Industry Intelligence Mergers and Acquisitions

Source Advisors Acquires Paramount Tax Group

Move strengthens tax expertise and client solutions offerings. Fort Worth-based Source Advisors, a specialty tax consulting firm recognized for its…

Michael Webb | July 18, 2024

Move strengthens tax expertise and client solutions offerings.

Fort Worth-based Source Advisors, a specialty tax consulting firm recognized for its expertise in R&D Tax Credit, State & Local Tax, Cost Segregation, §179D, §45L, and LIFO inventory solutions, has announced the strategic acquisition of United Paramount Tax Group (UPTG), a firm specializing in real property tax reduction services and business personal property tax management. This acquisition enhances Source Advisors' portfolio by adding a vital service line tailored to meet the complex needs of property owners nationwide. This partnership is expected to set a new standard in the industry for comprehensive, client-focused tax advisory services.

The acquisition comes at a time when businesses are increasingly seeking strategic tax guidance to navigate the complexities of the economic landscape. By combining their strengths, Source Advisors and UPTG are poised to offer unparalleled tax savings solutions and innovative strategies that can significantly impact client outcomes.

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