Source Advisors
Shawnda Floyd is an accomplished IT Project Manager and Shipping Coordinator at Source Advisors since June 2021. Prior to this role, Shawnda served as a Runner and Office Coordinator at Transwestern from January 2020 to June 2021. Shawnda's extensive career began at Chase, where a focus on financial accuracy was honed as a Reconciliation Specialist from July 1993 until December 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.