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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

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.

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

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

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.

Resources

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

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.

Our people are our greatest asset.

Community outreach and philanthropy.

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

Company updates and press releases

Solutions

CPA Services

Resources

About Us

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

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.

Our list of service line collaterals created for CPAs

Upcoming conferences, workshops, and webinars

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

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.

Resources

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

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.

Our people are our greatest asset.

Community outreach and philanthropy.

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

Company updates and press releases

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Our Latest Insights

Solar Energy

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

woman using phone with money signs floating above

179D

New Bill Outlines Covid Relief and Economic Stimulus Provisions

New Bill Outlines Covid Relief and Economic Stimulus Provisions Congress passed the Appropriations bill, which included the latest Covid relief

Deb Roth, CPA December 12, 2020

pen and paperwork

Sales & Use Tax

Utility Studies for Sales and Use Tax Exemptions

While specific exemptions vary from state to state most manufacturers are aware that all states offer some type of sales

Kamal Shah, CPA February 19, 2024

stack of newspapers with news of source advisors

Section 174

174 Update – Notice 2024-12 & Rev Proc 2024-9

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and

Jordan Fazio January 5, 2024

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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.