Tax Services

MGO offers comprehensive tax services to help your corporation, closely-held business, private business, or family office navigate complexity, uncover opportunities, and develop a tax strategy aligned with your business and personal goals.

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Tax Services

What Sets MGO Tax Services Apart

GUIDANCE FOR YOUR FUTURE

Our advisors understand you — your industry, your priorities, and the pressures you face in a constantly shifting tax environment — at each stage of your lifecycle.

What you can expect from our tax team:

Practical Guidance From Experienced Tax Leaders

You receive support from professionals who understand your world — from IPO-bound technology companies to family-owned businesses to globally mobile individuals. We help you interpret changing rules and apply them in ways that strengthen your financial position.

Proactive Planning, Not Just Compliance

Regulations shift constantly. We help you stay ahead by identifying opportunities for tax savings, credits, incentives, and strategic advantages that support both short-term decisions and long-range planning.

A Full Suite of Tax Specialties Under One Roof

Your needs evolve over time, and our solutions are designed to evolve with you. You might need enterprise tax support today, international tax strategy tomorrow, and M&A tax planning the next day. We have you covered on all fronts, providing coordinated support that keeps your goals front and center.

Clear Advice Built for Decision-Makers

We give you straightforward analysis, modeled scenarios, and recommendations you can act on — not pages of technical language that slow down your next move.

Our Tax Services

No matter what your needs (international tax, state and local compliance, credits and incentives, etc.), our experienced team helps you identify opportunities and manage risk.

Our tax solutions include:

Enterprise Business Tax

For corporations navigating complex and often global operations, we provide comprehensive tax planning, compliance, and technical guidance. Our services span corporate filings, ASC 740 support, international tax structuring, and credit optimization to help you stay compliant while positioning your organization for long-term efficiency and growth.

Closely Held Companies

We support private companies and family-owned businesses with a coordinated approach that covers planning, compliance, succession, and everyday advisory needs. Whether you’re preparing for expansion, transition, or stabilization, our team helps you structure your tax position to protect and benefit your business.

International Tax

Global operations require precision. We assist inbound and outbound businesses and globally mobile individuals with planning, transfer pricing, foreign reporting, and cross-border structuring. Our goal is to help you manage risk, stay compliant, and align your tax strategy with your global footprint.

M&A Tax Planning

Every transaction comes with tax implications. We support buy-side and sell-side diligence, deal structuring, reorganization planning, and post-transaction optimization. Our teams help you identify risks, evaluate opportunities, and build a structure that strengthens deal value.

Private Client Services

High-net-worth individuals and family offices receive coordinated tax, wealth, estate, and financial advisory support. We help you protect your assets and elevate your long-term plans, providing trust planning, business management, multigenerational strategies, and more, tailored to each stage of your journey.

State and Local Tax (SALT)

With increasing scrutiny across jurisdictions, we help you stay compliant with property, sales, use, and excise taxes — and avoid costly penalties. Our SALT professionals also can help you identify available incentives and credits that can support your bottom line.

Tax Advocacy and Resolution

When challenges arise, we help you prepare for audits, respond to regulators, and resolve disputes. You receive representation, readiness assessments, and remediation support designed to protect both your organization and your peace of mind.

Tax Credits and Incentives

Our experienced, knowledgeable credits and incentives team can guide you through research and development (R&D) tax credits, hiring-based incentives, and renewable energy programs (among others), helping you identify and claim savings that reduce your tax burden and fuel ongoing growth.

Solutions Built for You

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Enterprise Business Tax

Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.

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International Tax

Conduct business across borders with confidence you’re limiting risk and maximizing returns.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.

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State and Local Tax

With varying regulations in every market, reduce exposure and maximize your opportunities to save.

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R&D Tax Credits

Power innovation by reducing tax liability through state and federal R&D credits.

business people working

Get up to $26k/employee in Payroll Tax Credits

ERTC DELIVERS TAX RELIEF

Access federal tax relief through the Employee Retention Tax Credit (ERTC). Contact us to find out if you qualify.

I have worked with Brad Hall in various capacities for 15 years … I refer all our mid-size clients to Brad at MGO and they consistently do a fantastic job. Brad Hall is a pillar in the Southern California business community and an accounting and tax expert. He is the go-to person for any CEO or business owner in need of accounting and tax advice whether you are growing your business, acquiring a business or selling your business. I highly recommend Brad and his team at MGO.

While under an extremely tight deadline with intense time pressure, MGO’s recent audit of Amyris’ financial statements was thorough, focused, and insightful. MGO clearly has the technical expertise and resources to respond to a firm as large and complex as Amyris, Inc., and provides the personal touch and attention that is unusual.

We can’t believe the difference in (the MGO) team’s professionalism and engagement.

Thank you to you and all of your staff. You did a wonderful job of dealing with the IRS and discovery of areas that were overlooked by [our previous CPA]. You set in motion a cause for concern that had us go back and look at entity returns and discover large errors. It has been a real pleasure dealing personally with you — you are a real pro. I also appreciated all the excellent advice you gave all of us on the stock sale.

Tax Leaders Ready To Serve You

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Your Goals are our Passion

Share your goals with us and we’ll help you achieve them.