Source Advisors is a tax consultancy firm that helps businesses and accounting professionals identify tax savings, manage compliance, and reduce risk. For more than 40 years, the firm has provided customized tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with research and development activities. Its services include R&D tax credits, cost segregation, fixed asset consulting, energy efficiency incentives, sales and use tax, LIFO inventory strategies, investment and production tax credits, and commercial and business personal property tax support.

Source Advisors takes a consultative approach, tailoring its guidance to each client’s needs and goals. Its work draws on knowledge of tax codes and regulations, with an emphasis on optimizing tax positions and delivering measurable returns. The firm also serves CPA partners through tailored services, form preparation, and supporting materials. To help clients and professionals stay informed, Source Advisors provides tax news, guides, blogs, case studies, webinars, events, and continuing professional education courses.