What departments does Source Advisors have?

Source Advisors has employees across 9 departments including Finance, Engineering, Marketing, Information Technology, Business Development.

What is the largest department at Source Advisors?

The largest department at Source Advisors is Business Development with 14 employees.

Where are Source Advisors employees located globally?

Source Advisors has employees across 3 continents and 4 countries including India, Saudi Arabia, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Source Advisors's team size changed over time?

Source Advisors's team has decreased from approximately 231 to 173 employees based on available data.

Source Advisors Employee Directory

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.

Source Advisors Global Highlights

North America
196

United States Of America
196

Asia
14

India
13
Saudi Arabia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Source Advisors's Leadership

T. W.
Chief Executive Officer
Mobile Phone
Email
J. W. L.
Chief Revenue Officer
Mobile Phone
Email
J. W.
Chief Technology Officer
Mobile Phone
Email
S. B.
Chief Financial Officer
Mobile Phone
Email
J. F.
Vice President Of Partnerships
Mobile Phone
Email
L. R.
Vice President Marketing
Mobile Phone
Email
C. H.
Chairman
Mobile Phone
Email
D. R.
Senior Director
Mobile Phone
Email

Source Advisors Employee Metrics

100%

50%

0%

2026

2025

Program & Project Management
Business Development
Customer Success
Sales
Engineering
Other
Banking
Finance
Business

Contact profiles from Source Advisors

Name

Title

Contact Info

Location

Last Update

J. W. L.
Chief Revenue Officer
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
J. W.
Chief Technology Officer
Mobile Phone
Email
United StatesColorado
Oct 03, 2025
T. W.
Chief Executive Officer
Mobile Phone
Email
United States
May 05, 2026
S. B.
Chief Financial Officer
Mobile Phone
Email
Apr 09, 2026
C. H.
Chairman
Mobile Phone
Email
United StatesTexas
May 02, 2026
J. F.
Vice President Of Partnerships
Mobile Phone
Email
United StatesMassachusetts
Jun 02, 2026
L. R.
Vice President Marketing
Mobile Phone
Email
United StatesTexas
Feb 24, 2026
D. R.
Senior Director
Mobile Phone
Email
United StatesGeorgia
Jun 02, 2026
M. B.
Director Of It
Mobile Phone
Email
United StatesTexas
Jun 03, 2026
C. F.
Director Of Business Development
Mobile Phone
Email
United StatesTennessee
Jun 02, 2026

Frequently Asked Questions

What is Source Advisors known for?

Source Advisors was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 4025 Woodland Park Boulevard Suite 180 Arlington, Texas 76013 United States; you can contact the main corporate office by phone at

+1-817-732-****

. Explore Source Advisors's company overview page for more information.

What is Source Advisors's most common email format?

Source Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Source Advisors email formats with LeadIQ.

How many employees does Source Advisors have currently?

Source Advisors has approximately 211 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Source Advisors's key employees and leadership?

As of May 2026, Source Advisors's key employees include:

Chief Executive Officer: T. W.
Chief Revenue Officer: J. W. L.
Chief Technology Officer: J. W.
Chief Financial Officer: S. B.
Vice President Of Partnerships: J. F.

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Source Advisors Employee Directory

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