Engineered Tax Services has a solid team of industry professionals to assist you with specialty tax questions, project identification, continuing education, and expertise on specialty tax incentives relating to Cost Segregation, Energy Incentives, Research Tax Credits, the Proper Treatment of Tangible Property, and Construction Tax Planning.
MEET OUR TEAM
JULIO P. GONZALEZ
Julio Gonzalez is the CEO of Engineered Tax Services. His insight, many years of tax & engineering expertise, and entrepreneurial drive have been the key factors in the long-term success and growth of ETS. He has a keen ability to recognize and appreciate the strengths of each person he meets and to identify ways to identify opportunities that are often left untapped. This ability has always resulted in an amazing team of professionals that are driven, capable and excel to the highest levels in the industry.
His professional expertise has earned ETS the recognition for being the leading Specialty Tax provider for its ability to take full advantage of every IRS opportunity, resulting in huge benefits for business owners and property investors of all sizes across the country.
Julio is married to the beautiful Leslie Gonzalez and resides in Southern Florida where they are advocates for local high-risk schools, charities such as the Cystic Fibrosis Foundation, the National Park Trust Foundation, a valued sponsor of the Miami Dolphins, and support of other local sporting events supporting health and fitness.
Julio & Leslie have also rescued numerous furry friends, including ETS’ own “corporate mascot” Vader!
MICHAEL F. D’ONOFRIO
Michael D’Onofrio is the Managing Director of ETS and sits on the Executive Board. He has had a successful career in finance, energy consulting, and real estate development. Michael has founded numerous successful companies and is a valued member of the team. His strong business drive has added professionalism, consistency and significant growth to the company as a whole as he guides his clients along the path of increased success and missed opportunities for reduced tax liability. He has also mentored many ETS team members to the same success.
Michael is originally from Southern Florida and recently relocated to Charlotte, North Carolina with his wife and two small children. They enjoy playing in the great outdoors, mountain biking, hiking and sports. Michael also enjoys yoga, particularly Bikram Yoga (known as “hot” yoga), and rather than client golf outings, he will happy oblige any ETS clients with an hour of hot yoga instruction!
Kimberly Lochridge is Senior Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kimberly possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, and energy efficiency incentives. This knowledge and experience has uniquely positioned her as a big-league tax expert for Fortune 500, high net worth individuals, ultra-high net worth individuals, single and multiple family offices, architects, and CPAs nationwide.
Ms. Lochridge also serves on the Investment Council for the Gonzalez Family Office where she reviews potential opportunities and co-investments the family’s portfolio which has earned her a seat in Washington D.C. at The Real Estate Roundtable.
Prior to joining ETS and the Gonzalez Family Office, Ms. Lochridge spent over a quarter of a century starting, acquiring, operating, and selling businesses, many of which had important roles within the real estate and energy industry. Kim is also a frequent national speaker in the investment, private wealth and family office spaces where she shares her expertise with others.
Heidi Henderson oversees the Marketing and Advertising efforts along with business development for ETS. Her career has been spend in private accounting within the commercial real estate, development and construction industries. This background allowed her to quickly adapt to the services offered by ETS as they relate to CPA’s, business owners, and property investors nationally.
Heidi lives in Northern Utah with her husband and three children, and a number of animal friends. Although she enjoys traveling she can be found after hours outside biking, skiing, boating or sitting on the back of a horse.
Dave is the National Director of our R&D Tax Credit Services practice and works closely with our business development team and their CPA partners nationally.
For the past decade, Dave has worked with hundreds of CPAs across the country assisting their clients to claim millions in R&D tax credits. He has over 20 years of experience providing tax, mergers and acquisitions, and operational consulting services to corporations, partnerships and individuals throughout the US. In addition, he has over 10 years of federal and state R&D tax credit experience. Dave has presented on the R&D tax credit at various industry association functions, including the annual AICPA National Conference on Federal Taxes in Washington DC. Dave is a Certified Public Accountant and a former Chairman of the M&A Tax Committee for the NYS Society of CPAs, Manhattan chapter. He is also a member of the AICPA and Beta Gamma Sigma. Dave holds a Master in Taxation degree from Bentley College, graduating with high distinction, and a B.S. in accounting from Fairfield University.
DAWN ALBA, ESQ
Dawn is General Counsel for Engineered Tax Services, Inc. for its West Palm Beach, Florida office. She is a Florida native who grew up as an avid Miami Dolphins football fan. She attended the University of South Florida where she earned her Bachelor of Arts in marketing. Prior to joining ETS, Dawn worked for Johnson & Johnson, and Kimberly Clark in marketing and sales. Dawn then worked for the preeminent orthopedic implant company, Synthes, based in Davos, Switzerland (later acquired by Johnson & Johnson). Dawn served as their East Coast of Florida representative where she assisted and trained orthopedic surgeons on the use of the instruments and implantation of the prostheses. Dawn left the work force to raise her family after which she attended law school at Nova Southeastern University’s Shepard Broad School of Law where she earned her Juris Doctorate, specializing in Corporate Finance and Banking Law. She currently volunteers as a Guardian ad Litem where she represents children in foster care, is a member of the Florida Bar as well as the Federal Bar of the Southern District of Florida.
We have compiled an impressive group of Advisory Board members including some of Accounting Today’s Top 100 Most Influencial CPAs. Their expertise adds to our technical expertise and knowledge in engineering based tax advisory services and IRS tax code interpretation.
Richard C. Wilson helps start and manage single family offices, he is CEO of a single family office with $500M in assets and Head of Direct Investments for another family with over $300M in assets. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include The Family Club, the largest membership-based family office association, FinanceTraining.com, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.
Richard and his team have hosted over 50 family office and investment conferences now, including a recent event with 500+ participants and over 50 family offices speaking on stage. Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston.
The ETS Advisory Board is pleased to announce that Gerald Parshall has joined our distinguished Advisory Board of leading managing partners of CPA Firms and Law Firms. Mr. Parshall is a nationally prominent tax litigator who successfully won judgments in research tax credit cases including the pivotal United Stationers, Inc. and Subs. v. U.S., 982 F.Supp. 1279 (N.D.Ill. 1997), aff’d. 163 F.3d 440 (7th Cir. 1998), cert. den. 119 S.Ct. 2369 (1999).
Mr. Parshall is a graduate of The University of Notre Dame and Notre Dame Law School and brings over 30 years of value-added subject matter expertise as a noted tax litigator, tax lobbyist, and former Assistant Chief Counsel. “It is an absolute pleasure to on-board Mr. Parshall to our ETS Advisory Board as he is a highly renowned tax attorney and his tax technical wherewithal and leadership will add tremendous depth and breadth to our roster.”
A nationally recognized speaker and industry analyst, Allan has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.
For fifteen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2010, he was the only consultant among the top 10 vote-getters, which include such notables as President Barack Obama, U.S. Treasury Secretary Timothy Geithner, SEC Chair Mary Schapiro, IRS Commissioner Douglas Shulman and AICPA President Barry Melancon. Koltin was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. In 2012 through 2015, Allan was named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.
Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.
He is a founding member of The Advisory Board, a think tank for the accounting profession, and is currently on the board of ComplyGlobal. He has also served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services).
Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing newsletters for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998.
Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, working out and watching basketball.
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.
Michael I. Daszkal, CPA
Michael co-founded Daszkal Bolton LLP, one of the largest regional CPA firms in South Florida. He continues to lead the firm as Managing Partner, Chairman of the Executive Committee, and Partner in charge of the Audit and Accounting Services Department. With over 20 years in the accounting industry, Michael’s expertise transcends many areas of auditing and accounting, including due diligence, mergers and acquisitions, preparation of financial statements, and SEC rules and guidelines. Michael serves middle-market companies, SEC registrants, high growth and emerging companies, high net worth families, private equity and acquisitive companies, and corporate executives. His industry expertise includes real estate and construction, manufacturing and distribution, financial services, technology, and healthcare.
How did we get here…
Engineered Tax Services, Inc. (ETS) was founded by Julio P. Gonzalez. Julio saw the need for a company that could provide services to CPA firms, business owners, and commercial property owners to utilize specialty tax incentives previously available only to Big 4 accounting firms and Top 100 corporations. His vision encompassed a way to allow clients the utilization of tax incentives that could increase cash flow, expand service offerings, retain competitive advantage, and provide all of these consultative services under one roof.
Even better, his vision was to create a company that provided a valuable service both to its clients and their surrounding community. ETS is a professionally licensed engineering firm providing a broad range of engineering based services – from top 100 firms to small “ma-and-pop” businesses. ETS has over 100 employees dedicated to this industry. We currently complete hundreds of studies each month for firms across the country.
ETS Gives Back
Julio’s vision to support and give back to the community includes the adoption of a local elementary school located near our ETS headquarters. We have pledged support, donations, and campaigns to help aid the school, its dedicated teachers, and the students of Roosevelt Elementary School. If you are interested in donating to the school, Julio has promised to match any donation up to $5,000. Please contact us for more information here.