Source Advisors - US and UK R&D Tax Credits for Fintech: Advising Global Fintech Leaders Since 2009

AccountingTexas, United States51-200 Employees

Source Advisors focuses on helping US and UK financial services firms reduce income taxes by securing government R&D tax credits tied to the development of proprietary software and hardware and the integration of third‑party tools. Its client base includes owners, CFOs, and heads of tax at asset managers, banks, brokers/dealers, hedge funds, data vendors, exchanges, insurtech firms, market makers, private equity, and related fintech companies. The US credit typically reduces tax liability by about 7-9% of eligible R&D expenses, while the UK scheme can provide 9-33%.

The firm is based in Fort Worth, Texas, and operates within the accounting sector with a focus on R&D tax credit studies for fintech. Founded in 2009, Source Advisors serves a global client base and notes that some of its largest clients use Big Four firms for general tax and audit work while engaging Source Advisors for annual R&D tax credit studies. In 2023, the company announced the launch of an automated software platform to support its engagements, which can be delivered on-site or remotely with final calculations provided within weeks after kickoff.

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