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Sara Richardson

Vice President of Client Success

Source Advisors
Dallas/Forth Worth, USA

Consulting

Professional Summary

As the Client Services Director and now VP Success, I work closely with our business development team, CPAs and companies during LIFO implementations to ensure that the maximum tax benefit is obtained while adhering to IRS Regulations.

Source Advisors is a specialized business tax consulting firm. We consult with CPAs and businesses to help them take advantage of specialized tax deductions and credits. These apply to companies that carry inventory, companies and individuals that own real estate and manufacturing companies. Source Advisors is the nation’s leading provider of specialized tax services including LIFO Accounting, R&D Tax Credit Studies, Cost Segregation Studies, and EPAct 179D Tax Deductions.

Specialties: LIFO accounting, process improvement, customer service.

Need help? Contact Eric Larson who will contact you immediately for assistance:
https://www.taxconnections.com/Eric-Larson/12275762/United-States/profilepage

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Languages

  • English

Industry Experience

    • Management Consulting Services

Experience

Source Advisors
Dallas/Forth Worth, USA 76109
Vice President of Client Success
Consulting
1995 - Present
Responsible for supporting CPA firms and companies during LIFO implementations. Our specialized business tax services apply to to companies that carry inventory, and companies and individuals who own real estate and manufacturing companies. We are here to support you.

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