Insights

Strategic Industry Position Source Advisors operates within the niche of specialized tax consulting with a focus on government incentives such as R&D Tax Credits, Cost Segregation, and Energy Efficiency programs, making it a valuable partner for companies seeking to maximize tax efficiency and government program utilization.

Recent Expansion & Acquisition The company's strategic acquisition of Govgrant in the UK and multiple US firms indicates an aggressive growth trajectory and an openness to expanding services and geographic reach, providing opportunities for partners interested in international tax advisory and cross-border solutions.

Technology and Innovation The launch of an automated software platform signals a move toward technology-driven solutions that streamline tax credit applications and consulting processes, presenting prospects for tech vendors and service providers offering complementary digital tools.

Financial Growth & Stability With revenues estimated between 100M and 250M dollars, Source Advisors demonstrates solid financial health, indicating potential for upselling advanced consulting services or technology integrations to support their continued growth and operational scalability.

Industry Connections Maintaining strong relationships with CPA firms, Fortune 1000 companies, and industry associations opens avenues for partnership with accounting and advisory firms seeking to enhance their tax consulting offerings or expand into government incentives advisory.

Similar companies to Source Advisors

Source Advisors Tech Stack

Source Advisors uses 8 technology products and services including Microsoft Power Apps, Lucidchart, WordPress, and more. Explore Source Advisors's tech stack below.

  • Microsoft Power Apps
    Application Development & Management
  • Lucidchart
    Charting
  • WordPress
    Content Management System
  • Microsoft SharePoint
    Content Management System
  • MySQL
    Database
  • Microsoft Word
    Office Suites
  • Microsoft SharePoint Online
    Team Collaboration
  • Contact Form 7
    Web Platform Extensions

Source Advisors's Email Address Formats

Source Advisors uses at least 2 format(s):
Source Advisors Email FormatsExamplePercentage
First.Last@sourceadvisors.comJohn.Doe@sourceadvisors.com
93%
FLast@sourceadvisors.comJDoe@sourceadvisors.com
3%
Last.First@sourceadvisors.comDoe.John@sourceadvisors.com
2%
F.Last@sourceadvisors.comJ.Doe@sourceadvisors.com
2%
First.Last@sourcehovtax.comJohn.Doe@sourcehovtax.com
75%
Last@sourcehovtax.comDoe@sourcehovtax.com
13%
First@sourcehovtax.comJohn@sourcehovtax.com
7%
F.Last@sourcehovtax.comJ.Doe@sourcehovtax.com
5%

Frequently Asked Questions

Where is Source Advisors's headquarters located?

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Source Advisors's main headquarters is located at 4025 Woodland Park Boulevard Suite 180 Arlington, Texas 76013 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Source Advisors's phone number?

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You can contact Source Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Source Advisors's official website and social media links?

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Source Advisors's official website is sourceadvisors.com and has social profiles on LinkedIn.

What is Source Advisors's NAICS code?

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Source Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Source Advisors have currently?

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As of May 2026, Source Advisors has approximately 211 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: T. W.Chief Revenue Officer: J. W. L.Chief Technology Officer: J. W.. Explore Source Advisors's employee directory with LeadIQ.

What industry does Source Advisors belong to?

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Source Advisors operates in the Financial Services industry.

What technology does Source Advisors use?

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Source Advisors's tech stack includes Microsoft Power AppsLucidchartWordPressMicrosoft SharePointMySQLMicrosoft WordMicrosoft SharePoint OnlineContact Form 7.

What is Source Advisors's email format?

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Source Advisors's email format typically follows the pattern of First.Last@sourceadvisors.com. Find more Source Advisors email formats with LeadIQ.

When was Source Advisors founded?

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Source Advisors was founded in 1983.

Source Advisors

Financial ServicesTexas, United States201-500 Employees

At Source Advisors, relationships matter. 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. We filter every decision through these principles and do the right thing for our clients, team members, CPA firms, and partners.

Source Advisors is a global (USA & UK) specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D & §45L), Sales & Use Tax, Investment & Production Tax Credits, Commercial Property Tax Consulting, and LIFO inventory solutions for more than 40 years. We partner with companies and CPA firms as an advisory source in maximizing government-sponsored tax credits, deductions, and incentives. 

Our team of experienced CPAs, attorneys, engineers, technology experts, and Big Four professionals help companies save money, minimize risk and create cash flow to stimulate businesses and drive overall growth. We are experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change.

Section iconCompany Overview

Headquarters
4025 Woodland Park Boulevard Suite 180 Arlington, Texas 76013 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Source Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Source Advisors's revenue is estimated to be in the range of $100M$250M

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