Contact Us
Deborah Roth, BBA, MAcc
Practice Leader/Managing Director
Source Advisors
Prosper, Texas, USA
Consulting Firm
Professional Summary
As the Managing Director of Research & Development (R&D) Tax Credit Services for Source Advisors, primary responsibilities include executive leadership and oversight of the R&D department, professional staff training and development, technical guidance, and process improvements to maximize efficiency.
Works with clients in multiple industries including the automotive, medical, telecom, software/hardware, financial services, furniture, appliance and various other industries under the manufacturing umbrella. Has overseen more than 4000 R&D Tax Credit projects in various industries resulting in more than $1.6 billion of R&D Tax Credits for clients.
Specialties: Sales, growth strategy, management and implementation of R&D Tax Credit projects.
Contact Email: Deb.Roth@SourceAdvisors.com or call 817-546-6597 (Work)
Works with clients in multiple industries including the automotive, medical, telecom, software/hardware, financial services, furniture, appliance and various other industries under the manufacturing umbrella. Has overseen more than 4000 R&D Tax Credit projects in various industries resulting in more than $1.6 billion of R&D Tax Credits for clients.
Specialties: Sales, growth strategy, management and implementation of R&D Tax Credit projects.
Contact Email: Deb.Roth@SourceAdvisors.com or call 817-546-6597 (Work)
Learn More
Languages
- English
Industry Experience
- Management Consulting Services
- Tax Credit Experts
- Management Consulting Services
Website
Source AdvisorsBlog
Connect With MeInterests/Hobbies
- R&D Tax Credit Consulting
Experience
Source Advisors
Prosper, Texas, USA 75078
Prosper, Texas, USA 75078
Practice Leader/Managing Director
Consulting Firm
2009 - Present
As the Managing Director of Research & Development (R&D) Tax Credit Services for Source Advisors, primary responsibilities include executive leadership and oversight of the R&D department, professional staff training and development, technical guidance, and process improvements to maximize efficiency.
Works with clients in multiple industries including the automotive, medical, telecom, software/hardware, financial services, furniture, appliance and various other industries under the manufacturing umbrella. Has overseen more than 4000 R&D Tax Credit projects in various industries resulting in more than $1.6 billion of R&D tax credits for clients.
Works with clients in multiple industries including the automotive, medical, telecom, software/hardware, financial services, furniture, appliance and various other industries under the manufacturing umbrella. Has overseen more than 4000 R&D Tax Credit projects in various industries resulting in more than $1.6 billion of R&D tax credits for clients.
GOAT.Tax
Dallas- Fort Worth, Texas, USA 75015
Dallas- Fort Worth, Texas, USA 75015
Executive Management
Software
2021 - Present
GOAT.Tax was created for the purpose of educating businesses on R&D Tax Credit and assisting companies who qualify for the credit to claim it. Through the 305+ years of collective R+D Tax Credit experience across our nationwide team of over 50 R&D tax professionals, we have been able to take all the guesswork out of this complex tax credit incentive.
Black Line Group
Saint Louis Park, Minnesota, USA 55426
Saint Louis Park, Minnesota, USA 55426
Director
Consulting Firm
2003 - 2009
Responsible for working with senior business leaders and CPA firms to reduce tax liabilities by diligently following the R&D Tax Credit code. Typically, the tax savings are reinvested back into the business to make it more competitive, grow faster and more profitable.
PWC
USA
USA
Senior Tax Manager
Public Accounting Firm - Big Four
1994 - 2003
Responsible for consulting to organizations on R&D Tax Credit studies.
Education
BBA, Accounting
University of Michigan-
Ann Arbor, Michigan, United States
MAcc, Accounting
University of Michigan Ann Arbor
Ann Arbor, Michigan, United States