Meet Our Team
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
Founder and CEO
Kim Lochridge
Executive Vice President
Heidi Henderson
Executive Vice President
Michael D'Onofrio
Managing Director
Jeffery S. Pawlow
President
Tess Honan
COO
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 Blumenfeld
Client Development Director
Jill Mazur
Client Development Director
Dave Mitchell
Client Development Director
Scott Willis
Client Development Director
Stacy Deru
Client Development Director
Jerry Winkelmann
VP of Strategic Partnerships
Steven Adams
Client Development Director
Echo Karras
Client Development Director
Alex Lubell
Client Development Director
Gabriel Florentino
Client Development Director
Charina Padilla
Client Development Director
Michael Slaton
Client Development Director
Operations Team
George Matar II
Director of Operations | Energy-R&D
Lauren Santelli
Manager of Operations | Cost Segregation
Frank Duque
Director of Operations | Cost Segregation
Rebecca Branch
R&D Manager