State Farm

Source Advisors, based in Fort Worth, TX, is a premier specialized tax consulting firm offering a range of tax credit and incentive solutions for businesses of all sizes. With over 40 years of experience, they empower clients to unlock government-sponsored tax credits, including R&D tax credits, cost segregation, energy efficiency tax credits, and more. Their consultative approach is tailored to meet the specific needs of over 70 industries, helping businesses maximize their tax incentive strategies and boost cash flow. Source Advisors partners with CPAs and accounting firms nationwide to amplify their practice and ensure clients can take full advantage of available tax credits and incentives.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy