Business Details
25 Years
experience
Engineering-Based Tax Solutions for Maximum Savings
Engineered Tax Services has been revolutionizing tax strategies for over 25 years, combining engineering precision with specialized tax expertise. Founded in 2001, we pioneered engineering-based tax solutions to democratize access to Fortune 500-level tax savings for small and mid-sized businesses. Our team of licensed engineers, tax attorneys, and CPAs delivers IRS-compliant methodologies across cost segregation, R&D credits, and 1031 exchanges.With 26 offices nationwide and a proven track record of $2B+ in client savings, we maintain industry leadership through continuous innovation and strategic partnerships. Our commitment to transparency, technical excellence, and client education has earned us recognition as the nation's largest specialty tax incentives firm, trusted by the IRS for our rigorous compliance standards.
Services
Cost Segregation
R&D Tax Credits
1031 Exchange Services
179D Tax Deductions
Engineered Incentive Reports
Commercial Insurance
45L Tax Credits
Details
- Year established: 2001
Highlights and features
- 25+ years pioneering engineering-based tax strategies
- Nation's largest specialty tax incentives firm
- IRS-compliant methodologies with $2B+ saved for clients
- Nationwide service through 26 strategic office locations
- Proven expertise in cost segregation and R&D credits
Services
Cost Segregation
Accelerate property depreciation through engineering analysis, reclassifying building components into shorter recovery periods. This strategy increases near-term cash flow and reduces tax liability for commercial and residential property owners. Our IRS-compliant studies identify 20-45% of components for accelerated depreciation, delivering average savings of $250,000+ per commercial property while maintaining full audit protection.
R&D Tax Credits
Maximize tax savings for qualifying research activities across manufacturing, software development, and life sciences. Our four-part test analysis identifies eligible R&D expenditures, securing federal credits up to 14% of qualified costs with state-specific add-ons. With 95% success rate and $250K+ average claims, we handle documentation from technical analysis to final credit calculation within 3-4 weeks.
1031 Exchange Services
Defer capital gains taxes through compliant property exchanges using FDIC-insured, interest-bearing accounts. Our no-fee qualified intermediary services support forward and reverse exchanges with $75K+ average savings. Backed by 40+ years of legal expertise and $250M+ in transaction security, we ensure IRS compliance while maximizing investment growth potential.
179D Tax Deductions
Claim up to $5.81 per square foot for energy-efficient commercial building improvements. Our engineering analysis verifies qualifying systems including HVAC, lighting, and building envelopes. We document compliance with IRS guidelines to secure deductions for architects, engineers, and property owners implementing sustainable design upgrades under the Inflation Reduction Act.
Engineered Incentive Reports
Access $20M+ in identified incentives through personalized reports analyzing 2,000+ federal, state, and local programs. Our proprietary database helps growing companies secure tax credits, grants, and utility discounts tailored to manufacturing, biotech, and software development sectors. Clients have claimed $10M+ state credits and $936K+ federal incentives through our research.
People
Julio Gonzalez
Founder & CEO
Pioneering tax strategist with 25+ years transforming engineering principles into tax optimization solutions. Developed IRS-compliant cost segregation methodologies adopted industry-wide. Leads technical innovation while maintaining focus on democratizing tax savings for businesses of all sizes.
Kim Lochridge
Chief Revenue Officer
Strategic leader driving national expansion of tax incentive programs. Brings decades of operational expertise in scaling engineering-based tax solutions while maintaining technical precision and client service excellence across 26 offices.
Heidi Henderson
Chief Marketing Officer
Tax innovation specialist developing educational platforms that combine engineering analysis with strategic tax planning. Guides client success initiatives while maintaining focus on practical implementation of complex tax code provisions.
Questions
What is cost segregation and how does it benefit property owners?
Cost segregation accelerates depreciation by reclassifying building components into shorter recovery periods, reducing tax liability and increasing cash flow through immediate deductions.
Can small businesses qualify for R&D tax credits?
Yes, businesses in manufacturing, software development, and life sciences can claim credits for qualifying research activities regardless of size.
How does a 1031 exchange help real estate investors?
It defers capital gains taxes when reinvesting property proceeds, allowing continued growth of investment capital through like-kind exchanges.
What makes Engineered Tax Services different from traditional accountants?
We combine licensed engineering analysis with tax expertise to create specialized strategies not available through conventional accounting firms.
Are your tax strategies compliant with IRS regulations?
All services follow IRS guidelines with engineering documentation and audit-ready reporting to ensure full compliance and protection.
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Reviews (7)
Diana Collins
May 12, 2022
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If you own a company and haven't thought about utilizing ETS, you're depriving yourself of excellent service. They helped us save thousands of dollars each year by going through our books and giving us sound advice. It's easy to see why they have such a good reputation in West Palm!
Ronald Sims
Apr 08, 2022
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Their team worked with due diligence. They were so much better than the previous tax specialists we were working with. We look forward to a long-term partnership with this company.
Connor Lowe
Mar 11, 2022
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One of the most recommended team for cost segregation study among my peers. True to their word, I got the reports I needed just in time after I provided them with all the required data. I was very busy but gladly they reach out to me to remind me about it. They definitely exceeded my expectations this time. Kudos!
David Oster
Jul 06, 2021
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Critical: Professionalism Received a telephone call and spent a moment in conversation regarding our R&D Tax Credits. The very second the caller from Engineered Tax Services realized I was not a good prospect, he immediately hung up on me.
Safidy Andria
Jun 06, 2020
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Our experience with Engineered Tax Services was amazing! Our firm would have struggled with energy tax and cost segregation tasks if it wasn't for the brilliance of this company. We achieved top-class results through them. I commend their committed and hard working team for a job absolutely well done! We will continue reaching out to them for sure!
Mike Downey
May 01, 2020
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We hired a consultant from ETS and it was one of the best decisions we've made since opening our doors in 2012. Their economic knowledge is second to none. They understand what small businesses need to go, and they did a great job of considering a local community. Easily of the best ROI we've had to date.
Walter Thompson
Apr 18, 2020
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I'm highly satisfied with our partnership with Engineered Tax Services. They're extremely knowledgeable and they share that knowledge and their expertise with their clients completely. The transparency is something that I really respect. Plus, they have saved me a ton of money!
