Engineered Tax Services
Engineered Tax Services is a privately held specialty tax consulting firm that combines engineering analysis with tax methodology to deliver cost segregation studies, R&D credits, and energy/incentive deductions to property owners, businesses, and CPA firms across the United States.
- Company typePrivate
- Founded2001
- HeadquartersWest Palm Beach, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Engineered Tax Services does
Engineered Tax Services (ETS) is a privately held specialty tax consulting firm headquartered in West Palm Beach, Florida, founded in 2001 by Julio Gonzalez. The firm combines engineering analysis with IRS tax methodology to deliver cost segregation studies that reclassify building components into accelerated 5-, 7-, or 15-year depreciation schedules, alongside R&D tax credit services, 179D energy-efficient building deductions, 45L residential credits, 1031 exchange qualified intermediary services, grants identification, and commercial insurance. ETS reports 75,000+ completed studies and $2B+ in cumulative client tax savings across 26 U.S. offices.
ETS monetizes primarily through professional services engagements ($3,000-$12,000 per cost segregation study, average $125,000 R&D credit claim) supplemented by a subscription Engineered Incentive Reports product ($99 per report, freemium tier) and affiliate referral commissions. The firm distributes through enterprise field sales, an inbound call center (1-800-236-6519), a white-label CPA Partner Program, and a 500+ active affiliate network that has produced 1,400+ completed studies. The 2024 acquisition of Subcity added a 2,000+ program incentive database, and the company has built a broader family-of-companies ecosystem including Engineered Insurance Services, Engineered Advisory, The Growth Partnership, Inside Public Accounting, and The Partner Institute to serve both CPA firms and end clients with integrated tax, insurance, and advisory offerings.
Engineered Tax Services firmographics
Firmographics- Name
- Engineered Tax Services
- Legal name
- Engineered Tax Services, LLC
- Website
- https://engineeredtaxservices.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Engineered Tax Services is a privately held specialty tax consulting firm that combines engineering analysis with tax methodology to deliver cost segregation studies, R&D credits, and energy/incentive deductions to property owners, businesses, and CPA firms across the United States.
- Ownership category
- akta.pro rank
Engineered Tax Services industry classification
Industry- Product category
- Specialty Tax Consulting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industry
- Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)
Keywords
Where Engineered Tax Services is headquartered
LocationHeadquarters
- HQ city
- West Palm Beach
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Engineered Tax Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Cost Segregation Studies: Engineering-based cost segregation studies for commercial and residential properties. Studies typically cost $3,000-$12,000 and help clients accelerate depreciation from 27.5/39 years to 5, 7, or 15 years. Revenue is one-time per property study with potential follow-up for additional properties.
- R&D Tax Credit Services: Documentation and filing services for research and development tax credits. Average credit value of $125,000 per claim with 95% success rate. Timeline of 6-8 weeks per claim. Revenue is service-based, one-time per claim.
- 179D EPAct Tax Deduction Services: Energy efficiency certification and documentation for commercial buildings claiming up to $5.81 per square foot deductions. Services include energy modeling, certification, and IRS-compliant documentation.
- 1031 Exchange Services: Qualified Intermediary services for tax-deferred property exchanges. No exchange fees charged; revenue generated through interest earned on held funds shared with clients.
- Engineered Incentive Reports: Personalized incentive reports powered by Subcity database. First 5 reports free, then $99 per report. Enterprise pricing available for larger CPA firms.
- Affiliate Program Commissions: 10% commission on every qualified referral through the affiliate program. Top affiliates earned over $1.3M in commissions last year. Supports both direct and sub-affiliate referral structures.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Cost Segregation Study - Standard Property |
| Transaction based/ take rate | Pay-as-you-go | 1031 Exchange - No Fee Service |
| Freemium | Monthly | Engineered Incentive Reports - Initial Batch |
| Transaction based/ take rate | Pay-as-you-go | Affiliate Partner Commission |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels11 records
Engineered Tax Services product offering
Product offeringCore offering
Engineered Tax Services is a licensed engineering firm that provides specialty tax consulting services, primarily engineering-based cost segregation studies to accelerate property depreciation from 27.5/39 years to 5, 7, or 15 years. The company also delivers R&D tax credit documentation, 179D/45L energy efficiency tax deductions, 1031 exchange qualified intermediary services, Engineered Incentive Reports, commercial insurance, and grant identification services.
Product overview
Engineered Tax Services operates as a specialty tax consulting firm offering a portfolio of engineering-based tax strategy services. The core offering centers on Cost Segregation Services, which uses engineering analysis to accelerate depreciation on commercial and residential properties. This is complemented by R&D Tax Credits for innovative companies and 179D/45L energy tax incentives for qualifying buildings. The company provides add-on services including Engineered Incentive Reports (powered by Subcity's 2,000+ program database), Engineered Insurance Services for integrated property protection, 1031 Exchange Services with no-fee Qualified Intermediary support, Grants for Small Businesses, and Strategic Partnership programs for CPA firms. The portfolio ranges from core tax studies requiring engineering expertise to administrative services and strategic partnerships, unified by the company's stated mission of making Fortune 500-level tax strategies accessible to all U.S. taxpayers.
Differentiator
Problem solved
Functional benefit
Brands
- Engineered Insurance Services: Provides customized commercial insurance solutions that help businesses reduce risk, control costs, and protect their operations.
- Engineered Advisory
- Engineered 1031 Exchange
Products and services
- Cost Segregation Services Engineering-based cost segregation studies that accelerate depreciation and increase cash flow by identifying and reclassifying building components into shorter depreciation periods (5, 7, or 15 years) for commercial and residential property owners, real estate investors, and business owners.
- R&D Tax Credits Research and Development tax credit services that help businesses identify and document qualifying research activities to maximize tax credit benefits across industries including manufacturing, software development, life sciences, engineering, agriculture, and energy.
- 179D EPAct Tax Deduction Energy-efficient commercial building tax deductions for architects, engineers, and property owners, offering up to $5.81 per square foot for qualifying buildings meeting energy savings standards under the Inflation Reduction Act.
- 45L Tax Credits Energy-efficient residential tax credits for builders and developers of multi-family properties meeting energy efficiency standards.
- Engineered Incentive Reports Personalized research reports identifying federal, state, and local tax incentives and economic development programs, powered by Subcity's database of 2,000+ programs covering tax credits, grants, subsidies, financing programs, utility discounts, and training funds.
- Engineered Insurance Services Comprehensive commercial property insurance solutions integrated with cost segregation studies, offering risk assessment, customized coverage design, and implementation for real estate investors and businesses.
- 1031 Exchange Services No-fee 1031 exchange services as a Qualified Intermediary with interest-bearing accounts, FDIC insurance up to $250M, and expert guidance from attorneys and CPAs for tax-deferred property exchanges.
- Grants for Small Businesses Grant identification, qualification, and application management services for local, state, federal, and private grants serving small businesses, nonprofits, municipalities, and minority entrepreneurs.
- Strategic Partnership for CPA Firms White-label specialty tax solutions and affiliate program for CPA firms, providing engineering-based tax studies, training, marketing support, and access to the firm's ecosystem including The Growth Partnership and Inside Public Accounting resources.
Quantifiable outcome
- 75,000+ cost segregation studies completed, generating $2B+ in client tax savings
- +4 more outcomes
Companies that use Engineered Tax Services
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles5 records
Engineered Tax Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Engineered Tax Services partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- SubcitycoreETS acquired Subcity's technology, team, and database of economic incentives and tax credits during the HABU Accelerator Conference. This acquisition combines Subcity's digital platform with ETS's domain expertise to democratize access to tax incentives for small and medium-sized businesses across the U.S.
- Deferred.comcorePartnership with Deferred.com to provide 1031 exchange qualified intermediary services. ETS + Deferred offers no-fee exchanges with interest-bearing accounts and enhanced security features including up to $250M FDIC insurance.
- The Growth PartnershipminorStrategic consulting and training firm helping CPA firms scale, retain talent, and transition into higher-value advisory services. Part of the ETS family of companies ecosystem.
- Inside Public AccountingminorNorth America's leader in CPA Practice Management resources, delivering benchmarking data and insights from 600 firms yearly. Part of ETS family of companies.
- The Partner InstituteminorLeadership training provider helping accounting professionals become confident, effective partners. Firms rely on The Partner Institute to build stronger leaders and support long-term success. Part of ETS family.
- Engineered AdvisoryminorFinancial and tax-focused advisory services helping businesses improve cash flow and performance. Delivers strategic guidance across tax strategy and risk management. Part of ETS family of companies.
- Engineered Insurance ServicesminorCustomized commercial insurance solutions helping businesses reduce risk, control costs, and protect operations. Identifies coverage gaps and designs tailored insurance programs. Part of ETS family.
- HABU AcceleratorminorAccelerator program where ETS announced acquisition of Subcity's technology and team. HABU provides platform for startup-prior tax innovation ecosystem.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Engineered Tax Services competitors and assessment
Company assessmentDirect peers
- KBKG: Specialty tax consulting firm offering cost segregation, R&D tax credits, 179D, 45L, and energy efficiency services to commercial real estate owners. Direct competitor in the engineering-based tax services category with overlapping product set and similar CPA-channel distribution model.
- Anderson Economic Group: Michigan-based specialty tax consulting firm providing cost segregation studies, R&D credits, and economic incentive services to commercial property owners and businesses. Competes head-to-head with ETS on engineering-based tax methodology and similar commercial client segments.
- Capstone Cost Segregation Services: Specialty firm providing engineering-based cost segregation studies and fixed asset reviews for commercial real estate investors and CPA firms. Direct competitor on core cost segregation methodology serving similar real estate investor and HNW client segments.
- IPX1031: Large national 1031 exchange qualified intermediary providing tax-deferred property exchange services with FDIC-insured exchange funds. Direct competitor with ETS's Engineered 1031 Exchange service (partnered with Deferred.com), targeting the same real estate investor segment.
Emerging players
- Income Tax Recovery: Specialized tax firm focused on R&D tax credits and cost segregation studies, serving technology, manufacturing, and engineering clients. Comparable on its R&D credit and engineering-based tax study offerings, though with narrower brand reach than ETS.
Broad incumbents
- Baker Tilly: Top 10 US accounting and advisory firm with an established specialty tax practice covering cost segregation, R&D credits, and energy incentives. Overlaps with ETS on enterprise client engagements and competes for the same CPA referral relationships, but as one service line among many.
- RSM US: Top 10 US accounting and consulting firm with a dedicated tax credit and incentive services practice serving middle-market commercial real estate and business clients. Competes with ETS on enterprise cost segregation and R&D credit studies, though RSM's tax practice is one of many service lines.
- Crowe LLP: Top 10 US public accounting firm providing tax services including fixed asset services, cost segregation studies, and R&D credits. Comparable on cost segregation methodology for commercial real estate clients and competes with ETS on enterprise CPA-firm relationships.
- BDO USA: Major global accounting and consulting network with specialty tax services covering cost segregation, R&D credits, and state and local tax incentives. Competes with ETS on enterprise and middle-market engagements across the full specialty tax stack.
- CLA (CliftonLarsonAllen): Top 10 US accounting and advisory firm with significant specialty tax and real estate practices, serving commercial real estate investors with cost segregation and incentive services. Comparable in serving real estate investor clients and competing for the same CPA-firm referral channels ETS has cultivated.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Engineered Tax Services social profiles
Digital presenceEngineered Tax Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Engineered Tax Services leadership team
Management profileNumber of profiles
Profiles12 records
Engineered Tax Services subsidiaries and ownership
Company hierarchySubsidiaries5 records
Engineered Tax Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Engineered Tax Services M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Engineered Tax Services
What does Engineered Tax Services do?
Engineered Tax Services is a licensed engineering firm that provides specialty tax consulting services, primarily engineering-based cost segregation studies to accelerate property depreciation from 27.5/39 years to 5, 7, or 15 years. The company also delivers R&D tax credit documentation, 179D/45L energy efficiency tax deductions, 1031 exchange qualified intermediary services, Engineered Incentive Reports, commercial insurance, and grant identification services.
Is Engineered Tax Services a public or private company?
Engineered Tax Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Engineered Tax Services founded?
Engineered Tax Services was founded in 2001. It employs 101 to 250 people.
Where is Engineered Tax Services based?
Engineered Tax Services is headquartered in West Palm Beach, United States, in the North America region.
How does Engineered Tax Services make money?
Six revenue lines are on record. Cost Segregation Studies are the primary driver. The others are R&D Tax Credit Services, 179D EPAct Tax Deduction Services, 1031 Exchange Services, engineered Incentive Reports and affiliate Program Commissions.
Who are Engineered Tax Services's main competitors?
Direct peers on record are KBKG, Anderson Economic Group, Capstone Cost Segregation Services and IPX1031. Income Tax Recovery is listed as an emerging player. Broad incumbents are Baker Tilly, RSM US, Crowe LLP, BDO USA and CLA (CliftonLarsonAllen).
Does Engineered Tax Services have an API?
No public API is recorded for Engineered Tax Services.
What industry is Engineered Tax Services in?
Engineered Tax Services's product category is Specialty Tax Consulting Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of BPAJANAJ, Real Estate Tax, Incentives & Cost Segregation Advisory. Its NAICS code is 5412 and its SIC code is 8700.