Insights

Diversified Tax Expertise Source Advisors specializes in a broad range of tax incentives such as R&D Tax Credits, Cost Segregation, Energy Efficiency incentives, and Investment Tax Credits, presenting opportunities to cross-sell or bundle services to clients seeking comprehensive tax strategy solutions.

Global Expansion & M&A Potential The recent acquisition of U.K.-based GovGrant and strategic growth through mergers like Bedford Cost Segregation and Intrepid Advisors signal an active expansion strategy, indicating opportunities to collaborate with or acquire similar firms in new markets or expand service offerings.

Technology-Driven Innovation The launch of automated software platforms demonstrates a commitment to technological innovation, providing prospects with opportunities to integrate advanced digital solutions and improve efficiency within their tax credit and consulting processes.

Financial Strength & Market Position With revenue ranging between $100M and $250M and a strong client network that includes Fortune 1000 companies and top CPA firms, Source Advisors is well-positioned to serve large enterprises and offer premium consulting services, making it a compelling partner for high-value engagements.

Industry Relationships & Trust A longstanding focus on integrity and client trust has cultivated extensive partnerships with leading accounting firms and industry associations, creating ongoing sales opportunities through referral networks and strategic alliances in the financial services sector.

Similar companies to Source Advisors

Source Advisors Tech Stack

Source Advisors uses 8 technology products and services including Facebook Pixel, cdnjs, Cloudflare, and more. Explore Source Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • cdnjs
    Content Delivery Network
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Plupload
    Data Management
  • Elementor
    Page Builders
  • Animate.css
    UI Frameworks
  • 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@sourcehovtax.comJohn.Doe@sourcehovtax.com
70%
Last@sourcehovtax.comDoe@sourcehovtax.com
11%
First@sourcehovtax.comJohn@sourcehovtax.com
6%
F.Last@sourcehovtax.comJ.Doe@sourcehovtax.com
5%
Last.F@sourcehovtax.comDoe.J@sourcehovtax.com
2%
First_L@sourcehovtax.comJohn_D@sourcehovtax.com
2%
First.L@sourcehovtax.comJohn.D@sourcehovtax.com
1%
Last.First@sourcehovtax.comDoe.John@sourcehovtax.com
1%
FirstLast@sourcehovtax.comJohnDoe@sourcehovtax.com
1%
FirLast@sourcehovtax.comJohDoe@sourcehovtax.com
1%
First.Last@sourceadvisors.comJohn.Doe@sourceadvisors.com
93%
FLast@sourceadvisors.comJDoe@sourceadvisors.com
2%
Last.First@sourceadvisors.comDoe.John@sourceadvisors.com
3%
F.Last@sourceadvisors.comJ.Doe@sourceadvisors.com
2%

Frequently Asked Questions

Where is Source Advisors's headquarters located?

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Source Advisors's main headquarters is located at 4150 International Plaza, Suite 650. 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 December 2025, Source Advisors has approximately 217 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: T. W.Chief Technology Officer: J. W.Chief Financial Officer: S. B.. 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 Facebook PixelcdnjsCloudflareRSSPluploadElementorAnimate.cssContact 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@sourcehovtax.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
4150 International Plaza, Suite 650
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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