Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevating accounting practices through specialty tax incentives and advisory partnerships.

• More Jackie Meyer

Henderson, a self-proclaimed “reformed accountant,” shares her journey from traditional accounting roles into strategic consulting, where she now helps CPAs and their clients unlock substantial tax savings through advanced planning techniques. From leveraging cost segregation studies for real estate owners to navigating lucrative energy credits like 45L and 179D, Henderson explains how accountants can tap into specialized knowledge to deliver high-value results—and why firms must shift beyond compliance work.