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 37 years. Our new name, Source Advisors, strengthens our resolve and commitment to partnering 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.
Location: United States, Texas, Fort Worth
Employees: 51-200
Founded date: 1983
Investors 1
| Date | Name | Website |
| 03.05.2022 | BV Investm... | bvlp.com |
Mentions in press and media 4
| Date | Title | Description |
| 26.06.2024 | 'Why Shouldn't They Participate?': AT&T CEO Calls on Big Tech to Help Subsidize Internet Access AT&T's CEO called out the seven biggest tech companies in the world. | AT&T wants the seven biggest and most profitable tech companies, namely Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla, to help subsidize Internet and telephone access in the U.S. AT&T CEO John Stankey said on Monday at... |
| 28.06.2023 | The History of RD Tax Credits and Tips on Maximizing Your Claims | Noah Miller, Tech Times 28 June 2023, 01:06 pm (Photo : Scott Graham on Unsplash) The history of RD Tax Credits dates back several decades, and their position in today's business landscape is more important than ever. The concept of providi... |
| 15.04.2022 | BV Investment Partners Announces Majority Investment in Source Advisors | BOSTON, April 7, 2022 – BV Investment Partners (BV), a middle-market private equity firm focused on the tech-enabled business services, software and IT services sectors, announced today that it has made a majority investment in Source Advis... |
| 07.04.2022 | A-Rod-backed sports betting app Mojo wants to let you bet on athletes like stocks | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Good morning, Term Sheeters. Jackson Fordyce here, filling in for Jessica. Paid Content How North... |