Keith Barreras Email & Phone Number

United States

Sacramento, Ca, Us

Source Advisors is a leading specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D), and LIFO inventory solutions for over 40 years. We are committed to partnering with CPA firms - and their clients - 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. Our industry experience and expertise within these tax codes has helped businesses claim billions of dollars in tax credits and incentives.

Lead Fearlessly.

Powered by Source Advisors, GOAT.tax is an automated software platform backed by 350 combined years of collective R&D tax credit experience. We are founded on the basic principle that the R&D tax credit should be available to companies of all sizes without fees burdening the benefit.

Pavilion (formerly Revenue Collective) was founded in 2016 as a support network for revenue leaders. Since opening our first chapter in New York City, we’ve grown into an international center providing peer-to-peer connection, training and development, and career resources for all high-growth professionals. We’re always imagining new ways to help current and future leaders unlock and achieve their professional potential. For more information about Pavilion or to become a member of one of our worldwide chapters, visit joinpavilion.com.

DTEN is an exclusive Zoom Partner that delivers an all in one, immersive and intuitive, video collaboration solution that works right out of the box. Our best in class products allow for your teams to effortlessly collaborate by video conferencing, whiteboarding and sharing documents.

San Mateo, California, United States

Solvvy (acquired by Zoom) is an intelligent self-service platform powered by AI and Machine Learning. We work with companies like Ring, Soundcloud and MyFitnessPal to reduce inbound customer support ticket volume by 25-40% while improving overall customer satisfaction.Our platform allows CX professionals to focus on high priority support requests while consumers receive instant resolutions to their self-servicable questions.Business Development Representative: April 2018-July 2019

Palo Alto, California, United States

Adaptive Insights (acquired by Workday) is the enterprise software leader in cloud corporate performance management (CPM), empowering finance and business leaders everywhere with critical insights to plan smarter, report faster, and analyze better. We deliver powerful and intuitive solutions to automate financial planning and forecasting for midsized, enterprise, and non-profit organizations seeking to transform business performance. Ranked by Montclare as the #16 Most Influential SaaS Company in the World, a five-time Deloitte Fast 500 winner, and named the first—and only—cloud Leader in Gartner’s Magic Quadrant for Strategic CPM Solutions, Adaptive Insights is addressing the needs of a large and rapidly growing cloud CPM market. Over 3,000 companies worldwide rely on the award-winning Adaptive Suite to transform financial planning and analytics to better position their organizations for success.Other Positions:Sales Development Representative: Dec '15-July '16Senior Sales Development Representative: July '16- April '17Business Development Representative April '17- Oct '17

San Jose, California, United States

In charge of renting automobiles to customers and developing relationships to make them a lifelong customer. Work with customer by taking car reservations, writing up paperwork, inspecting vehicle, and making sure customer is aware of contract and coverage that is available for the rental. Learning how to run a business by being trained on sales, marketing, maintaining and gaining customer accounts, and always making excellent customer service the priority as well as management techniques.