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 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.
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Verified contacts
200
available on Kipplo
LinkedIn employees
218
51 to 200 range
Open roles
1
across 1 depts
Distinct roles
139
indexed titles
Tech stack
4
tools in use
Monthly traffic
2.9K
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AV
Alex Velazquez
Director of Tax Controversy · Finance & Accounting
EmailPhone - AS
Andrea Stone
R & d Client Services Director · Customer/Client Service
EmailPhone - CF
Cecil Fuller
Director of Business Development · Sales & Business Development
EmailPhone - CV
Chris Vignone
Managing Director · General Business & Management
EmailPhone - DT
David Turpin
Director of Business Development · Sales & Business Development
EmailPhone - DR
Debbie Rodkin
Senior Director · General Business & Management
EmailPhone - FG
Frank Giudici
Director of Business Development · Sales & Business Development
EmailPhone - GM
George Marfeo
Senior Director, R & d Tax Consulting Source Advisors · Other
EmailPhone - JD
James Delay
Director of Business Development-salt · Other
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Source Advisors
139 distinct titles indexed · top 10 shown.
- 10project manager
- 8account manager
- 8director of business development
- 5sales development representative
- 4project coordinator
- 4senior project manager
- 3client success manager
- 3managing director
- 3senior director
- 2()
- +129more titles
Sign up to unlock all 200 contacts at Source Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
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