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.

Accounting

Agriculture & Farming

Consulting

Government

Source Advisors

Chris Henderson

Kelsey Erickson

James Delay

Ben Kluwgant

Alma Cantu

Alex Achino

Eric Larson

Kayla Moore

Joseph Sullivan

David Murphy

Karen Koch Mt

Josh Henry

Bill McKeon

Tony Galman

Stuart Burlingham

Mike Laderer

Meghan N.

Marco Hermez

Lisa Novotny

Joseph Rubin

Jon P.

Frank Giudici

David Finley

Chris Smith

Cecil Fuller

Leila Rayburn

Shelly R.

Penny Bell

Andrea Stone

Jason Paru

Sheri Kanellos

The Engineering and Technical Services team at Source Advisors plays a critical role in delivering specialized consulting solutions related to tax incentives, including R&D tax credits and energy efficiency deductions. Comprising seasoned engineers and technical professionals, this team conducts thorough analyses, oversees project management, and collaborates closely with clients to ensure they maximize their eligible tax benefits while navigating complex regulatory frameworks. Their expertise not only supports financial savings for clients but also fosters overall business growth through strategic tax planning.

Engineering and Technical Services

Sales Development and Account Management

Tax and Financial Analysis

Engineering and Technical Services

About

Team members

Other teams at Source Advisors

Sales Development and Account Management

Tax and Financial Analysis