sourceadvisors.com Open in urlscan Pro
34.27.171.174  Public Scan

Submitted URL: http://marketing.sourceadvisors.com/
Effective URL: https://sourceadvisors.com/?ao=1
Submission: On April 05 via manual from US — Scanned from DE

Form analysis 2 forms found in the DOM

GET https://sourceadvisors.com

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GET https://sourceadvisors.com

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Text Content

Menu
R&D Tax Credit Map
R&D Tax Credit Calculator
GOAT.tax
Client Portals | Login
R&D Tax Credit Map
R&D Tax Credit Calculator
GOAT.tax
Client Portals | Login
Search

Search
Menu
Services
Insights
About Us
Services
 * R&D Tax Credits

Menu
 * R&D Tax Credits

Businesses of all sizes and industries can reduce federal income taxes for
qualified research expenses

 * Cost Segregation

Menu
 * Cost Segregation

For companies that own commercial real estate, multifamily housing, or tenant
improvements

 * 45L Tax Credits

Menu
 * 45L Tax Credits

Offset the costs associated with building energy efficient properties with these
tax credits 

 * 179D Tax Deductions

Menu
 * 179D Tax Deductions

Leverage your green building tax deductions

 * LIFO

Menu
 * LIFO

Generate cash by leveraging existing inventory for profit

 * Energy Consulting

Menu
 * Energy Consulting

Energy Solutions for Commercial and Residential Properties

 * State and Local Tax

Menu
 * State and Local Tax

Ensure compliance and maximize profits while minimizing losses

 * Section 174 Amortization

Menu
 * Section 174 Amortization

Request an enhanced R&D tax credit study to offset amortized tax liability

 * UK R&D Tax Credits

Menu
 * UK R&D Tax Credits

R&D tax credits for businesses based in the UK

 * Automated R&D Tax Credit Software

Menu
 * Automated R&D Tax Credit Software

Automate your R&D tax credits with GOAT.tax

 * CPA Services

Menu
 * CPA Services

Achieve More for Your Clients
Insights


OUR LATEST INSIGHTS


174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the
Service released both Notice 2024-12 and


A CPA’S BASIC GUIDE TO SALT REQUIREMENTS

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another.
To ensure their clients remain tax


LIFO VS. FIFO: CHOOSING THE RIGHT INVENTORY IDENTIFICATION METHOD

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances.
It impacts your cost of goods sold (COGS), profitability,

 * Resources and Tax News

 * Resources and Tax News

Stay informed and educated with our Case Studies, Tax News, Service Line
Collateral, and Sample Tax Forms

 * Industries We Serve

 * Industries We Serve

Businesses of all sizes and industries can reduce federal income taxes for
qualified research expenses

 * Events and Webinars

Menu
 * Events and Webinars

Upcoming conferences, workshops, and webinars

 * Blogs

Menu
 * Blogs

Explore articles written by industry leaders on all our service lines

About Us


OUR INDUSTRY LEADERS

 * Deborah Roth

Menu
 * Deborah Roth

R&D Tax Credit

 * Greg Bryant

Menu
 * Greg Bryant

Cost Segregation

 * Imran Syed

Menu
 * Imran Syed

Energy Efficiency Tax Credit

 * Brian Coddington

Menu
 * Brian Coddington

Tax Law and Regulations

 * Meet Our Team

Menu
 * Meet Our Team

Our people are our greatest asset.

 * Careers

Menu
 * Careers

Join the Source Advisors family! Check out our open positions.

 * Pay it Forward

Menu
 * Pay it Forward

Community outreach and philanthropy.

 * News

Menu
 * News

Company updates and press releases

Menu
Contact Us
Contact Us

Menu
R&D Tax Credit Map
R&D Tax Credit Calculator
GOAT.tax
Client Portals | Login
R&D Tax Credit Map
R&D Tax Credit Calculator
GOAT.tax
Client Portals | Login
Search

Search
Menu
Services
Insights
About Us
Services
 * R&D Tax Credits

Menu
 * R&D Tax Credits

Businesses of all sizes and industries can reduce federal income taxes for
qualified research expenses

 * Cost Segregation

Menu
 * Cost Segregation

For companies that own commercial real estate, multifamily housing, or tenant
improvements

 * 45L Tax Credits

Menu
 * 45L Tax Credits

Offset the costs associated with building energy efficient properties with these
tax credits 

 * 179D Tax Deductions

Menu
 * 179D Tax Deductions

Leverage your green building tax deductions

 * LIFO

Menu
 * LIFO

Generate cash by leveraging existing inventory for profit

 * Energy Consulting

Menu
 * Energy Consulting

Energy Solutions for Commercial and Residential Properties

 * State and Local Tax

Menu
 * State and Local Tax

Ensure compliance and maximize profits while minimizing losses

 * Section 174 Amortization

Menu
 * Section 174 Amortization

Request an enhanced R&D tax credit study to offset amortized tax liability

 * UK R&D Tax Credits

Menu
 * UK R&D Tax Credits

R&D tax credits for businesses based in the UK

 * Automated R&D Tax Credit Software

Menu
 * Automated R&D Tax Credit Software

Automate your R&D tax credits with GOAT.tax

 * CPA Services

Menu
 * CPA Services

Achieve More for Your Clients
Insights


OUR LATEST INSIGHTS


174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the
Service released both Notice 2024-12 and


A CPA’S BASIC GUIDE TO SALT REQUIREMENTS

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another.
To ensure their clients remain tax


LIFO VS. FIFO: CHOOSING THE RIGHT INVENTORY IDENTIFICATION METHOD

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances.
It impacts your cost of goods sold (COGS), profitability,

 * Resources and Tax News

 * Resources and Tax News

Stay informed and educated with our Case Studies, Tax News, Service Line
Collateral, and Sample Tax Forms

 * Industries We Serve

 * Industries We Serve

Businesses of all sizes and industries can reduce federal income taxes for
qualified research expenses

 * Events and Webinars

Menu
 * Events and Webinars

Upcoming conferences, workshops, and webinars

 * Blogs

Menu
 * Blogs

Explore articles written by industry leaders on all our service lines

About Us


OUR INDUSTRY LEADERS

 * Deborah Roth

Menu
 * Deborah Roth

R&D Tax Credit

 * Greg Bryant

Menu
 * Greg Bryant

Cost Segregation

 * Imran Syed

Menu
 * Imran Syed

Energy Efficiency Tax Credit

 * Brian Coddington

Menu
 * Brian Coddington

Tax Law and Regulations

 * Meet Our Team

Menu
 * Meet Our Team

Our people are our greatest asset.

 * Careers

Menu
 * Careers

Join the Source Advisors family! Check out our open positions.

 * Pay it Forward

Menu
 * Pay it Forward

Community outreach and philanthropy.

 * News

Menu
 * News

Company updates and press releases

Menu
Contact Us
Contact Us



UNLOCK TAX INCENTIVES
TO BOOST CASH FLOW
WITH SOURCE ADVISORS

For over 40 years, Source Advisors has been providing nationwide
tax incentive solutions, empowering businesses of all sizes—from
small enterprises to Fortune 1000 companies—to unlock the full
potential of government-sponsored tax credits
CPA Services
Taxpayer Credits


For over 40 years, Source Advisors has been providing nationwide tax incentive
solutions, empowering businesses of all sizes—from small enterprises to Fortune
1000 companies—to unlock the full potential of government-sponsored tax credits

Get In Touch

WE PARTNER WITH CPAS


AMPLIFY YOUR PRACTICE

We have partnered with many of the nation’s most prominent accounting
firms to maximize federal and state tax credits and incentives for their
clients.
Partner With Us


SPECIALTY TAX CREDITS FOR SMBS


SERVING OVER 70 INDUSTRIES

Our consultative approach is tailored to your specific business needs to make
sure your tax incentive strategy is maximized.

View All Industries


AEROSPACE

Aerospace manufacturers often qualify for the R&D tax credit due to the
extensive experimentation involved in developing...


METAL FABRICATION

The metalworking industry, much like its counterparts in other manu. sectors,
stands in a prime position to qualify for the R&D tax credit...


TOOL & DIE

Tool and die manufacturers stand in a unique position when it comes to R&D
qualification, given their specialized role in...


CONSUMER GOODS MANUFACTURING

Since its inception in 1981, the R&D tax credit has consistently targeted the
manufacturing sector...


OUR SERVICES


RESEARCH & DEVELOPMENT

Enhance your business and fuel innovation with R&D tax credits

Learn More →




COST SEGREGATION

Accelerate depreciation and increase short term cash flow for commercial and
residential properties

Learn More →




45L TAX CREDITS

The credit provides a dollar-for-dollar offset of building costs for
energy-efficient single family or multifamily properties

Learn More →




179D TAX DEDUCTIONS

Leverage your green building tax deductions

Learn More →




STATE AND LOCAL TAX

Ensure compliance, reduce costly penalties, and understand your state and local
tax rules

Learn More →




LIFO ACCOUNTING

Leverage your business’s existing inventory with the Last in, First out
accounting method

Learn More →




SECTION 174 AMORTIZATION

Section 174 of the U.S. Tax Code defines the treatment of Research &
Experimental (R&E) expenditures

Learn More →




ENERGY CONSULTING

Energy Solutions for Commercial and Residential Properties

Learn More →




AUTOMATED R&D TAX CREDIT SOFTWARE

Powerful AI powered by Source Advisors that automates the R&D tax credit process
for your business

Learn More →

Our Latest Insights


FEATURED NEWS & BLOGS


LIFO

R&D Payroll Tax Credit


APRIL 1, 2024

The Research and Development payroll tax credit, also known as the R&D payroll
tax credit is a tax incentive designed for qualified businesses to offset their
payroll tax. It is designed for new companies that perform research and
technology development activities…


45L

A&E Firms: Unlock Savings and Go Green with the 45L Tax Credit


MARCH 28, 2024

The Architecture & Engineering (A&E) industry plays a crucial role in shaping
sustainable communities. Did you know your firm’s commitment to energy-efficient
design can be rewarded with significant tax savings?


RECENT NEWS



174 Update – Notice 2024-12 & Rev. Proc 2024-9


JANUARY 5, 2024

Notice 2023-65: New Guidance on §45L Energy Efficient Home Credit


OCTOBER 28, 2023

Upcoming Changes to Form 6765: What Taxpayers Need to Know for 2024 and Beyond


OCTOBER 2, 2023

View Our Insights



CONTACT SOURCE ADVISORS FOR A FREE ASSESSMENT

Embrace the power of tax credit savings with Source Advisors. Partner with us
today to unlock your company’s full potential.

Contact Us

CONTACT INFO

4150 International Plaza
Suite 650
Fort Worth, TX 76109

 * Email: info@sourceadvisors.com
 * Phone: 817.732.5494

Facebook-f Linkedin Tiktok Youtube

SERVICES

 * R&D Tax Credits
 * Cost Segregation
 * 179D
 * 45L Tax Credits
 * Business Asset Recovery
 * State & Local Tax
 * LIFO
 * Employee Retention Credit
 * GOAT.Tax

ABOUT US

 * Meet the Team
 * Why Source Advisors
 * Pay It Forward
 * Careers
 * Contact Us
 * Privacy Policy

RESOURCES

 * Estimate Your Credit
 * Events
 * Blogs
 * News
 * FAQs



CONTACT INFO

4150 International Plaza
Suite 650
Fort Worth, TX 76109

 * Email: info@sourceadvisors.com
 * Phone: 817.732.5494

Facebook-f Linkedin Tiktok Youtube

SERVICES

 * R&D Tax Credits
 * Cost Segregation
 * 45L Tax Credits
 * 179D Tax Deductions
 * Section 174 Amortization
 * State & Local Tax
 * LIFO
 * Employee Retention Credit
 * GOAT.Tax

ABOUT US

 * Meet Our Team
 * Why Source Advisors
 * Pay It Forward
 * Careers
 * Contact Us
 * Privacy Policy
 * CPE Policy

RESOURCES

 * Estimate Your Credit
 * Events
 * Blogs
 * News
 * Employee Access

CONTACT INFO

4150 International Plaza
Suite 650
Fort Worth, TX 76109

 * Email: info@sourceadvisors.com
 * Phone: 817.732.5494

Facebook-f Linkedin Tiktok Youtube
 * Visit Our UK Website

SERVICES

 * R&D Tax Credits
 * Cost Segregation
 * 45L Tax Credits
 * 179D Tax Deductions
 * Section 174 Amortization
 * State & Local Tax
 * LIFO
 * Energy Consulting
 * GOAT.Tax

ABOUT US

 * Meet Our Team
 * Why Source Advisors
 * Pay It Forward
 * Careers
 * Contact Us
 * Privacy Policy
 * CPE Policy

RESOURCES

 * Estimate Your Credit
 * Events
 * Blogs
 * News
 * Employee Access

Also of Interest
 * Detailed Cost Segregation Services in Fort Worth
 * LIFO Accounting
 * R&D Tax Credit
 * Section 174 Amortization