Earlier this month, DFK/USA announced the agreement to their member firms in the following communication:

TO:     DFK/USA Firm Liaisons
FR:     Jay Hauck, Executive Director
RE:     Announcing new preferred resource sponsor:  Engineered Tax Services (ETS)

DFK/USA is pleased to announce an agreement with Engineered Tax Services (ETS) to help member firms provide specialty tax services in the area of the Energy Policy Act. As DFK/USA’s preferred resource sponsor, ETS can help DFK member firms bring value to your clients and generate a new income stream in this niche market sector.

• Generating significant revenue by providing value-added services to your existing client relationships and through revenue sharing.  

• Staying involved with the implementation of your clients’ financial services needs, rather than risking loss of the relationship by referring it elsewhere.  

• Accessing sophisticated capabilities of engineering services, providing the ability to offer value-added services to clients.  

• Having access to business development approaches and training through comprehensive prospect-developed programs by ETS.

In addition to ETS’s revenue-sharing program, ETS has generously agreed to be a year-long sponsor at DFK/USA’s major conferences.  We are looking forward to a long and mutually beneficial relationship with ETS.

For more information, please contact ETS directly: 

Julio P. Gonzalez
CEO
Engineered Tax Services, Inc.
Office Telephone: 1.800.236.6519
Office Facsimile: 1.888.607.2425

This agreement has been reviewed and approved by the DFK/USA Executive Committee.

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