Source Advisors
Jon P. has a diverse work experience, with their most recent position as the Director of Business Development at Source Advisors starting in 2022. Prior to this, they worked as the Director of Business Development at Pinnacle Advisory Group, LLC from 2020 to 2022, where they specialized in securing federal tax credits and incentives for businesses. From 2018 to 2020, Jon served as the Vice President of Sales at TAG Employer Services. Jon also held the position of Director at BMS CAT from 2015 to 2017, and Manager roles at Southcrest Consulting LLC from 2011 to 2015 and CTMI, LLC from 2005 to 2011.
Jon P. attended the University of North Texas from 2001 to 2005, where they obtained a Bachelor's degree in Business Administration and Management, with a focus on General Management.
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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.