Katie Thomas brings her expertise as a recognized leader in accounting and digital marketing to the Advisory Board. As a CPA Practice Advisor 40 Under 40 recipient and a Top 50 Women in Accounting honoree, she offers valuable insights on the intersection of accounting, technology, and marketing.
Core Expertise
- Digital Marketing
- Accounting
- Financial Technology
- Practice Development
- Business Growth Strategy
Digital Marketing Strategy
Specializes in creating and implementing digital marketing strategies specifically tailored for accounting firms and financial technology companies.
Business Growth
Helps accounting professionals and firms amplify their impact, influence, and income through strategic digital initiatives and brand development.
Financial Technology
Expert in leveraging modern financial technology solutions to enhance accounting practices and create more efficient business processes.
Katie is the owner of Leaders Online, a digital marketing agency focused on the accounting and fintech sectors. Her background as a CPA combined with her marketing expertise gives her a unique perspective on how tax and accounting professionals can effectively grow their practices and reach their target audiences.
Through her work with Leaders Online, Katie has helped numerous accounting firms and fintech companies enhance their digital presence and marketing effectiveness. Her contributions to the industry have been recognized with prestigious awards including being named to the CPA Practice Advisor 40 Under 40 list and as a Top 50 Women in Accounting.
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.