Tax and Financial Analysis

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.