About Us
GOAT.tax is powered by Source Advisors, a leading tax consulting firm providing R&D tax credits for over 4 decades. Founded on the basic principle that the R&D tax credit should be available to companies of all sizes without fees burdening the benefit.
About Source Advisors
At Source Advisors, Relationships Matter.
Trust, integrity, and hard work are core values that have driven our success and created partnerships with many of the nation’s most prominent accounting firms, associations, and Fortune 1000 companies.

Industry Leading
Our experienced team of professionals excels in specialty tax solutions and providing personalized guidance catered to your business.

40 Years
Our extensive track record demonstrates our ability to navigate various tax situations, ensuring our clients receive the best advice and support.

Diverse Business Solutions
We work with start-ups, SMBs, and large enterprises, and tailor our services to meet the unique needs of each client, regardless of their size or industry.
meet our Team
We work together, we have fun together, and we go on amazing company retreats every year. We believe that doing what you love is just a part of the equation. It’s about doing what you love with people you respect and enjoy being around.
Managing Director

Deborah Roth, CPA

Deb Roth, CPA, is the Practice Leader at GOAT.tax, where she brings over 20 years of exclusive focus on R&D tax credits to the forefront of the firm's services. A seasoned expert in the field, Deb has overseen more than 4,000 R&D tax credit studies across a variety of industries. Before joining GOAT.tax, she honed her expertise at PwC and another boutique R&D tax credit firm, where she developed a reputation for thoroughness and insight. Deb holds a BBA and a Masters of Accountancy from the University of Michigan School of Business. As a founding member of the National R&E Roundtable, she is deeply committed to setting industry standards and sharing best practices. Her wealth of experience and dedication to excellence position GOAT.tax as a leader in R&D tax credit consultation.

Chief Technology Officer

Jason Wilcox

With over 25 years of experience in technology covering a large breadth of industries, Jason Wilcox consistently demonstrates innovation and leadership. Most recently Jason was the Head of Technology for Jerry, a VC backed fintech out of silicon valley, where he was responsible for architecting the technology and team behind their auto finance product as well leading the IT, Information Security, and Governance, Risk, & Compliance initiatives. Prior to that Jason served as CTO at RefiJet, a prominent auto-refinance company where he built a multi-national technology team and orchestrated the development of an industry leading refinance and loan origination system. He holds an undergraduate degrees in Biomedical Engineering and Physiological Sciences from Marquette University and master's degrees in Predictive Analytics from Northwestern University, Strategic Intelligence from American University, and an MBA from Quantic University.

Head of Product

Riz Malik

Riz Malik is the Head of Product for GOAT.tax software where he is responsible for leading the product vision, development, and roadmap along with assisting clients with onboarding and support. He has over ten years of direct R&D tax credit experience in various industries, including software development, engineering, aerospace, manufacturing, architecture, and video game development. He has helped clients and CPA partners identify and understand R&D opportunities, maximize R&D credit benefits, and document to support the credits claimed. Riz is passionate about utilizing technology to bring automation to manual processes to eliminate inefficiencies and improve business operations. Riz holds a bachelor’s degree in Accounting and Finance from the University of Massachusetts, and a master’s degree in Information Technology Management from Clark University.

Head of Customer Success

Alex Pak

Alex Pak is the Head of Customer Success at GOAT.tax, where he focuses on client satisfaction, product adoption, and effective customer onboarding. He brings over 13 years of specialized experience in R&D tax credits across multiple industries such as cloud platform development, fintech, and engineering. Prior to joining GOAT.tax, Alex was a Director at a corporate tax consulting firm, where he built several verticals by leveraging his expertise in software development and engineering. In his current role, he utilizes data-driven insights to optimize the customer experience and is responsible for training new hires on both sales and production teams. Alex holds dual BA degrees in English and Comparative Literature from the University of California, Irvine. His multifaceted background continues to bolster GOAT.tax's reputation as an industry leader in customer success.

Vice President of Marketing

Leila Rayburn

Leila Rayburn currently oversees marketing content, strategies and initiatives for GOAT.tax. Her experience includes 8 years in the financial services industry and 15+ years in B2B marketing specializing in content and lead generation strategies and execution. She is also a seasoned corporate trainer. Leila received her Bachelors of Arts degree from University California, Los Angeles.

Lead Account Executive

Keith Barreras

Keith Barreras has over seven years of experience in sales, working with a wide range of clients from small businesses to large enterprises. At GOAT.tax, he focuses on ensuring the service meets the specific needs of each business, helping them maximize their credits and their experiences with the GOAT.tax platform. Before joining GOAT.tax, Keith worked in various roles across the tech industry, including software and hardware sales, as well as leadership positions. Keith's approach is centered on building strong, trust-based relationships with clients, emphasizing clear communication and effective solutions.

Director of Strategic Partnerships

Tony Galman

Tony is serving as Director of Strategic Partnerships at GOAT.tax. He has more than 20 years’ experience working with CPAs and companies in helping them understand and benefit from specialized tax incentives. Tony served 4 years in the United States Marine Corps and was part of the first Gulf War in 1991

Joy Avila

Brian MacKenzie

Michael Jun

Senior Director

Jordan Fazio

Jordan Fazio is a Senior Director of R&D Tax Credits at GOAT.tax. His primary responsibilities include providing consulting to CPAs and taxpayers looking for guidance on R&D tax credits and managing R&D tax credit projects. His experience prior to GOAT.tax includes eight years of market risk management, software development, and operations in OTC derivative markets. Jordan holds a Bachelors of Business Administration degree with a double major in Accounting and Finance from Grand Valley State University.

Senior Director, R&D

Rachel Bishop, CPA

Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services overseeing general operations, quality, and tax controversy services. She has over 20 years of R&D Tax Credit experience working across a variety of industries with clients from start-ups to Fortune 500 companies. Prior to joining Source Advisors Tax, Rachel held a Managing Director role at a boutique R&D tax credit firm for 10 years. She has extensive experience with exam advocacy and appeals representation. Rachel graduated from the University of Oklahoma with a BBA in Accounting and a minor in Management Info Systems. Rachel is a CPA.

GOAT.tax automated software platform is backed by 350 years of collective R&D tax credit experience. This is what sets us apart from any other platform.

Our people and our experience.