Solutions

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About Us

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 and fostering strong client 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

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

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

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

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

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

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

man reviewing 481a adjustment papers with pen

R&D

IRC 481 (a) Adjustment For Changes in Accounting Methods

What is a 481(a) Adjustment? A change in method of accounting requires restatement of the tax accounts on the first

Matt McKinney April 7, 2025

Cost Seg

Revenue Procedure 2019-33

Revenue Procedure 2019-33 On July 31, 2019, the IRS released Rev. Proc. 2019-33. This revenue procedure allows taxpayers to make or

Greg Bryant August 5, 2019

News

Michael Warady Returns to Source Advisors Tax

FORT WORTH, TX – We are pleased to announce that Michael Warady, CFP, has rejoined our business development team. Having

Source Advisors November 12, 2018

Contact Source Advisors for a Free Assessment

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.