Engineered Advisory
Engineered Advisory is a financial advisory umbrella organization integrating tax strategy, real estate capital, wealth, and insurance advisory through its flagship Engineered Tax Services and affiliated brands, serving real estate investors, business owners, and high-net-worth individuals across the United States.
- Company typePrivate
- Founded1998
- HeadquartersWest Palm Beach, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Engineered Advisory does
Engineered Advisory is a privately held financial services umbrella organization founded by Julio Gonzalez and headquartered in West Palm Beach, Florida, that integrates tax strategy, real estate capital advisory, wealth advisory, and insurance & risk management into a single coordinated client offering. The core engine is Engineered Tax Services (ETS), described as the nation's largest specialty tax engineering firm, operating 26 offices nationally and specializing in cost segregation studies, R&D tax credits, energy incentives (179D/45L/C-PACE), Opportunity Zone studies, and a no-fee 1031 exchange model. Affiliated sub-brands include The Growth Partnership (professional services consulting), Inside Public Accounting / IPA (CPA practice management authority), ABLE, Engineered Technology Services, and Engineered Insurance Services.
The underlying methodology is engineering-based tax optimization combined with traditional professional advisory workflows, not a software platform. Revenue is generated primarily through professional services fees tied to engagement scope and asset values, supplemented by partner referral commissions from a nationwide network of 1,000+ CPAs, investment firms, insurers, and consultants. Services are quote-based rather than tiered, with billing described as multi-year contracts. Go-to-market combines enterprise field sales, inside sales (phone and web form), a structured channel partner referral program, and event-driven thought leadership anchored by the founder's Washington policy influence. Target clients span real estate investors, manufacturers, healthcare and life sciences firms, energy and infrastructure operators, professional services firms, business owners, and high-net-worth individuals.
Engineered Advisory firmographics
Firmographics- Name
- Engineered Advisory
- Legal name
- Engineered Advisory
- Website
- https://engineeredadvisory.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Engineered Advisory is a financial advisory umbrella organization integrating tax strategy, real estate capital, wealth, and insurance advisory through its flagship Engineered Tax Services and affiliated brands, serving real estate investors, business owners, and high-net-worth individuals across the United States.
- Ownership category
- akta.pro rank
Engineered Advisory industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Other Scientific and Technical Consulting Services (54169)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Estate & Legacy Planning Advisory (FSAEAAAG), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Engineered Advisory is headquartered
LocationHeadquarters
- HQ city
- West Palm Beach
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Engineered Advisory business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Tax Strategy & Advisory Services: Revenue generated from specialized tax engineering services including cost segregation studies, R&D tax credit consulting, energy incentive advisory (179D/45L/C-PACE), and tax planning optimization. Services are billed as professional consulting engagements with fees tied to project scope and asset values analyzed.
- Real Estate & Capital Advisory: Fees from real estate investment strategy consulting, capital structuring advisory, 1031 exchange guidance, and property valuation services. Revenue derived from transaction-based advisory engagements and ongoing consulting relationships.
- Wealth & Business Advisory: Revenue from wealth management strategy consulting, succession planning, family office integration, and business advisory services. Long-term advisory relationships generating recurring professional services revenue.
- Insurance & Risk Management: Commissions and consulting fees from comprehensive business coverage, high-wealth personal insurance, IP & cyber risk protection, and captive/self-insurance program advisory.
- Partner Referral Commissions: Commission payments to the company for qualified referrals through the partner network. The partner lifecycle includes commission payments for vetted and approved referrals in the tax, capital, insurance, and wealth verticals.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory engagements quoted based on project scope |
Go-to-market motion4 records
Distribution channels3 records
Marketing channels7 records
Engineered Advisory product offering
Product offeringCore offering
Engineered Advisory is the umbrella organization for a family of integrated financial advisory companies, providing specialty tax engineering (cost segregation studies, R&D tax credits, energy incentives such as 179D/45L/C-PACE, and no-fee 1031 exchanges), real estate and capital advisory, wealth and business advisory, and insurance and risk management. Services are delivered through wholly-owned subsidiaries including Engineered Tax Services (ETS), The Growth Partnership, Inside Public Accounting (IPA), ABLE, and Engineered Technology Services.
Product overview
Engineered Advisory is a unified financial advisory umbrella organization that integrates four core service lines: Tax Strategy & Credits (cost segregation studies, R&D tax credits, energy incentives, 1031 exchanges), Real Estate & Capital (financing, investments, valuations), Wealth & Business Advisory (wealth management, business advisory, succession planning), and Insurance & Risk Management (business and personal coverage, risk protection). The company operates through affiliated brands including Engineered Tax Services (the nation's largest specialty tax engineering firm), The Growth Partnership (professional services consulting), Inside Public Accounting (CPA practice management resource), and ABLE. With over 25 years of experience, 26 national offices, and demonstrated results ($4B+ in accelerated depreciation, 75,000+ cost segregation studies), the platform delivers integrated, human-first advisory rather than transactional services.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Strategy & Credits Specialty tax engineering services including cost segregation studies, R&D tax credits, energy incentives (179D/45L/C-PACE), incentive opportunity reports, and no-fee 1031 exchanges for real estate investors, property owners, and business operators.
- Real Estate & Capital Solutions Capital advisory covering equipment and PACE financing, land preservation, green credits, real estate investing and valuations, and alternative investment strategies for property owners and investors.
- Wealth & Business Advisory Integrated wealth management and business advisory including wealth strategies, aviation and asset structuring, cash yield optimization, business credit, payroll and HR services, offshore accounting, and ERP systems for business owners and high-net-worth individuals.
- Insurance & Risk Management Comprehensive business coverage, high-wealth personal insurance, IP and cyber risk protection, and captives and self-insurance programs for business owners, investors, and high-net-worth individuals.
- Engineered Tax Services (ETS) The nation's largest specialty tax engineering firm, operating 26 offices nationally, providing cost segregation studies, R&D tax credits, 179D/45L energy incentives, Opportunity Zone studies, and alternative tax optimization services.
Quantifiable outcome
- $4B+ in accelerated depreciation realized for clients
- +3 more outcomes
Companies that use Engineered Advisory
Customer profileSegments7 records
Ideal customer profiles4 records
Engineered Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Engineered Advisory partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core, flagship, supporting and minor.
- CPAs (Certified Public Accountants)coreNetwork of certified public accountants serving as referral partners who direct clients to Engineered Advisory's tax, capital, insurance, and wealth services. Partners benefit from exclusive programs, co-branded marketing access, and commission payments for qualified referrals through a structured lifecycle including vetting, legal review, incentive reports, marketing rollout, tracking, reporting, and commission payment.
- Investment FirmscoreInvestment firms participating in the partner referral program, directing clients to Engineered Advisory's real estate capital, wealth advisory, and tax optimization services. Partners gain priority visibility in the national network and earn commissions for qualified referrals.
- InsurerscoreInsurance companies and agencies referring clients to Engineered Advisory's risk management and insurance advisory services. Partnership enables integrated insurance and financial advisory offerings.
- ConsultantscoreBusiness and financial consultants participating in the referral network, directing clients to Engineered Advisory's advisory services with commission-based compensation for qualified leads.
- Engineered Tax Services (ETS)flagshipFlagship subsidiary and nation's largest specialty tax engineering firm under the Engineered Advisory umbrella. ETS specializes in cost segregation studies, R&D tax credits, energy incentives (179D/45L/C-PACE), and Opportunity Zone studies. Operates 26 offices nationally with headquarters in West Palm Beach, Florida.
- The Growth PartnershipcoreTrusted advisory consultants serving professionals in the professional services industry. Part of the Engineered Advisory ecosystem providing business consulting and growth advisory services.
- Inside Public Accounting (IPA)coreLeading resource and practice-management authority for CPA firms and the public accounting profession in North America. Part of the Engineered Advisory ecosystem providing industry insights and professional network connections.
- ABLEsupportingSpecialized brand within the Engineered Advisory ecosystem providing additional financial services capabilities.
- Engineered Technology ServicessupportingTechnology services division within the Engineered Advisory ecosystem, providing technical capabilities to support integrated advisory offerings.
- The Real Estate RoundtableminorIndustry advocacy organization whose letter to Treasury Secretary prompted Engineered Tax Services to express support for Treasury guidance on RPTOB election modifications under the One Big Beautiful Bill Act. Julio Gonzalez provided public commentary supporting the organization's policy advocacy.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Engineered Advisory competitors and assessment
Company assessmentDirect peers
- KBKG: A national specialty tax firm focused on cost segregation studies, R&D tax credits, and energy incentives. Directly comparable to Engineered Tax Services on core methodology, target clients (real estate investors, manufacturers), and referral-driven GTM.
Broad incumbents
- RSM US: Large US accounting/consulting firm serving middle-market businesses with integrated tax, consulting, and wealth services. Overlaps directly with Engineered Advisory's four-pillar model and competes for the same CPA-referred client base.
- Withum: Mid-market accounting and advisory firm with specialty tax services. Comparable client base in real estate, manufacturing, and high-net-worth segments; competes for similar referral-driven engagements.
- Crowe: National accounting, tax, and advisory firm with a specialty tax incentives and credits practice. Comparable in serving mid-market real estate, manufacturing, and technology clients with integrated tax and advisory services.
- Cherry Bekaert: National accounting and advisory firm with a specialty tax incentives practice. Competes for the same cost segregation and tax credit engagements and serves overlapping real estate and HNW clients.
- Moss Adams: National accounting, tax, and consulting firm with a specialty tax practice covering cost segregation and credits. Comparable in target customer (real estate, high-net-worth, middle-market) and integrated advisory positioning.
- BDO USA: Top-tier US accounting and advisory firm offering specialty tax services (cost segregation, R&D credits) as part of a much broader portfolio. Competes for the same client wallet, particularly with mid-market and enterprise real estate and manufacturing clients.
- Andersen Tax (Andersen Consulting): National tax and advisory firm with a strong specialty tax incentives practice and integrated wealth advisory. Competes for similar cost segregation and tax credit engagements and shares a referral-driven GTM.
- CliftonLarsonAllen (CLA): Large US professional services firm providing tax, advisory, and wealth services to middle-market businesses and high-net-worth individuals. Directly comparable to Engineered Advisory's wealth-and-business advisory pillar.
- Baker Tilly US: Top-15 US advisory firm with specialty tax services, real estate advisory, and wealth management. Comparable integrated advisory positioning and overlapping middle-market and high-net-worth client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Engineered Advisory social profiles
Digital presenceEngineered Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Engineered Advisory leadership team
Management profileNumber of profiles
Profiles5 records
Engineered Advisory subsidiaries and ownership
Company hierarchySubsidiaries6 records
Engineered Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Engineered Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Engineered Advisory
What does Engineered Advisory do?
Engineered Advisory is the umbrella organization for a family of integrated financial advisory companies, providing specialty tax engineering (cost segregation studies, R&D tax credits, energy incentives such as 179D/45L/C-PACE, and no-fee 1031 exchanges), real estate and capital advisory, wealth and business advisory, and insurance and risk management. Services are delivered through wholly-owned subsidiaries including Engineered Tax Services (ETS), The Growth Partnership, Inside Public Accounting (IPA), ABLE, and Engineered Technology Services.
Is Engineered Advisory a public or private company?
Engineered Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Engineered Advisory founded?
Engineered Advisory was founded in 1998. It employs 1 to 10 people.
Where is Engineered Advisory based?
Engineered Advisory is headquartered in West Palm Beach, United States, in the North America region.
How does Engineered Advisory make money?
Five revenue lines are on record. Tax Strategy & Advisory Services are the primary driver. The others are real Estate & Capital Advisory, wealth & Business Advisory, insurance & Risk Management and partner Referral Commissions.
Who are Engineered Advisory's main competitors?
KBKG is listed as a direct peer. Broad incumbents are RSM US, Withum, Crowe, Cherry Bekaert, Moss Adams, BDO USA, Andersen Tax (Andersen Consulting), CliftonLarsonAllen (CLA) and Baker Tilly US.
Does Engineered Advisory have an API?
No public API is recorded for Engineered Advisory.
What industry is Engineered Advisory in?
Engineered Advisory's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory, with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 5416 and its SIC code is 8700.