Source Advisors
Robert Wallace, EIT, is an experienced professional in project management and engineering, currently serving as an R&D Project Manager at Source Advisors and a Tax Ninja at GOAT.tax since June 2021. Previously, Robert held multiple roles at BRAYN Consulting LLC, advancing from Credit/Incentive Project Manager to Senior Credit/Incentive Project Manager. Additional experience includes positions as a Pipeline Engineer at Farnsworth Group, Document Control Specialist at Kinsmen Group, and Safety Technician at First In Rescue Safety and Training, LLC. Prior to these roles, Robert worked at alliantgroup in various consulting capacities, focusing on tax credits and incentives, and led emergency response training at the University of Houston. Robert holds a Bachelor of Science in Petroleum Engineering from the University of Houston.
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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.