Source Advisors

Source Advisors Employee Directory

Financial ServicesUnited 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.

Find Source Advisors employees' phone numbers or email addresses

Source Advisors Global Highlights

Location
Employees

North America
201

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  • United States Of America
    201

Asia
8

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  • India
    8

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Source Advisors's Leadership

  • Stylized image of a person
    T. W.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    J. W.
    Chief Technology Officer
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  • Stylized image of a person
    S. B.
    Chief Financial Officer
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  • Stylized image of a person
    J. F.
    Vice President Of Cpa Partnerships
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  • Stylized image of a person
    C. H.
    Chairman
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  • Stylized image of a person
    D. M.
    Senior Vice President Of Revenue
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  • Stylized image of a person
    D. R.
    Senior Director
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  • Stylized image of a person
    C. F.
    Director Of Business Development
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Source Advisors Employee Metrics

100%
50%
0%
2025
2024
  • Program & Project Management
  • Business Development
  • Customer Success
  • Sales
  • Engineering
  • Other

Contact profiles from Source Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Chief Technology Officer
    Phone icon
    United StatesColorado
    Nov 07, 2025
  • Stylized image of a person
    T. W.
    Chief Executive Officer
    Phone icon
    United States
    Oct 25, 2025
  • Stylized image of a person
    S. B.
    Chief Financial Officer
    Phone icon
    Oct 20, 2025
  • Stylized image of a person
    C. H.
    Chairman
    Phone icon
    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    D. M.
    Senior Vice President Of Revenue
    Phone icon
    United StatesMassachusetts
    Nov 12, 2025
  • Stylized image of a person
    J. F.
    Vice President Of Cpa Partnerships
    Phone icon
    United StatesMassachusetts
    Oct 21, 2025
  • Stylized image of a person
    D. R.
    Senior Director
    Phone icon
    United StatesGeorgia
    Nov 01, 2025
  • Stylized image of a person
    C. F.
    Director Of Business Development
    Phone icon
    United StatesTennessee
    Nov 01, 2025
  • Stylized image of a person
    C. W. N.
    Director
    Phone icon
    United StatesGeorgia
    Nov 11, 2025
  • Stylized image of a person
    B. S.
    Director Of Business Development
    Phone icon
    United StatesFlorida
    Nov 12, 2025

Frequently Asked Questions

What is Source Advisors known for?

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Source Advisors was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 4150 International Plaza, Suite 650 Fort Worth, Texas 76107, US; you can contact the main corporate office by phone at . Explore Source Advisors's company overview page for more information.

What is Source Advisors's most common email format?

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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?

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Source Advisors has approximately 216 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Source Advisors's key employees and leadership?

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As of October 2025, Source Advisors's key employees include:

  • Chief Executive Officer: T. W.
  • Chief Technology Officer: J. W.
  • Chief Financial Officer: S. B.
  • Vice President Of Cpa Partnerships: J. F.
  • Chairman: C. H.

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