About The Instructor
Alex joined Source Advisors in 2013 and in 2016 expanded his role to Director in the R&D Tax Credit Consulting team. He has over a decade of dedicated experience with the R&D tax credit and has worked with a wide variety of industries including technology (hardware, software, cloud, & blockchain), defense, engineering, and manufacturing. He has experience in all phases of an R&D tax credit study from qualification to defense. In 2021, Source Advisors launched their DIY R&D tax credit solution, GOAT.tax, where Alex currently holds the position of Head of Customer Success. In his role, he has been working with taxpayers and CPAs to identify opportunities and has been instrumental in the development of the new Partner Portal, which allows tax professionals to offer R&D tax credit services to their clients.