Source Advisors
Brian MacKenzie is a highly experienced engineer with a strong background in technical services and project management. Currently serving as a Senior Engineer in Technical Services at GOAT.tax and Source Advisors, Brian specializes in preparing detailed descriptions of research and development projects for clients aiming to secure State and Federal income tax credits. Previously, Brian held senior engineering roles at Intrepid Advisors LLC and various management positions at Stapla Ultrasonics Corporation and Parker Hannifin, where responsibilities included creating departments, managing engineering activities, and improving departmental metrics. Brian's career began at Analytic Energy Systems and Analytic Power Corp., focusing on facility management and product development. Brian holds a Bachelor of Science degree in Mechanical Engineering from Northeastern University.
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Source Advisors
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. Founded as LIFO Systems in 1983, Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), 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 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.