Geoffrey Kimmel serves as Client Development Director at Engineered Tax Services, leveraging his extensive financial services background to help clients identify, qualify and capture specialty and related tax benefits. With experience spanning specialty tax, commercial banking and insurance industries, Geoff brings valuable experience to clients of all sizes.
Geoff has consulted with ETS clients, CPA partners and their clients since 2013. In that time, he has had engagements in 46 of the 50 states in which ETS operates. He specializes in all ETS service areas to maximize the benefits of proactive tax planning.
Prior positions included directing Treasury Management consulting teams serving clients ranging from Small Business to Fortune 500 companies. His teams designed and delivered custom-developed operational systems and process improvement solutions to maximize client return on assets. As CFO and Board Member for a regional bank, he managed all bank operations and financial activities. His financial services career began with major life and property casualty insurance firms.
He is a frequent speaker at industry events and CEU and CPE sessions on a variety of topics.
Geoff holds graduate and undergraduate degrees from Drexel University.
Core Expertise
- Tax Benefits
- Financial Services
- Commercial Banking
- Treasury Management
- Strategic Consulting
Tax Benefits Consulting
Since 2010, has consulted heavily with ETS clients to identify, qualify and capture tax benefits across various industries.
Treasury Management
Managed Treasury Management consulting teams serving clients from small business to Fortune 500 companies, designing and delivering custom-developed operational, systems and process improvement solutions.
Financial Leadership
As CFO and Board Member for a regional bank, managed all bank operations and financial activities, gaining valuable insights into financial structures and optimization.
Prior to his current role, Geoffrey managed Treasury Management consulting teams serving clients ranging from Small Business to Fortune 500 companies, designing and delivering custom-developed operational, systems, and process improvement solutions. He has personally consulted with American Express, US Air, Comcast and Merrill Lynch as well as numerous firms from small business to Fortune 500. As CFO and Board Member for a regional bank, he managed all bank operations and financial activities.
Geoffrey was part of a select team that redesigned all treasury practices for the City and County of Denver. He is a frequent speaker at industry events, conducting individual and firm-wide CEU and CPE sessions on a variety of topics. Geoffrey holds graduate and undergraduate degrees from Drexel University.
FOUNDER'S VISION
Building a Legacy of Innovation in Tax Services
Founded by Julio P. Gonzalez, Engineered Tax Services has grown to become the country's largest specialty tax engineering firm. Our mission is to preserve wealth and create jobs through innovative, engineering-based tax solutions.
20+
Years of Leadership
1000+
Clients Served
$2B+
Tax Savings
Company Milestones
2001
Founded Engineered Tax Services
2010
Expanded to National Coverage
2015
Launched Advisory Accelerator Program
2023
Strategic Acquisitions & Continued Growth
Our Services
Our Specialized Tax Services
Discover how our engineering-based approach to tax services can help preserve wealth and create jobs through specialized tax incentives.
Cost Segregation
Maximize tax savings through detailed property analysis and strategic asset classification.
R&D Tax Credits
Unlock valuable tax incentives for your innovative research and development activities.
179D Tax Deductions
Energy-efficient building deductions for commercial property owners and designers.
45L Tax Credits
Tax credits for energy-efficient residential and multi-family building projects.