Meet Our Team

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At Engineered Tax Services, we are more than just a team of tax professionals. We are your specialty tax consultants, a group of experts dedicated to providing you with the best tax solutions. Our team is composed of seasoned professionals who understand the intricacies of tax regulations and the nuances of various industries, including manufacturing, real estate and technology.

Our specialty tax consultants are not just advisors; they are partners in your financial journey. They work closely with you to understand your business, identify potential tax credits and provide strategic tax solutions. Our team's expertise extends beyond the traditional tax services to specialized areas such as cost segregation, research and development tax credits and energy-efficient incentives. These areas, often overlooked, can provide significant savings and benefits to businesses of all sizes.

Our team's commitment to our clients is unwavering. We believe in providing honest reports and effective solutions that can help our clients save dollars and increase their profits. Our strategies are not just about saving money; they are about creating value for our clients.

Executive Board

julio gonzalez

Julio Gonzalez

Founder and CEO
Kim lochridge

Kim Lochridge

Executive Vice President
Heidi Henderson

Heidi Henderson

Executive Vice President

Michael D'Onofrio

Managing Director
tess honan

Tess Honan

COO
charles hylan

Charles Hylan

Advisory Board Member

Nick Macsanders

Executive Director of Business Innovation & Technology

Client Development Team

Geoffrey Kimmel

Client Development Director

Jeff Dow

Client Development Director
cindy

Cindy Blumenfeld

Client Development Director
jill mazur

Jill Mazur

Client Development Director
dave mitchell

Dave Mitchell

Client Development Director
scott willis

Scott Willis

Client Development Director
Jerry Winkelmann

Jerry Winkelmann

VP of Strategic Partnerships
echo karras

Echo Karras

Client Development Director
Alex Lubell

Alex Lubell

Client Development Director

Gabriel Florentino

Client Development Director
Charina Padilla

Charina Padilla

Client Development Director
michael slaton

Michael Slaton

Client Development Director

Operations Team

George Matar II

Director of Operations | Energy-R&D
lauren santelli

Lauren Santelli

Manager of Operations | Cost Segregation
frank duque

Frank Duque

Director of Operations | Cost Segregation
Rebecca Branch

Rebecca Branch

R&D Manager