Source Advisors
Specialty tax consultancy combining technical studies, tax-credit services, fixed-asset advice and software for businesses and CPA-firm partners.
- Highest 2026 tier: Tier II
- Specialty tax consulting and software firm
- Corporate Tax Advisory
Overview
Source Advisors traces its legacy to 1983 and has developed its current platform through organic expansion and acquisitions. It serves businesses and accounting-firm partners seeking specialist capacity in technically intensive tax areas.
Services include R&D credits, Section 174 analysis, cost segregation, fixed-asset reviews, energy incentives, sales and use tax, property tax and LIFO. The platform includes automated tools and operates in both the United States and United Kingdom.
Source Advisors is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier II.
Firm facts
| Legal name | Source Advisors, LLC |
| Founded | 1983 |
| Firm type | Specialty tax consulting and software firm |
| Principal offices | Fort Worth, Arlington, Texas, United Kingdom |
| Primary focus | R&D credits, cost segregation and tax incentives |
| Chief Executive Officer | Tim Whipple |
| Highest 2026 Advisory Ranking tier | Tier II |
Principal activities
Corporate tax advisory
Tax planning, structuring, compliance coordination and support for corporate tax departments.
International and transaction tax
Cross-border planning, transaction support, transfer pricing and ownership-structure analysis.
Tax operations and incentives
Tax accounting, provision support, credits, incentives, indirect tax and technology-enabled processes.
Source Advisors works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.
Sector and mandate coverage
Sector coverage
- Corporate and private businesses
- Technology
- Manufacturing
- Financial services
- Real estate
- Consumer markets
Tax and mandate types
- Corporate tax planning
- International tax
- Transaction tax
- Tax accounting and provision
- State and local tax
- Credits and incentives
Market position
Source Advisors is positioned as a specialty tax consulting and software firm. Its relevance reflects the depth of its tax specialization, corporate-client orientation, technical delivery model and ability to support complex or recurring tax requirements.
Distinctive focus: A consolidated specialty-tax platform spanning innovation, real estate, energy, indirect tax and fixed-asset services.
Competitive context
Source Advisors competes with tax-led professional-services firms, independent accounting networks, specialist consultancies and tax-technology platforms. The relevant peer set varies by jurisdiction, client size, tax type and whether the mandate requires strategic advice, compliance execution, specialist documentation or software.
Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply equivalence in scale, ranking or market position.
Leadership
| Person | Current position | Institutional background |
|---|---|---|
| Tim Whipple | Chief Executive Officer | Firm strategy and specialty-tax platform growth |
| Deborah Roth | Practice Leader and Managing Director | R&D tax credit advisory |
Leadership information reflects the public sources reviewed for this profile. View the firm’s website ↗
Corporate and regulatory information
Source Advisors provides tax, accounting, advisory or tax-technology services. The precise professional and regulatory framework depends on the contracting entity, jurisdiction and engagement scope.
View registered-entity details
| Principal entity | Source Advisors, LLC |
| Professional status | Service- and jurisdiction-specific |
| Headquarters | Fort Worth, Texas |
| Primary jurisdiction | United States |
Principal offices
- Fort Worth
- Arlington, Texas
- United Kingdom
Rankings and recognition
Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.
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Related institutions and subjects
Sources and data transparency
The profile is based on the following publicly available institutional, regulatory and editorial sources:
- Specialty Tax Solutions — corporate tax, specialty tax or tax-technology capabilities.
- Source Advisors — firm overview, services and institutional information.
- Advisory Ranking — Top 30 Corporate Tax Advisory 2026 — inclusion and tier classification.
