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Insights

Expansion & Growth Global reach with USA and UK operations and recent strategic moves, including the acquisition of GovGrant and a CTO hire to modernize IT, signaling ongoing capability expansion and new cross-border tax incentive offerings ripe for enterprise clients seeking international tax credit optimization.

Tech & Automation Launched an automated software platform and maintains a modern tech stack (Hotjar, Power Automate, Tableau, SharePoint, Sage, Active Directory, Notion, Salesloft) to scale services, presenting opportunities to upsell advanced analytics, workflow automation, and data-driven tax credit optimization for large CPAs and multinational clients.

Corporate Partnerships Deep partnerships with prominent accounting firms, associations, and Fortune 1000 companies create a receptive channel for expanded R&D tax credits, cost segregation, energy efficiency incentives, and property tax solutions across diverse industries.

Leadership & Expertise Experienced team including CPAs, attorneys, engineers, and Big Four professionals, combined with new CTO leadership, positions Source Advisors as a trusted advisor for sophisticated benchmarking, risk reduction, and complex incentive strategies appealing to finance and tax executives.

Financial & Market Position Revenue in the high eight figures with a broad service suite in government-sponsored incentives positions the firm to target mid-market to large enterprises and high-growth sectors (manufacturing, real estate, tech) seeking cash flow optimization and tax efficiency.

Similar companies to Source Advisors

Source Advisors Tech Stack

Source Advisors uses 8 technology products and services including Hotjar, Microsoft Power Automate, Tableau, and more. Explore Source Advisors's tech stack below.

Media & News

Source Advisors's Email Address Formats

Source Advisors uses at least 8 email formats:
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

What is Source Advisors's phone number?

Minus sign iconPlus sign icon You can contact Source Advisors's main corporate office by phone at
+1-817-732-****
. 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?

Minus sign iconPlus sign iconSource Advisors's official website is sourceadvisors.com and has social profiles on LinkedIn.

How much revenue does Source Advisors generate?

Minus sign iconPlus sign icon As of October 2026, Source Advisors's annual revenue is estimated to be $100M - $250M.

What is Source Advisors's NAICS code?

Minus sign iconPlus sign iconSource Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Source Advisors have currently?

Minus sign iconPlus sign iconAs of October 2026, Source Advisors has approximately 211 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Financial Officer: S. B., Uk Managing Director: L. H. and Managing Director: D. R. Explore Source Advisors's employee directory with LeadIQ.

What industry does Source Advisors belong to?

Minus sign iconPlus sign iconSource Advisors operates in the Financial Services industry.

What technology does Source Advisors use?

Minus sign iconPlus sign iconSource Advisors's tech stack includes Hotjar, Microsoft Power Automate, Tableau, Microsoft SharePoint, Sage, Microsoft Active Directory, Notion and Salesloft.

What is Source Advisors's email format?

Minus sign iconPlus sign iconSource 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?

Minus sign iconPlus sign iconSource Advisors was founded in 1983.
Source Advisors logo

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.

Section iconCompany Overview

Phone number
+1-817-732-****
Website
sourceadvisors.com
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

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

Company Leadership

  • Chief Financial Officer at Source Advisors
    S. B.
    Chief Financial Officer
    Mobile Phone
  • Uk Managing Director at Source Advisors
    L. H.
    Uk Managing Director
    Mobile Phone
  • Managing Director at Source Advisors
    D. R.
    Managing Director
    Mobile Phone
  • Director Of Business Development at Source Advisors
    S. H.
    Director Of Business Development
    Mobile Phone
  • Director at Source Advisors
    L. C.
    Director
    Mobile Phone

Employee Directory

  • Director at Source Advisors
    A. S.
    Director
    Mobile Phone
  • Director-Business Development at Source Advisors
    B. S.
    Director-Business Development
    Mobile Phone
  • Director , Business Development at Source Advisors
    S. D.
    Director , Business Development
    Mobile Phone
  • Manager at Source Advisors
    A. C.
    Manager
    Mobile Phone
  • Senior Project Manager at Source Advisors
    T. B.
    Senior Project Manager
    Mobile Phone

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