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Source Advisors Employee Directory

Financial ServicesTexas, United States201-500 Employees

Source Advisors is a global tax consulting firm focused on helping companies and CPA firms maximize government-sponsored incentives in the United States and the United Kingdom. Its services encompass R&D tax credits, cost segregation, energy efficiency incentives (including §179D and §45L), sales and use tax, investment and production tax credits, commercial property tax consulting, and LIFO inventory solutions. The firm relies on a team of CPAs, attorneys, engineers, and other specialists, including Big Four professionals, to help clients navigate evolving tax laws, reduce risk, and improve cash flow.

Its clients include companies and CPA firms seeking to optimize credits, deductions, and incentives while managing risk and cash flow. The company is based in Arlington, Texas, and operates with a cross-border footprint in the United States and the United Kingdom. A notable development in 2023 was the launch of an automated software platform to support its tax credit and incentive services.

Find Source Advisors employees' phone numbers or email addresses

Source Advisors Global Highlights

Location
Employees

North America
192

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  • United States Of America
    192

Asia
14

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  • India
    12
  • Philippines
    1
  • Saudi Arabia
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Source Advisors's Leadership

  • Chief Financial Officer at Source Advisors
    S. B.
    Chief Financial Officer
  • Uk Managing Director at Source Advisors
    L. H.
    Uk Managing Director
  • Director Of Business Development at Source Advisors
    S. H.
    Director Of Business Development
  • Director at Source Advisors
    L. C.
    Director
  • Director at Source Advisors
    A. S.
    Director
  • Director-Business Development at Source Advisors
    B. S.
    Director-Business Development
  • Managing Director at Source Advisors
    D. R.
    Managing Director
  • Director , Business Development at Source Advisors
    S. D.
    Director , Business Development

Source Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Program & Project Management
  • Business Development
  • Customer Success
  • Sales
  • Engineering
  • Other
  • Banking
  • Finance
  • Business

Contact profiles from Source Advisors

Name
Title
Contact
Location
Last Update
  • Senior Project Manager at Source Advisors
    T. B.
    Senior Project Manager
    Jun 25, 2026
  • Project Manager at Source Advisors
    J. P.
    Project Manager
    May 31, 2026
  • Senior Tax Associate at Source Advisors
    M. Y.
    Senior Tax Associate
    Jun 29, 2026
  • Project Coordinator at Source Advisors
    C. F.
    Project Coordinator
    Jun 25, 2026
  • Data Analyst at Source Advisors
    S. H.
    Data Analyst
    Sep 02, 2026
  • Sales Support at Source Advisors
    A. R.
    Sales Support
    Oct 17, 2024
  • Project Coordinator - Taxation at Source Advisors
    N. D.
    Project Coordinator - Taxation
    India, Tamil Nadu
    Mar 05, 2024
  • Keyer at Source Advisors
    D. N.
    Keyer
    Philippines, Central Luzon
    Aug 31, 2026

Frequently Asked Questions

What is Source Advisors known for?

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Source Advisors was founded in 1983 and operates in the Financial Services industry. You can contact Source Advisors's main corporate office by phone at . Explore Source Advisors's company overview page for more information.

What is Source Advisors's most common email format?

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Source Advisors employees' email format typically follows the pattern of First.Last@sourceadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Source Advisors email formats with LeadIQ.

How many employees does Source Advisors have currently?

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Source Advisors has approximately 210 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Source Advisors's key employees and leadership?

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As of August 2026, Source Advisors's key employees include:

  • Chief Financial Officer: S. B.
  • Uk Managing Director: L. H.
  • Director Of Business Development: S. H.
  • Director: L. C.
  • Director: A. S.

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