Kim Lochridge is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. From Scottsdale Arizona, Kim 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, engineers, and CPAs nationwide.
Ms. Lochridge is personally a real estate investor since the late 90's. This activity has earned her a seat on the tax committee for the Washington D.C. based Real Estate Roundtable group where she collaborates with top lawmakers and holds a variety of other board positions.
Prior to joining ETS, Ms. Lochridge has spent over a quarter of a century in entrepreneurship which had important roles within the real estate and energy industry. Kim is also a frequent multi-national speaker in the tax, investment, private wealth, and family office spaces where she altruistically shares her expertise with others.
Core Expertise
- Tax Strategy
- Real Estate Investment
- Business Development
- Energy Efficiency
- Research & Development Tax Credit
Real Estate Investment
Personal real estate investor since the late 90's with deep expertise in property tax benefits and optimization.
Tax Strategy
Expert in tax codes related to real estate and energy efficiency incentives, serving Fortune 500 companies and high-net-worth individuals.
Industry Leadership
Member of the tax committee for the Washington D.C. based Real Estate Roundtable group, collaborating with top lawmakers.
Ms. Lochridge has spent over a quarter of a century in entrepreneurship with important roles within the real estate and energy industry. She is also a frequent multi-national speaker in the tax, investment, private wealth, and family office spaces where she altruistically shares her expertise with others.
Kim Lochridge has been instrumental in shaping both the growth of Engineered Tax Services and the advancement of the industries it serves. By building, training, and leading the company’s national sales team, she has helped transform complex offerings like cost segregation, R&D tax credits and energy incentives into clear, actionable strategies for clients nationwide. Her role on the ETS Advisory Board further amplifies her impact, guiding the company’s direction and strengthening its reputation as a trusted leader in tax engineering.
Her influence extends well beyond ETS. As a sought-after multinational speaker and active member of the Tax and Sustainability Committees for The Real Estate Roundtable, Kim has become a voice for policies that support real estate owners, developers, and investors. Her ability to connect tax legislation with real-world application has empowered the CPA community and the broader industry to maximize opportunities, stay compliant, and drive long-term success.
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.