Source Advisors Employee Directory

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.

Find Source Advisors employees' phone numbers or email addresses

Source Advisors Global Highlights

Location
Employees

North America
200

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  • United States Of America
    200

Asia
14

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  • India
    13
  • Saudi Arabia
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Source Advisors's Leadership

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    T. W.
    Chief Executive Officer
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    J. W. L.
    Chief Revenue Officer
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    J. W.
    Chief Technology Officer
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    S. B.
    Chief Financial Officer
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    J. F.
    Vice President Of Partnerships
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    L. R.
    Vice President Marketing
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    C. H.
    Chairman
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    D. R.
    Senior Director
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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
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    C. W. N.
    Director
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    United StatesGeorgia
    Mar 14, 2026
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    B. S.
    Director Of Business Development
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    United StatesFlorida
    Mar 14, 2026
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    K. K.
    Senior Director Of Strategic Sales
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    United StatesGeorgia
    Jan 26, 2026
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    P. N.
    Regional Sales Director
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    United StatesMissouri
    Mar 02, 2026
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    B. C.
    Senior Director - Business Development
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    United StatesMassachusetts
    Mar 14, 2026
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    B. G.
    Northeast Business Director
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    United StatesNew Jersey
    Mar 18, 2026
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    M. N.
    Senior Director
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    United StatesMassachusetts
    Mar 06, 2026
  • Stylized image of a person
    J. T. W.
    Director Of Business Development
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    United StatesMississippi
    Jan 17, 2025
  • Stylized image of a person
    L. N.
    Director Of Business Development
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    Mar 17, 2026
  • Stylized image of a person
    G. B.
    Senior Managing Director Of Strategic Initiatives
    Phone icon
    United StatesMassachusetts
    Mar 18, 2026

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 United States; 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 March 2026. 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 March 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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