Source Advisors
Financial Services
4150 International Plaza
216 employees
- Employees
- 216
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Source Advisors Overview
- Headquarters
- 4150 International Plaza
- Website
- sourceadvisors.com
- Industry
- Financial Services
- Employees
- 216
- Founded
- 1983
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Source Advisors
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. Source Advisors is a global (USA & UK) specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D & §45L), Sales & Use Tax, Investment & Production Tax Credits, Commercial Property Tax Consulting, and LIFO inventory solutions for more than 40 years. We partner 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, minimize risk 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.
Source Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Source Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Debbie Rodkin, Mba | 404-643-9456. Assisting Cpas & Cre | Atlanta, Georgia, United States |
Email
Phone
|
| Jason Paru | CFO - COO - Pe-backed Companies | Dallas, Texas, United States |
Email
Phone
|
| William Lai | Senior Engineer at Source Advisors | Wyncote, Pennsylvania, United States |
Email
|
| Steve Wiley - Sr. Software Developer | On a Mission to Turn Time Consuming | Grass Valley, California, United States |
Email
|
Employees by Management Level
Individual contributor
13 profiles
Manager
12 profiles
Director
9 profiles
Executive
2 profiles
Senior / Lead
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 4 |
| Sales | 5 | 5 | 4 |
| General | 5 | 5 | 0 |
| IT | 3 | 3 | 1 |
| Finance | 3 | 3 | 0 |
| Operations | 1 | 1 | 1 |
Source Advisors Tech Stack
Engineering
4 profiles
Data / AI
2 profiles
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