Professional Services Provider

We offer clients sophisticated tax reduction services like cost segregation, R&D tax credits, 179D energy deductions, 45L tax credits, Employee Retention Tax Credits (ERTC), and Work Opportunity Tax Credits (WOTC).

Our subsidiary The Growth Partnership provides training, coaching, and advice to members of professional services organizations such as yourself. Our state-of-the-art CRM company ABLE puts your behind the wheel of your customer relationship management.

Let us help your firm capture clients who could benefit from money-saving and wealth-building techniques in ways they never imagined.

Services & Resources

Whether it’s cost segregation, research and development tax credits, wealth preservation, 5G rooftop leasing, tokenization, tax minimization, or other tax services, we offer a comprehensive suite of sophisticated financial services techniques that can foster revenue generation and game-changing tax savings. And we can easily orchestrate our suite of services on your behalf to catapult your organization to the next level.

advisory services

training & growth

Advance to the next level of success with our superior training and development techniques

We cultivate the leaders of tomorrow

training and education

We can help you prepare for a brighter future. We have an entire organization called The Growth Partnership whose sole aim is to offer transformational training, coaching, and advice to members of professional services organizations such as yourself. We cultivate the leaders of tomorrow.

You have the option to choose among our many educational venues: The Partner Institute, The AIA Leadership Institute, our Trusted Advisor Academy, Firm Universities, and other affiliated programs. Consult us, and we’ll help you see where you’d fit in best.

Available Opportunities

growth and development

Your organization is poised for growth—but how do you get to the top? We have 20 years’ experience in enabling businesses to reach their full potential.

The way forward? It’s marketing. We work with you so the widest and most profitable audience can be exposed to your value-add message. Take advantage of our marketing audit, outsourced marketing services, customer loyalty services, and lead generation advice. Our AMQ (Accounting Marketing Quotient™) Assessment will inform you in a flash what the strengths and weakness are of your marketing approach—and how to reinvigorate your outreach.

Available Growth and Development Opportunities

Advisory Hub LMS System
Technical Training
Non-Technical Training
Firm Universities
Trusted Advisory Academy

The Partner Institute
Course Catalogue
Affiliated Programs
The AIA Leadership Academy
Keynotes & Speaking

Lost Client / Proposal Interviews
AMQ Assessment

practice management

Hone your practice management so you can achieve your goals

Sometimes, to reach the top, we just need a little extra push. For over 20 years, we’ve perfected techniques to help professional services members like you climb the ladder of success. We’ve developed a methodology to enable businesses to attain their finest potential.

To strengthen your practice management, benefit from our personalized executive Coaching, Executive Search & Placement, HR Support Services, People Audit, and Practice Continuation services, backed by our Benchmarking & Analytics.

firm management

Share our insights on how to improve your firm’s performance and fiscal outlook by using our firm management tools. Gain a new perspective on the business issues you’re facing by participating in our Strategic Planning & Retreats. Apply to your own firm the insights you can gather from our Rosenberg Survey, a well-known and well-respected benchmarking survey within the national CPA industry. (According to Accounting Today, it’s the industry’s barometer for CPA firm practice management.)

Seeking a new opportunity? Our Executive Search & Placement team has a keen understanding of professional service verticals and a proven track record of successful placements.

Available Opportunities

tools and resources

We give you the tools you need to succeed. ABLE, our robust and time-tested customer relationship management (CRM) powerhouse, offers you systemic program designed to fuel growth and development at your firm, energized by proven best practices from the most successful firms; it’s a systemic program designed to fuel growth and development at your firm.

You can also get access to valuable Peerview Data, and you can share our intellectual capital, delivered by our thought leadership experts, on the Advisory Hub LMS System.

We employ the HubSpot technology platform to facilitate our marketing, sales, customer service, and customer relationship management.

Available Tools and Resources

Strategic Planning / Firm Retreats
People Audit
HR Support Services

Executive Search & Placement
Benchmarking & Analytics
Practice Continuation

Advisory Hub LMS System
Peerview Data

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
  • • Follow Engineered Advisory
  • • Tax News and Opinion
  • • Legislative Updates
  • • Advisory Case Studies
  • • Plan On Success Podcast
  • • The Lighter Side
HABU Alliance

Focus on priorities by offering clients expertise outside your comfort zone

How do you beat the competition and strengthen your practice?

When you join the HABU Alliance, you get access to a comprehensive suite of our specialized tax and financial advisory services—which we’re expanding all the time. You can gain greater value in the eyes of your clients and win more business by offering expertise they can’t get elsewhere. We work behind the scenes while you take the credit, so you can “punch above your weight class” and drive significant value into your client relationships, while holding competitors at bay. (And if you’re interested in joining our network of vetted advisors, let’s talk.)

Learn more about how you can take advantage.

Family of Companies

HABU Alliance
Engineered Tax Services
The Growth Partnership
The Partner Institute
The Rosenberg Survey
Grow With Able
Engineered Technology Services

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