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.

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Source Advisors

Source Advisors' headquarters in Fort Worth, TX, United States

This department oversees strategic planning and operational management within the organization.

Management

This department focuses on identifying growth opportunities and building strategic partnerships to enhance the company's market presence.

Business Development

This department oversees the planning, execution, and completion of projects, ensuring they align with organizational goals and are delivered on time and within budget.

Project Management

This department focuses on optimizing sales processes and supporting sales strategies to enhance performance and efficiency.

Sales Operations

This department focuses on providing consulting services related to research and development tax credits.

R&D Tax Consulting

The Tax and Financial Analysis team at Source Advisors specializes in maximizing government-sponsored tax credits and incentives for clients. Comprised of experienced professionals, including CPAs and industry experts, the team conducts in-depth analyses of research and development tax credits, cost segregation, and other financial strategies to optimize cash flow and enhance business growth. By navigating complex legislation and providing tailored consulting services, they help clients capitalize on tax savings while fostering strong partnerships rooted in trust and integrity.

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Other teams

Business Development

Project Management

Sales Operations

R&D Tax Consulting

Tax and Financial Analysis