Indexed practice
Source Advisors
Source Advisors — R&D tax credit practice (sourceadvisors.com). Credit Index directory seed; verify on the firm website.
Source Advisors is listed in The Credit Index as a practice focused on Federal R&D tax credit (IRC §41) and state incentives. This entry summarizes publicly stated positioning and common service patterns for firms of this type in Dallas; it is not an endorsement, not legal advice, and not a substitute for your own diligence.
Typical advisory scope (for this geography) includes work routed through IRS and state revenue departments rules and practice standards. Firms differ in fee models, sector depth, and how they staff technical vs tax roles—confirm engagement terms, timelines, and conflicts directly on https://sourceadvisors.com/.
Credit Index aims for E‑E‑A‑T friendly directory copy: we avoid unverifiable superlatives and invented metrics. If Source Advisors publishes client outcomes, certifications, or regulator references on its official site, treat those as the authoritative source.
Primary geography for this card: Dallas, TX. Program context: Federal R&D tax credit (IRC §41) and state incentives.
Services
- State R&D credit coordination
- Audit defence and IDR response
- Section 41 qualified research studies
- Payroll tax offset for qualified small businesses (where applicable)
- Technical interviews and wage & supply substantiation
- ASC 730 / capitalization alignment advisory
Team
Advisory team
Mixed tax + technical delivery (typical for this practice type)
- Confirm named contacts on the firm’s official site
The Credit Index is informational only and does not provide tax or legal advice. Scores and badges reflect published methodology, not regulator endorsement.