Source Advisors Acquires Monetek to Scale R&D Tax Credit Practice

The integration of Monetek adds over two decades of specialized expertise to the Source Advisors platform, which has operated for 40 years. Monetek brings a concentrated focus on the medical device sector, complementing Source Advisors' existing reach across manufacturing, technology, and engineering. The combined team will operate under the leadership of Deb Roth, Managing Director of R&D Tax Credits at Source Advisors.

Legislative adjustments, specifically the return of immediate expensing for domestic research expenditures under Section 174A of the OBBBA, serve as the primary catalyst for the expansion. According to CEO Tim Whipple, the firm is prioritizing investments in talent and technology to help clients navigate these evolving incentives. Jill Altman Neuvirth, President of Monetek, noted that the merger provides her team with the national infrastructure necessary to maintain service standards while scaling their reach to a broader client base.