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      Source Advisors

      Engaged Employer

      Source Advisors reviews

      Beware of this Firm!!! - Tax Services Source Advisors Employee Review

      1.0
      Sep 16, 2024
      Tax services
      Recommend
      CEO approval
      Business Outlook

      Pros

      Remote work is the only perk.

      Cons

      Upper management is terrible. Apply here if you want to be a part of a circus. There are too many cons to list and I only worked there for a relatively short amount of time in comparison to other co-workers.

      Explore other reviews about Source Advisors

      5.0
      Jan 12, 2024
      Business development
      Recommend
      CEO approval
      Business Outlook

      Pros

      Source is transforming right now into a powerhouse. Great people, industry leading technical expertise, and a strong vision for growth. It’s an exciting time to be here if you are willing to put in the work and deal with change. New leadership has brought in high tech processes and outside perspectives which is refreshing.

      Cons

      Long hours and aggressive growth goals. No 401K match.

      3.0
      Nov 14, 2025
      Accout manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Remote job. Easy work. Nice people.

      Cons

      Lots of uncertainty, chaotic, not organized

      avatar
      Source Advisors Response
      1w
      While we recognize there were periods of significant change, we have taken steps to improve organizational structure, communication, and planning to better support our employees moving forward. We appreciate your perspective, as employee feedback helps us identify opportunities for improvement. We wish you the best in your future endeavors.
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