Source Advisors
Specialty tax consultancy combining technical studies, tax-credit services, fixed-asset advice and software for businesses and CPA-firm partners.
sourceadvisors.comSource 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.
Principal activities
Tax planning, structuring, compliance coordination and support for corporate tax departments.
Cross-border planning, transaction support, transfer pricing and ownership-structure analysis.
Tax accounting, provision support, credits, incentives, indirect tax and technology-enabled processes.
- Typical clients: Corporations, private businesses, investment firms, in-house tax departments, finance leaders and professional advisers.
- Engagement context: Corporate tax planning, cross-border operations, transactions, reporting, indirect tax, credits, incentives and tax-process improvement.
Source Advisors operates where tax rules interact with corporate structure, capital allocation, transactions, reporting obligations and operating processes. View the firm’s relevant services ↗
Sector and mandate coverage
- Corporate and private businesses
- Technology
- Manufacturing
- Financial services
- Real estate
- Consumer markets
- Corporate tax planning
- International tax
- Transaction tax
- Tax accounting and provision
- State and local tax
- Credits and incentives
The precise scope depends on the taxpayer, jurisdictions, legal entities, ownership structure, transaction perimeter and reporting requirements. Tax advice may require coordination with legal counsel, auditors, valuation specialists, technology providers and local professional firms.
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 an exhaustive competitor set or an 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 roles available in the public sources reviewed on 20 August 2026. View current leadership information ↗
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 |
| Registration identifier | N/A |
| 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.
Related institutions and subjects
Sources and data transparency
The following sources were accessed on 20 August 2026:
- Specialty Tax Solutions — corporate tax, specialty tax or tax-technology capabilities.
- Source Advisors — firm overview, services and institutional information.
- Advisory Ranking — Top 20 Corporate Tax Advisory 2026 inclusion and tier classification.
