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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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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

Sales & Use Tax

A CPA’s Basic Guide to SALT Requirements

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

Benjamin Kluwgant January 22, 2024

washington business people working at table with laptop

Sales & Use Tax

What is Washington Business & Occupational (B&O) Tax?

Washington Business & Occupation (B&O) Tax is a tax imposed by the state of Washington on the privilege of doing

Jaclyn Harris February 3, 2023

Cost Seg

The Final Bonus Depreciation Regulations

The Final Bonus Depreciation Regulations On September 21, 2020, the IRS released an advance copy of the final bonus depreciation

Greg Bryant September 28, 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.