Source Advisors
Emily Lee is a seasoned professional with extensive experience in the R&D tax credit sector. Currently serving as Senior Quality and Review Manager at Source Advisors since February 2020, Emily also holds the position of Credit Inspector at GOAT.tax since May 2021. Prior to these roles, Emily worked at Apex Advisors US from May 2012 to February 2020, where responsibilities included Project Manager, Senior Associate, and Associate. Emily earned a Bachelor of Arts in Economics from UC San Diego between 2007 and 2011.
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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.