Source Advisors
Jessica LaChance is a seasoned professional with extensive experience in account management and tax services. Currently serving as a Senior Account Manager at Source Advisors since July 2021, Jessica also holds a position as a Techie at GOAT.tax. Prior to these roles, Jessica worked at Bedford Cost Segregation, LLC, where responsibilities included Program Manager of R&D Tax Services and Research & Development Associate from February 2018 to July 2021. Earlier experience includes positions at SIAA, where Jessica was a Portfolio Management Analyst and Accounts Receivable/Data Entry Coordinator, and at Access Sports Medicine & Orthopaedics as a Medical Billing Specialist and Front Desk Coordinator. Jessica earned a degree from Franklin Pierce University, completing studies between 2012 and 2018.
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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.