Source Advisors, a tax consulting firm, has announced a merger with Bedford Cost Segregation, an independent professional services business.
Headquartered in Fort Worth, Texas, Source Advisors provides nationwide clients with R&D tax credit, cost segregation, and LIFO inventory solutions.
The Bedford merger will support Source Advisors in growing its cost segregation, tax, and energy solutions capabilities for the commercial real estate industry.
Chris Henderson, president at Source Advisors, said: “Bedford’s exceptional client focus and reputation in the industry align perfectly with our core values of trust, integrity, and client service.
“We are excited to further extend our national presence and unparalleled technical leadership with this combination.”
As for Bedford, Greg Bryant, managing partner at the firm, claimed that the merger “amplifies and accelerates” the group’s strategic growth goals “in direct response” to its clients needs.
He said: “Since the leadership at Source has been well known to Bedford, we could not think of a better firm with whom to partner. Our respective approaches to business and client satisfaction are closely matched.”