Source Advisors
Keith Barreras is a seasoned sales professional currently serving as Lead Account Executive at GOAT.tax and Source Advisors since May 2023, where expertise in R&D tax credit solutions is applied. Prior experience includes roles such as Strategic Account Manager and Account Executive at Pavilion from July 2021 to March 2023, Account Executive at DTEN from June 2020 to April 2021, and Account Executive at Solvvy from April 2018 to May 2020, where innovative customer support solutions were implemented. Keith also held a position as Senior Business Development Representative at Workday Adaptive Planning from December 2015 to April 2018, contributing to financial planning and analysis solutions. Early career experience includes a Management Trainee role at Enterprise Holdings. Keith Barreras holds a Bachelor's Degree in Cultural Anthropology from the University of California, Santa Cruz, obtained in June 2015.
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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.