Source Advisors

Financial ServicesTexas, United States201-500 Employees

Source Advisors is a global tax consulting firm focused on helping companies and CPA firms maximize government-sponsored incentives in the United States and the United Kingdom. Its services encompass R&D tax credits, cost segregation, energy efficiency incentives (including §179D and §45L), sales and use tax, investment and production tax credits, commercial property tax consulting, and LIFO inventory solutions. The firm relies on a team of CPAs, attorneys, engineers, and other specialists, including Big Four professionals, to help clients navigate evolving tax laws, reduce risk, and improve cash flow.

Its clients include companies and CPA firms seeking to optimize credits, deductions, and incentives while managing risk and cash flow. The company is based in Arlington, Texas, and operates with a cross-border footprint in the United States and the United Kingdom. A notable development in 2023 was the launch of an automated software platform to support its tax credit and incentive services.

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