What departments does Source Advisors have?

Source Advisors has employees across 6 departments including Finance, Business Development, Engineering, Program & Project Management, Analytics.

What is the largest department at Source Advisors?

The largest department at Source Advisors is Program & Project Management with 4 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
191

United States Of America
191

Asia
15

India
14
Saudi Arabia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Source Advisors's Leadership

S. B.
Chief Financial Officer
Mobile Phone
Email
L. H.
Uk Managing Director
Mobile Phone
Email
S. H.
Director Of Business Development
Mobile Phone
Email
L. C.
Director
Mobile Phone
Email
A. S.
Director
Mobile Phone
Email
B. S.
Director-Business Development
Mobile Phone
Email
D. R.
Managing Director
Mobile Phone
Email
S. D.
Director , Business Development
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

T. B.
Senior Project Manager
Mobile Phone
Email
Jun 25, 2026
J. P.
Project Manager
Mobile Phone
Email
May 31, 2026
M. Y.
Senior Tax Associate
Mobile Phone
Email
Jun 29, 2026
C. F.
Project Coordinator
Mobile Phone
Email
Jun 25, 2026
S. H.
Data Analyst
Mobile Phone
Email
Jun 26, 2026
A. R.
Sales Support
Mobile Phone
Email
Oct 17, 2024
N. D.
Project Coordinator - Taxation
Mobile Phone
Email
IndiaTamil Nadu
Mar 05, 2024

Frequently Asked Questions

What is Source Advisors known for?

Source Advisors was founded in 1983 operates in the Financial Services industry; 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 209 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Source Advisors's key employees and leadership?

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

Chief Financial Officer: S. B.
Uk Managing Director: L. H.
Director Of Business Development: S. H.
Director: L. C.
Director: A. S.

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Source Advisors Employee Directory

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