Engineered Tax Services
Geoff has an extensive financial services background including service in the specialty tax, commercial banking, and insurance industries. Since 2010, he has consulted heavily with ETS clients to identify, qualify and capture tax benefits. Prior assignments included managing Treasury Management consulting teams serving clients ranging from Small businesses to Fortune 500 companies designing and delivering custom-developed operational, systems, and process improvement solutions. He has personally consulted with American Express, US Air, Comcast, and Merrill Lynch as well as numerous firms ranging from small businesses to Fortune 500. As CFO and Board Member for a regional bank, he managed all bank operations and financial activities. He was part of a select team that redesigned all treasury practices for the City and County of Denver. A frequent speaker at industry events, with individual and firm-wide CEU and CPE sessions on a variety of topics. Geoff holds graduate and undergraduate degrees from Drexel University.
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Engineered Tax Services
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Engineered Tax Services is a professionally licensed engineering firm focused on investment-related strategies, tax efficiencies, incentives, and credits.