Source Advisors

Tax consultant in Fort Worth, TX (show on map)

2.6

★★★☆☆

5 reviews

We help clients maximize tax credit savings through expert guidance and a range of services tailored to their needs, ensuring compliance and optimizing benefits.

Call (800) 806-7626

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About

For over 40 years, Source Advisors has delivered customized, comprehensive tax solutions to real estate owners, multi-state enterprises, inventory-focused companies, and businesses with R&D activities. Our consultative approach ensures meaningful ROI and risk mitigation outcomes for CPA partners and clients, grounded in quality and integrity.

We specialize in multi-state tax compliance, real estate tax incentives, R&D tax credits, inventory management strategies, and energy tax incentives, with a proven track record of billions in tax savings and mitigated risk for Fortune 1000 companies and prominent accounting firms.

40+ years of experience

Customized tax solutions

Nationwide CPA partnerships

Proven ROI with billions in tax savings

Services

R&D Tax Credits

Help assess federal and state R&D tax credit opportunities, providing strategies to save money and create cash flow for growth.

Assessment of federal and state R&D tax credits Expert guidance on qualifying R&D activities Cash flow generation through tax credits

Energy Tax Incentives

Guidance on energy-efficient property tax incentives, including 179D and 45L credits.

Assessment of energy-efficient property incentives Compliance with ASHRAE 90.1 standards Maximization of 179D and 45L tax credits

Multi-State Tax Solutions

Comprehensive sales and use tax compliance, audit defense, and consulting for multi-state businesses.

Sales and use tax compliance analysis Audit defense strategies Consulting on multi-state tax obligations

Real Estate Tax Incentives

Cost segregation, energy efficiency incentives, and property tax compliance for real estate portfolios.

Cost segregation studies Energy efficiency incentives Property tax compliance

Inventory Management Tax Strategies

LIFO accounting and inventory tax optimization strategies.

LIFO accounting implementation Inventory tax optimization Minimization of tax liabilities

Cost Segregation Services

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

Detailed cost segregation studies Accelerated depreciation benefits Cash flow enhancement

Credentials & Certifications

CPA Partner

Since 2010

R&D Tax Credit Expert

Since 2015

Reviews

Rating

2.6

★★★☆☆

Reviews

"Very easy, highly recommend, can't wait to work with Debbie again!"

Frequently Asked Questions

What is the process for claiming R&D tax credits? +

The process involves an initial consultation to review R&D activities, followed by a credit analysis to identify eligible expenses, documentation preparation, and filing assistance to ensure compliance with IRS guidelines.

How does cost segregation benefit my property? +

Cost segregation accelerates depreciation by identifying eligible components of a property, allowing for faster tax deductions and increased short-term cash flow.

What are the key benefits of multi-state tax compliance? +

Multi-state tax compliance ensures accurate sales and use tax obligations, minimizes audit risks, and provides strategic consulting to optimize tax liabilities across states.

How can energy tax incentives reduce my property tax burden? +

Energy tax incentives, such as §179D and §45L credits, provide deductions for energy-efficient improvements, reducing taxable income and lowering property tax liabilities.

What is the carryforward period for Georgia research credits? +

As of January 1, 2025, Georgia extended the carryforward period for research credits to allow unused credits to offset future tax liabilities for up to five years.