We orchestrate our expertise to preserve and enhance your wealth through tax mitigation and revenue growth.
As you can see below, we offer an impressive array of financial methodologies designed to strengthen your fiscal standing, ranging from cost segregation studies, research and development tax credits, a wealth preservation program, 5G rooftop leasing, tokenization, sophisticated tax minimization strategies, and additional tax credits.
• Opportunity Zones
• Aircraft Fleet
• Employee Retention Tax Credit
• Workplace Opportunity Tax Credit
We’ve created a framework to assist you in achieving your unique long-term financial goals. Our robust wealth preservation platform—encompassing a family office, tax-intelligent planning, and alternative investments—is designed to preserve and enhance your wealth. We’ve also developed technological tools to meet the needs of our high-net-worth clients.
Our approach to wealth preservation lies in the fact that we can provide unique solutions to the preservation and enhancement of wealth. Our Engineered Family Office is an innovative, multi-faceted family office firm geared for the high-net-worth market. Engineered Tax Exchange delivers tax mitigation strategies through alternative investment products for institutional, corporate, and family office investors. Engineered Tax Services, America’s largest specialty tax engineering firm, is dedicated to preserving wealth by offering substantial tax savings through IRS engineering-based services.
tools and resources
To meet the wealth preservation needs of one segment of our target market—professional artists and athletes—we have devised two unique software tools to support these talented individuals. Our proprietary Player View™ Global Dashboard enables them to keep on track of their changing financial picture, anytime, anywhere, while our proprietary Player View LMS (Learning Management System) provides a go-to resource for furthering client financial education.
We maintain several distinct companies, each waiting to meet your needs in a customized fashion.
Engineered Tax Services is the country’s largest specialty tax engineering firm, specializing in the preservation of wealth and U.S. job creation through IRS engineering-based services. Engineered Tax Exchange is uniquely focused on developing tax mitigation strategies through alternative investment products for institutional, corporate, and family office investors. Engineered Technology Services partners with commercial real estate owners so cellular carriers can locate suitable rooftop sites to install wireless and 5G antennas, maximizing owner revenue. Engineered Family Office is an innovative, multi-faceted family office firm uniquely qualified to serve the diverse demands of high-net-worth clients.
policy and thought leadership
Our founder Julio Gonzalez is a recognized tax reform expert with Washington influence who helps shape U.S. tax policy. See why he’s considered The Most Interesting Man in Tax.
The vision of Julio Gonzalez, founder and CEO of Engineered Advisory
Julio Gonzalez is the founder and CEO of Engineered Advisory, the umbrella organization that encompasses his many and growing number of enterprises, including Engineered Tax Services, The Growth Partnership, ABLE, and Engineered Technology Services.
His flagship enterprise Engineered Tax Services (ETS) is the country’s largest specialty tax engineering firm. It specializes in the preservation of wealth and U.S. job creation through IRS engineering-based services. These include research and development manufacturing tax credit and grant studies, energy tax incentives studies, cost segregation deprecation studies for buildings, Opportunity Zone studies, real estate state and local incentive studies, and alternative tax optimization studies. With 26 offices nationally, ETS is headquartered in West Palm Beach, Florida.
He is recognized nationally as a tax reform expert and is highly influential in Washington, D.C., in helping to shape national tax policy. He is a regular public speaker on a national level regarding tax reform and using tax sophistication to preserve wealth. In addition, he is the go-to tax expert representing many national organizations and associations.
- • On Capitol Hill
- • Meet Julio Gonzalez
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- • Tax News and Opinion
- • Legislative Updates
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- • Plan On Success Podcast
- • The Lighter Side