Engineered Tax Services is a professionally licensed engineering firm focused on investment-related strategies, tax efficiencies, incentives, and credits.

Accounting

Engineered Tax Services

Julio Gonzalez

Rebecca Branch

Jerry Winkelmann

Geoffrey Kimmel

Jeff Dow

Frank Duque

Heidi Henderson

Michael D’Onofrio

George Matar II

Lauren Santelli

Jill Mazur

Cindy Blumenfeld

Kim Lochridge

Dave Mitchell

Scott Willis

The Client Development Team at Engineered Tax Services is responsible for identifying and engaging potential clients, building and nurturing client relationships, and developing tailored strategies to help clients optimize their investment-related tax efficiencies, incentives, and credits. The team drives business growth by aligning client needs with the firm's specialized engineering solutions.

Client Development Team

Leadership Team

Operations and Cost Segregation Team

Client Development Team

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Team members

Other teams at Engineered Tax Services

Leadership Team

Operations and Cost Segregation Team