax

Business Personal Property
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.

CPA Tailored Services

R&D Tax Credit

Cost Segregation

Fixed Asset Consulting

Energy Efficiency

Sales & Use Tax

Investment Tax Credits
& Production Tax Credits

LIFO

Property Tax

Form Preparation Services

Service Line Collateral

Our list of service line collaterals created for CPAs

Webinars & Events

Upcoming conferences, workshops, and webinars

Real Estate Tax Incentives

Key tax strategies that can improve cash flow, free up capital, and fund future projects

CPE Course Catalog

Stay up to date with industry developments with Source Advisors’ CPE Courses

Tax News

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits.
Resources
Resources

Source Advisors offers a comprehensive range of resources designed to help clients maximize their tax credits savings for their businesses.

Webinars & Events

Upcoming conferences, workshops, and webinars

Tax News

Stay ahead of the curve with our technical updates. From changes in tax legislation to updates on tax credits, we’ve got you covered

Tax Guides

Access our library of informative guides on various tax topics

Blogs

Explore articles written by industry leaders on all our service lines

Case Studies

Learn from real-world examples to understand how we’ve helped our clients navigate various complex tax situations

Industries

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses
About Us
About Us

Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies.

Learn More About Us

Meet Our Team

Our people are our greatest asset.

Our Philanthropy

Community outreach and philanthropy.

Careers

Join the Source Advisors family! Check out our open positions.

Company News

Company updates and press releases

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Our Latest Insights

Energy Tax Incentives

IRS Issues New Guidance on Beginning of Construction Rules for Wind and Solar Tax Credits

IRS Issues New Guidance on Beginning of Construction Rules for Wind and Solar Tax Credits The Treasury Department and IRS

Imran Syed August 19, 2025

Cost Seg

Rev. Proc. 2020-22 Changes to the Section 163(J) Interest Limitation

Rev. Proc. 2020-22 Changes to the Section 163(J) Interest Limitation On April 10th, 2020, the Internal Revenue Service posted Rev.

Greg Bryant April 27, 2020

Section 174

Offsetting Section 174 R&E Software Development Tax Liability With R&D Tax Credits

Section 174 Changes Impact R&D Tax Credits for Software The new changes to Section 174 have a significant impact on

Deb Roth, CPA April 16, 2023

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