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Eric Larson

Director | Channels & CPAs

Source Advisors (

Professional Summary

Eric works closely with clients to identify eligible R&D activities, calculate qualified expenses, and ensure compliance with IRS guidelines. He also partners with CPA’s, Accountants, and the Financial Services industry to provide them with trusted advice and support on R&D tax credit matters. Eric has a deep understanding of the complex R&D tax credit landscape, including the intricate rules and regulations set forth by the IRS. He has successfully managed R&D tax credit projects for clients across a wide range of industries, from manufacturing and software to biotechnology and hospitality. Eric is a former CSO at ADP, a global leader in human resources and payroll solutions. He holds a BBA from Vanguard University. Eric can be reached at 415-730-5247 or **Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Cost Segregation, Energy Efficiency (§179D and §45L), SALT and LIFO inventory solutions for over 40 years. In addition to partnering with CPA firms, we also work with start-ups, SMBs, and large enterprises to meet the unique needs of each client, regardless of their size or industry.

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Source Advisors (
Director | Channels & CPAs
2023 - Present
Omega Accounting Solutions
National Director - R&D Practice Leader
CSO | Global Enterprise Solutions (GES) PSW Region


Vanguard University of Southern California

Associations and Societies

  • California Society of Accounting and Tax Professionals

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