Tax Strategy
& Credits

Unlock hidden value within your real estate and business investments through expert-engineered tax strategies designed to improve cash flow, reduce liability, and accelerate growth.

Strategic Tax Advisory for Sustainable Growth

At Engineered Advisory, we go beyond traditional tax consulting — we design custom strategies that align with your financial goals and industry position.
With over 25 years of experience across specialty tax, cost segregation, and energy incentives, our team connects every client with the right credits, deductions, and advisory partners to maximize savings and minimize risk.

Our human-first approach means we listen, assess, and tailor every recommendation — so you gain the clarity and confidence to make smarter financial decisions.

Our Specialized Tax Services

Every business and property is unique. That’s why our team crafts customized tax strategies and incentive reports built around your goals, ensuring you capture every available opportunity.

Cost Segregation Studies

R&D Tax Credits

179D & 45L Energy Incentives

1031 Exchange Advisory

Tax Planning & Optimization

Excellence isn’t built in noise — it’s engineered through clarity, consistency, and connection.

Purpose guides our process. Connection defines our results. At Engineered Advisory, we don’t chase attention — we build trust. Every strategy is crafted with precision, purpose, and unwavering integrity.

Why Clients Choose Engineered Advisory

We don’t just advise — we connect people, ideas, and innovation. Every strategy is designed with purpose, precision, and a commitment to helping clients grow and protect what matters most.

Integrated Expertise

Our network connects CPAs, engineers, and advisors under one strategy.

Proven Insight & Precision

25+ years of experience across specialty tax and real estate.

Human-First Approach

We listen, strategize, and communicate with clarity and transparency.