Instructor Biography

Alex Pak

Alex Pak

Head of Customer Success, GOAT.tax
Instructor's Course List

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.
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org