Source Advisors
Dana Rayner currently serves as a Senior Tax Associate at Source Advisors, where responsibilities include performing fixed asset depreciation analysis and reviewing client documentation for tax treatment. Prior experience at Morgan, Lewis & Bockius LLP includes roles as a Fixed Asset Accountant, managing capitalization of invoices and monthly updates for fixed assets, and as a Cash Analyst, handling fund balancing and financial reporting. Earlier experience at Beneficial Bank involved generating new business and providing customer service as a Relationship Consultant II and Customer Service Representative. Dana Rayner holds a Bachelor of Business Administration (B.B.A.) in Business Administration, Management and Operations from Peirce College, earned between 2010 and 2016.
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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.