Source Advisors
Julianne Kaplani is an accomplished Client Success Manager at Source Advisors since September 2022, specializing in tax consulting services. Prior to this role, Julianne served as an Account Manager at Kaplani Agency Inc. from November 2011 to September 2022, and as an Account Executive and Personal Lines & New Product Manager at Four Star Greenhouse from 2007 to 2011. Julianne began a research career as a Research Coordinator at the University of Michigan from 2002 to 2007, focusing on growth hormone and gene regulation. Currently pursuing an MBA in Business Administration, Management, and Operations at the University of Michigan-Dearborn, Julianne holds a Bachelor of Science in Physical and Biological Anthropology from the University of Michigan.
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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.