MGO CPA

State and Local Government Consulting

Helping State and Local Government Leaders Turn Challenges Into Opportunities 

MGO’s State and Local Government Consulting team is made up of professionals who have walked in your shoes — former municipal finance executives, city and county auditors, a state auditor general, nonprofit executive board members, legislative staff, and other state and local government leaders who understand the challenges of government operations from the inside out. 

We bring a data-driven, collaborative approach to every engagement, helping agencies and departments of all sizes operate more efficiently, strengthen internal controls, and achieve strategic goals. Whether you’re modernizing systems, assessing cybersecurity risks, or planning long-term financial sustainability, we tailor solutions that fit your structure, budget, and mission. 

With one of the largest and most experienced state and local government practices in the nation, we deliver the insight, technology, and tools you need to make informed decisions — and maintain the trust of the people you serve. 

Consulting Services for State and Local Government Organizations

Our full suite of consulting services helps you address today’s operational, financial, and technology challenges — and prepare for what’s next. 

Internal Audit and Performance Audit 

Improve governance, risk management, internal controls, and operational performance through indepedent and objective assessments. Our capabilities include:

  • Internal audit start-up 
  • Risk assessment and audit planning 
  • Internal audit activities 
  • Performance audits 
  • Board reporting 
  • Monitoring corrective actions 
Management and Transformation Consulting 

Unlock value, strengthen public trust, and improve service delivery across your organization. We help government leaders navigate operational complexity, modernize legacy systems, and manage change with clarity and confidence. Our work is built around practical, data-driven insights that translate directly into better outcomes for residents, staff, and stakeholders. 

  • Operational, departmental, and functional assessments 
  • Technology and digital modernization evaluations 
  • Performance, capacity, and effectiveness reviews 
  • Strategic planning and improvement initiatives  
Client Accounting Solutions 

Expand your capabilities and achieve mission-critical accounting and compliance objectives — efficiently and cost-effectively. Our outsourced accounting support offerings include:

  • GASB implementation and recording complex activities, such as bond issuance and development agreements   
  • Financial policies and procedures
  • Monthly/quarterly financial and investment reports
  • Day-to-day accounting support (managing accounts payable and receivable workflows, performing journal entry and ledger maintenance, etc.)
  • Year-end closing and financial audit readiness
  • Capital asset, depreciation, and infrastructure tracking
  • Monthly reconciliations
  • Virtual or interim financial leadership
IT Audit and Cybersecurity

Protect sensitive data and infrastructure with comprehensive information technology (IT) risk and cybersecurity assessments designed to help state and local government agencies manage risk, align security with organizational goals, and strengthen resilience in an evolving threat landscape.

IT Strategy 

  • Cybersecurity program development
  • Security governance and policy advisory
  • Maturity assessments and roadmaps
  • Board and executive advisory and virtual CISO services

Third Party Risk Management

  • TPRM Program design and implementation
  • Vendor risk assessment and due diligence
  • Ongoing monitoring and performance metrics
  • Technology enablement

Integrated Risk Management

  • Risk advisory and framework development
  • Governance, risk, and compliance (GRC) technology consulting
  • Regulatory compliance readiness and change management
  • Internal IT audit and general computing controls
Grant and Regulatory Compliance 

Navigate complex statutory and regulatory requirements with confidence and precision. Whether you are managing federal grants and contracts, exploring revenue enhancements, or strengthening internal controls, our team delivers tailored solutions that help agencies mitigate risk, maintain public trust, and enhance accountability. We can assist with: 

  • Audit readiness and response
  • Grant and contract management — including compliance, financial and performance reporting, risk assessment, and grant/contract application and pipeline management and negotiation
  • Project management
  • Indirect cost rate strategy, calculation, proposal development, and negotiation
  • Internal control design, documentation, and implementation
  • Training and capacity building
  • Subrecipient, contractor, and internal monitoring and reporting
  • Policy and procedure development
  • Sponsored Program / Grants Management Office Design and Development
Fraud and Forensic Investigations 

Uncover, investigate, and mitigate financial misconduct, regulatory violations, and other instances of fraud, waste, and abuse with our comprehensive services. Our capabilities include:

  • Fraud risk assessments
  • Fraud scheme investigations
  • Internal control evaluations aimed at detecting and preventing fraud
  • Ethics/fraud hotline monitoring
Financial Strategy and Sustainability

Plan and finance initiatives that align with community goals. Understanding the complexities of state and local government finance and leadership, our team offers practical strategies to support long-term fiscal health and organizational excellence. For example, our offerings include:

  • Capital planning and funding
  • Fiscal strategy and sustainability
  • Budgeting and workshops
  • Long-range financial planning
  • Reserve policies
  • Stakeholder presentations
  • Leadership training
Human Capital Consulting 

Strengthen your workforce resilience with services focused on creating strategy, competing for talent. and developing employees. Our people focused capabilities include:

  • Workforce resiliency risk assessment and implementation plans
  • Department and organization-wide restructure
  • Staffing needs analysis with position and responsibility alignment
  • Human resources process review
  • Personnel policy and procedure development
Construction Audit 

Gain transparency and accountability for capital projects and large infrastructure investments. Our services help governments manage audits and oversight across every stage of construction, including:

  • Pre-award audit
  • Contract close-out audits
  • Construction project monitoring
  • Pay application/invoice audits
  • Internal control evaluations
  • Construction fraud risk assessments

How We Can Help You

From internal audit to digital transformation, MGO helps state and local government leaders strengthen transparency, accountability, and performance. We work with cities, counties, utilities, special districts, and other entities to solve the challenges that matter most to your community. 

Reach out to our team today to learn how MGO can help your organization thrive. 

Solutions Built for You

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Government Audit

Provide effective stewardship powered by deep understanding of technical and regulatory nuances.

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Cybersecurity

Protect the confidentiality, integrity, and availability of your critical data with leading-edge technology solutions.

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Internal Audit, Risk, and Compliance

Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.

Government Consulting 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.

Access client training
built for your needs

SLG University

Our annual client training provides you clear, practical updates on regulatory changes and opportunities to strengthen performance and compliance.

Register for 2026 Training
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Digital Assets and Cryptocurrency

Cryptocurrency has transformed from a niche innovation into a cornerstone of the global financial landscape. With billions of dollars traded daily, growing regulatory frameworks, and accelerating institutional adoption, digital assets offer immense potential — alongside significant challenges. For investors, exchanges, and businesses navigating blockchain technology, the demand for reliable, professional financial guidance has never been more critical.

Challenges Facing Digital Asset Businesses Today — And How We Can Help 

As cryptocurrency matures, the operational and compliance demands surrounding digital assets continue to intensify. You’re expected to move quickly in an environment where the rules, risks, and technologies are constantly changing — often without clear guidance. 

Key challenges you may be facing include: 

  • Regulatory uncertainty: Constantly shifting rules from the SEC, IRS, and global regulators to create compliance challenges. 
  • Volatility: Extreme price swings can impact valuations, reporting, and long‑term planning. 
  • Tax complexity: From capital gains to staking rewards, crypto taxation is nuanced and evolving. 
  • Security risks: Hacks, fraud, and custody issues demand robust risk management. 
  • Accounting standards: Lack of uniform guidance complicates financial reporting and audit readiness. 

Our team helps you address these challenges with practical solutions — bringing clarity to reporting, confidence to compliance, and structure to your digital asset strategy. 

Solutions for 
Digital Assets 
and Crypto

MGO is at the forefront of digital asset and cryptocurrency accounting and advisory. Our team combines deep knowledge of blockchain technology with decades of financial experience to support your digital asset operations at every stage.

Audit and Assurance

Independent verification of crypto holdings, valuations, and financial statements.

Tax Strategy

Guidance on reporting, deductions, and compliance with evolving IRS rules.

Risk Management

Frameworks to safeguard digital assets and mitigate exposure.  

Advisory Services

Strategic insights for token launches, fundraising, and regulatory navigation. 

Blockchain Consulting

End-to-end support for integrating distributed ledger technology into business models.

Why Choose MGO for Your Digital Asset and Cryptocurrency Needs 

With experience serving exchanges, funds, and institutional investors, our team of professionals understands the complexities of the cryptocurrency landscape. We deliver clarity, compliance, and confidence to help you thrive in an environment that’s constantly evolving.   

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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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.

Cost Segregation Services

Put Your Property to Work for You  

A cost segregation study is a detailed analysis of your property that identifies components eligible for shorter depreciation timelines. Instead of waiting 27.5 or 39 years to fully depreciate your building, certain elements — such as flooring, electrical systems, landscaping, and finishes — can be reclassified and depreciated over 5, 7, or 15 years. 

By accelerating these deductions, you can reduce your taxable income in the near term, freeing up cash that can be reinvested into new acquisitions, renovations, or growth opportunities. Whether you’ve recently acquired, built, or renovated a property, a cost segregation study could be the key to maximizing your investment’s value. 

How you benefit from a cost segregation study

Accelerate Depreciation Deductions

Reclassify components of your property to shorten depreciation timelines, resulting in significant tax savings. 

Reduce Taxable Income 

Speeding up depreciation allows you to reduce your current taxable income, keeping more cash in your business. 

Enhance Cash Flow 

Whether the property is new or has been acquired in the last 10 years, a cost segregation study can increase deductions and improve cash flow that can be reinvested into new opportunities. 

Meet IRS Requirements 

Stay compliant with IRS guidelines while segregating costs and maintaining audit-ready documentation. 

Ideal for New Properties 

This is especially beneficial during the early years of property ownership when depreciation deductions are most impactful. 

Office building with text overlay reading Property Owners Cut Your Tax Bill promoting real estate tax savings.

Find Out If Cost Segregation Is Right for You

SELF-ASSESSMENT:

If you own rental, commercial, or investment property, you might be missing out on significant tax savings. We created a quick self-assessment to help you determine if a cost segregation study could reduce your tax burden and accelerate depreciation.

✔ Takes less than 2 minutes 
✔ Ideal for property owners, investors, and developers 

get started

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.

Solutions Built for You

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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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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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R&D Tax Credits

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

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Real Estate

In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.

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Private Client Services

You deserve an approach to financial planning that aligns with your values and is focused on one objective: accomplishing your goals. With seasoned guidance, you can harness, integrate, and align the various elements of your financial world so you can enjoy the life you’ve worked so hard to achieve.

M&A Sell-Side Advisory

Exit Planning Designed Around Your Business Goals

MGO’s sell-side M&A advisory service is built for business owners planning ahead. We focus on long-range readiness — tailoring planning, valuation insights, and restructuring strategies to your specific structure, industry, and goals. 

This service includes transaction scenario modeling, risk identification, and benchmarking of key valuation drivers. We help you keep an always-ready data room and assess operational or structural changes that may enhance value or reduce deal friction. 

Throughout the engagement, we stay connected to your evolving priorities and potential market timing. We also maintain relationships with intermediaries to monitor opportunities and keep your business positioned for when the right offer — or right moment — comes along. 

Whether you’re exploring an employee stock ownership plan (ESOP), strategic sale, or private equity deal, our team delivers coordinated planning and transaction-focused advisory services to support strong outcomes. 

Key Components of Long-Term Exit Planning Support 

Build Exit Strategies Early

Explore transaction paths — ESOP, private equity, or strategic buyer — based on your goals, business model, and industry dynamics.

Engage the Right Advisors at the Right Time

Tax, financial, and transaction professionals work in coordination to align your financials, reporting, and structure with buyer expectations.

Monitor the Metrics that Drive Value

Track and review financial performance against buyer benchmarks to improve positioning and highlight growth potential.

Identify and Address Risk Factors Early

Assess and address tax, legal, and operational risks that could disrupt a transaction or delay closing.

Stay Ahead of Regulatory and Compliance Issues

Proactively manage federal, state and local tax and financial reporting exposure to avoid surprises and build trust with buyers.

Support Reporting and QofE Readiness

Strengthen your reporting infrastructure and develop a quality of earnings narrative that reflects business performance accurately.

Evaluate Restructuring Opportunities

Assess entity structure, capitalization, and operations for potential changes that could enhance value or simplify deal execution.

Track Timing and Liquidity Scenarios

Stay aligned with your own timing preferences while still responsive to market movement or inbound interest.

Leverage Market Connections

We support relationships with deal intermediaries and stay active in the M&A landscape to help surface potential opportunities.

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.

Solutions Built for You

See all solutions
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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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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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Real Estate

In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.

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Technology

With a strong presence in Silicon Valley, and anywhere else you want to be, we provide assurance, consulting, and tax planning services designed to help you, whether you’re a start-up or a public company, achieve the next breakthrough.

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Cannabis

Lead the highly competitive cannabis industry with precise financial strategies, tax planning, and holistic financial support.

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Professional Services

You are continually navigating change, disruption, and evolving client demands. With tailored strategies and industry-specific insights, we can help you manage risk and seize opportunities so you can focus on delivering exceptional service.

Automotive

Regulatory and Tax Support for Automotive Businesses 

You operate in a complex environment shaped by changing tax laws, supply chain pressures, and shifting accounting standards. Whether your organization manufactures parts, distributes components, or transports freight, clear financial oversight is essential. 

MGO works with clients across the full automotive value chain. Our team provides audit, tax, and advisory services to support compliance and improve financial visibility. We can assist you with issues such as sales tax exposure, inventory accounting, and transaction planning — aligning each engagement with your operational and regulatory goals. 

Services to help drive your automotive business forward

 

Audit and Financial Reporting
  • Financial statement audits and reviews to support regulatory compliance 
  • Evaluation of internal controls and financial processes 
  • Inventory accounting method analysis for accuracy and alignment 
Tax Strategy and Compliance
  • R&D tax credit documentation and substantiation 
  • Multi-state sales and use tax compliance 
  • Transfer pricing and intercompany planning for regulatory alignment 
Transactions and Valuation
  • Transaction planning and due diligence for business events 
  • Valuation support for acquisitions, ownership transitions, and reporting 
Outsourced and Advisory Support
  • Outsourced controller and accounting services 
  • Freight and logistics cost assessments to inform financial planning 

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.

Solutions Built for You

See all solutions
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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Tax Services

Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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Technical Accounting

Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

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Internal Audit, Risk, and Compliance

Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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Green Technology

You provide crucial solutions to help industries minimize their environmental impact. Let us help you navigate complex financial, regulatory, and operational challenges — from renewable energy accounting to compliance to tax planning —to achieve cost-effectiveness and sustainable growth.

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Automotive

Automotive sector companies — including manufacturers, suppliers, and retailers — face increasing demands around financial reporting, compliance, and tax planning. We can help you manage these requirements and build long-term stability.

Business Management

Financial and Lifestyle Solutions Built for You 

Your success is the result of years of dedication, creativity, and hard work. But behind every successful business is a strong financial strategy. That’s where we come in. 

We’re here to manage the details, big and small, so you can focus on what truly matters: your craft. From budgeting and financial planning to cash management and payroll administration, our services are designed to strengthen your financial foundation and prepare you for the future. 

With our decades of experience, we’ll help you make smart financial decisions to grow your wealth, protect your assets, and build a lasting legacy — all while you stay focused on doing what you love. 

Budgeting, Planning, and Cash Management Solutions 

Bill Pay and Cash Flow Management

Stay ahead of your financial obligations with streamlined bill pay and cash flow management. We handle your payments and track your cash flow to keep your finances organized and stress-free. 

Budgeting and Projections

Build a clear path to financial stability with accurate budgeting and projections. We develop, track, and adjust your budget to help you maintain liquidity and stay on top of your goals. 

Expense Payment

Never miss a payment again. We manage your expenses with precision, making sure your bills are paid on time and accurately recorded for your peace of mind. 

Cash Flow Analysis

Understand where your money is coming from and where it’s going with detailed cash flow analysis. We’ll help you make informed decisions and identify opportunities to strengthen your financial position. 

W-2 and 1099 Preparation

From contractors to employees, we handle your W-2 and 1099 preparation with accuracy and efficiency. Stay compliant and organized without the hassle of paperwork. 

Payroll Administration

Manage payroll with ease through our comprehensive administration services. From calculating wages to filing payroll taxes, we make sure your team is paid on time and correctly. 

Entity Structuring

Set up your business the right way with entity structuring tailored to your needs. We’ll help you choose the optimal structure to maximize benefits and minimize liabilities. 

Coaching, Planning, and Tracking

Get personalized guidance and strategic planning to help you make the most of your financial opportunities. We track your progress and keep your strategy aligned with your goals. 

Personal CFO Services

Gain a dedicated financial strategist who handles all aspects of your wealth and financial management. We coordinate your contracts, revenue streams, and digital assets, giving you the freedom to focus on your career. 

Specialty Advisory Services 

We serve as trusted advisors to a roster of A-list athletes, entertainers, creators, and executives like you. With our deep entertainment, sports, and media industry experience and seasoned guidance on your team, we can help secure your financial future by guiding you as you capitalize on your creativity and monetize your brand. 

Our specialty advisory services include: 

  • Brand Licensing, Publishing, and Royalty Advisory: Streamline your revenue strategies with deal structuring, royalty audits, specialty tax planning (including IP, R&D, and capital gains), and digital asset accounting. 
  • Name, Image, and Likeness (NIL) Planning: Maximize your brand value with financial structuring of endorsement deals, tax planning, loan-out company setup, and legal coordination. 
  • Touring and Performing (Including International): Manage your tour finances with budgeting, accounting, payroll, currency optimization, insurance planning, tax compliance, and vendor management. 
  • Catalogue Advisory: Unlock the full potential of your catalogue through strategic deal structuring, tax mitigation, securitization, and buyer evaluation. 
  • Film, TV, Streaming, and Media Production: Stay on budget and compliant with production accounting, payroll management, tax strategies, and specialty deductions. 

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.

Solutions Built for You

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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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International Tax

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

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Closely Held Companies

Simplify your financial landscape with tailored tax guidance that helps you protect what you have built and plan for a prosperous future.

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Entertainment, Sports, and Media

The world is watching as you build a brand that re-shapes cultural conversations. With so many opportunities within reach, reliable guidance will simplify your financial life so you can focus on what you do best: living your dream.

Professional Services

Helping Your Business Meet Today’s Challenges  

The past few years have brought unprecedented challenges to professional services. In the post-COVID landscape, you face pressing issues like talent shortages, the expansion of outsourcing and offshore workers, and adapting to remote operations and emerging technologies like Artificial Intelligence. Amid this complexity, managing partners and senior management can rely on MGO’s seamless service for critical business basics — tax planning, compliance, accounting, and financial statement audits. 

Who We Serve

We work with all types of professional services organizations — from law, accounting, and consulting firms to advertising and public relations agencies to engineering, architecture, and design firms. By tailoring our solutions to meet the unique needs of your business, we help you focus on what matters most: driving growth, adapting to change, and delivering exceptional client results.

 

Architecture and Engineering Firms

Navigating challenges like project profitability, tax compliance, and ownership planning are key to long-term success. Our tailored assurance, tax, and consulting solutions can help your architecture or engineering firm manage cash flow, meet tax obligations, and stay compliant with evolving regulations. 

Law Firms

Your law firm faces complex financial and regulatory challenges that can impact profitability and compliance. Our tax, consulting, and assurance services can help you improve profitability, streamline operations, and stay ahead of compliance requirements. 

Marketing, Advertising, and Public Relations (PR) Firms

In a fast-moving industry, financial agility is key. We provide consulting, tax, and assurance solutions to help you manage cash flow, meet tax responsibilities, and reduce regulatory risks — so you can focus on growth and innovation. 

CPA and Consulting Firms

Balancing profitability with high-quality service delivery can be a challenge. Our outsourced accounting, tax, and consulting services help you scale efficiently, cut operational costs, and access top-tier talent to strengthen your bottom line.

Solutions Built for You

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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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R&D Tax Credits

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

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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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State and Local Tax

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

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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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.

Financial Services

Empower Your Firm to Adapt and Thrive in Evolving Markets 

In today’s rapidly changing financial landscape, your firm needs effective solutions to grow, stabilize, or prepare for an equity event. With a national presence and industry experience across asset management, banking, fintech, and insurance, MGO helps you adapt to shifting market conditions, leverage technology and data analytics, focus on impact investing, and address challenges such as an aging workforce, fewer exit opportunities, and limited infrastructure investment. 

Our team supports financial firms of all sizes — including those backed by private equity — through the complexities of tax planning, audit readiness, business planning, digital transformation, and implementing environmental, social, and governance (ESG) goals. By collaborating with leading law firms and banks, we deliver efficient, coordinated solutions that foster innovation and enhance your client experiences. 

With a wealth of knowledge and experience in private equity and venture capital, we can assist you in preparing for acquisitions, growth strategies, equity events, and succession planning. From tax planning to audit, valuation, and M&A consulting, our tailored solutions support your private equity-backed and venture capital-driven business at every stage while helping you comply with evolving regulatory requirements. 

Comprehensive Solutions for Your Financial Services Needs 

Fund Administration

Preparation of fund reporting — including net asset value (NAV) calculations, financial statements, and investors’ capital statements.

Client Accounting Services

Ongoing accounting support customized to meet the needs of asset management firms, financial institutions, fintech companies, and insurance providers.

Tax Planning and Compliance

From partnerships to state and local tax (SALT), we help you minimize liabilities and maximize compliance.

Audit and Assurance

We provide financial statement audits, benefit plan audits, and audit readiness services.

Business Planning

Guidance on cash flow, process improvement, and technology adoption to build a robust financial infrastructure.

Outsourced Services

Leveraging consulting, financial accounting and advisory (FAAS), and tax services for leaner operations.

Guiding Your Business Through Growth, Stability, and Exit 

We work with financial firms of all sizes, typically focusing on those with net incomes between $5M and $75M. Whether it’s strategic growth, achieving stability, or preparing for an exit, MGO helps manage every aspect of your business lifecycle — so you can focus on achieving your goals. 

Financial firms work directly with managing partners, CFOs, and collaborators such as bankers, attorneys, and insurers. This integrated approach aligns business objectives with sound financial strategy to maintain compliance, mitigate risks, and build resilient portfolios that achieve continued growth. 

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.

Solutions Built for You

See all solutions
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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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State and Local Tax

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

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Private Client Services

You deserve an approach to financial planning that aligns with your values and is focused on one objective: accomplishing your goals. With seasoned guidance, you can harness, integrate, and align the various elements of your financial world so you can enjoy the life you’ve worked so hard to achieve.

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Digital Assets and Cryptocurrency

Digital assets present real challenges for investors, exchanges, and businesses — from regulatory uncertainty and tax complexity to valuation, security, and reporting pressures. We help you navigate this evolving landscape with accounting, tax, audit, and consulting services built specifically for cryptocurrency and blockchain-based assets.

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International Tax

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

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Public Company Services

Deliver detailed insight and technical proficiency that exceeds regulatory compliance requirements.

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R&D Tax Credits

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

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Tax Services

Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.

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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.

Restaurant and Food Service

The restaurant and food service industry are facing significant changes, including rising costs, labor shortages, and shifting tax regulations. As businesses work to meet these demands while staying profitable, strategic guidance becomes essential. MGO offers tailored professional services to help your business address operational, financial, and compliance challenges, providing the support needed to stay competitive and position your business for sustainable growth. 

Set the Table for Resilience and Growth in your Restaurant and Food Service Business


Strategic Tax Planning

Maximize profitability through targeted tax strategies that reduce exposure and drive growth. Whether you’re managing business tax, state and local tax, or complex international tax regulations, our guidance helps you stay compliant while improving cash flow.

Tax Credits and Incentives

Unlock tax-saving opportunities such as the Work Opportunity Tax Credit (WOTC), R&D tax credits, and other incentives to minimize tax liability and reinvest in your business.

Tax Advocacy and Resolution

If presented with an IRS audit, our experienced team provides guidance to secure the best possible outcome, protecting your business and reducing risk.

Audit and Compliance

Make sure your financials are transparent and compliant with industry regulations to build stakeholder trust.

Client Accounting Services

Outsourcing accounting functions can help restaurants manage financials more efficiently, leading to correct reporting and better cash flow management.

Risk Management

Finding operational and financial risks can help mitigate costly issues like supply chain disruptions or regulatory non-compliance.

Transaction Advisory Services

Your restaurant can maximize value in mergers, acquisitions, or business sales with tailored support that helps smooth transitions.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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Technology

With a strong presence in Silicon Valley, and anywhere else you want to be, we provide assurance, consulting, and tax planning services designed to help you, whether you’re a start-up or a public company, achieve the next breakthrough.

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Tax Services

Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.

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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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Vineyards and Wineries

Empower your vineyard or winery with MGO’s financial strategies. Enhance growth, reduce tax liabilities, and secure your legacy with our guidance.

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Breweries, Distilleries, and Craft Cocktail Producers

Breweries, distilleries, and craft cocktail producers face unique challenges and opportunities in today’s market. With a deep appreciation for the art and science behind your craft, our team is dedicated to supporting your growth and success.

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.

Green Technology

Powering Your Green Tech Growth 

With rising demand for sustainable solutions, green technology companies are transforming traditional industries like manufacturing, transportation, energy, and waste management and reshaping everything from electric vehicles (EVs) and batteries to software and supply chains. Whether advancing replacements for plastic and chemical waste or developing alternative mobility technologies to reduce carbon emissions, you are driving improvements through cleaner solutions. 

As you push the boundaries of sustainable technology, you are also tasked with navigating an increasingly complex business landscape. Companies in this space face unique challenges related to audit, tax, and compliance as they work across industries like manufacturing and technology. Maintaining alignment with financial regulations and improving operations in this rapidly evolving sector are vital for success.  

At MGO, we work with green technology companies (including those in the EV sector) to address the complexities of the industry — offering tailored solutions that cover financial reporting, compliance, and tax planning. We help your company remain agile and compliant so you can keep pace with rapid advancements in the green tech landscape. MGO supports green technology accounting services and compliance strategies that help you stay agile in this fast-paced industry. 

Fueling the growth of your green tech innovation


Audit and Assurance

Green technology companies — from electric vehicles and energy-efficient software to renewable energy and waste management — must follow strict regulatory standards from bodies like the Securities and Exchange Commission (SEC), Public Company Accounting Oversight Board (PCAOB), and Financial Accounting Standards Board (FASB). MGO’s audit services support accuracy, transparency, and compliance in your financial statements. We understand the complexities of research and development (R&D) costs, capital projects, and joint ventures common in green technology. 

  • Financial audits focused on compliance with SEC and PCAOB regulations. 
  • Support for correct R&D and capital expenditure reporting. 
Tax Planning and Compliance

Navigating the green technology tax landscape requires managing federal and state tax incentives while staying compliant. We help your green technology company get the most from tax credits and maintain compliance.  

  • Guidance on claiming green technology-specific federal and state tax credits. 
  • Support with sales and use tax compliance across jurisdictions. 
  • Help with international tax planning and transfer pricing as your operations expand. 
Renewable Energy Investments and Credits

Your green tech company may be eligible for renewable energy tax credits that can reduce project costs and boost profitability. From the federal Investment Tax Credit (ITC) to various state incentives, these credits can help you maximize your investments in renewable energy. Our team of industry professionals will work with you to identify and secure all applicable credits and incentives, helping you take full advantage of available opportunities.

Consulting Services

As green technology companies scale, managing processes and responding to shifting markets is crucial. MGO’s consulting services help your green technology company enhance operations and competitiveness as you navigate a rapidly changing market. 

  • Advisory services to improve financial and operational strategies. 
  • Risk management and internal process improvements. 
  • Supply chain consulting to address the complexities of green technology production and distribution. 
  • Internal control evaluations to find risks and improve processes. 
  • Accounting services to maintain better books and records. 

Our Industry Knowledge — Your Benefit 

With deep experience across technology and manufacturing, MGO adapts to your business’s evolving needs, helping you stay compliant, efficient, and positioned for growth in the innovative green technology sector. 

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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Tax Services

Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.

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Renewable Energy Investments and Credits

For governments, businesses, or nonprofits seeking financial incentives for renewable energy investments, understanding and utilizing available tax credits and funding mechanisms is essential.

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.

Apparel 

Keeping Your Business in Fashion

Today’s global apparel industry is driven by innovative technology, efficient supply chains, and evolving consumer demands for sustainable, fast fashion. To stay competitive, businesses must modernize processes, manage global supply chains, and adapt to trends in automation and sustainability.  

Effective inventory management is key to this success. Tracking costs, recording assets, and determining the overall value of your inventory at the beginning and end of each accounting period provide critical insights into your business’s performance. These metrics can help you make informed decisions, optimize cash flow, and plan for future growth. 

Whether you need assistance managing inventory, optimizing supply chains, or positioning your company for future growth, MGO provides financial and operational solutions to help your apparel business thrive. 

Solutions Tailored to the Apparel Industry

At MGO, we understand the unique financial and operational hurdles apparel companies face. Our tailored solutions can help you increase efficiency, maintain compliance, and fashion a strategy for long-term growth.

Audit Services

Accurate financial data is the foundation of stakeholder trust. With U.S. apparel retail sales surpassing $350 billion annually, precise reporting is essential. MGO’s audit services focus on accuracy, internal control evaluations, and finding areas for improvement to help you meet regulatory requirements while enhancing transparency.

Internal Audit, Risk, and Compliance

Global supply chains and labor-intensive processes present constant regulatory challenges for your apparel business. Our experienced team verifies compliance, strengthens internal controls, and mitigates risks, helping your company meet evolving standards while focusing on growth. 

Management Advisory

Operational efficiency is key to staying competitive in the apparel industry. Our Management Advisory services find performance gaps, streamline operations, and align your business for sustainable growth — positioning you for success in a dynamic market. 

Risk Management and Compliance

With e-commerce now accounting for 20% of U.S. apparel sales, risk management and compliance have never been more important. We develop strategies to help you maintain compliance with labor regulations, environmental standards, and consumer protection laws, keeping your business resilient. 

Tax Credits and Incentives

Apparel companies can lower their tax burden and reinvest capital by using federal and state tax credits. With our proactive approach to documentation and extensive knowledge of research and development (R&D) and employee retention credits, you can maximize opportunities while minimizing risks like IRS scrutiny. 

Business Tax Planning

We go beyond compliance to help your apparel company improve tax strategies. From entity structuring to operational reviews, we help you uncover opportunities to minimize risk and increase profitability — managing your tax obligations efficiently and effectively. 

R&D Tax Credits

The apparel industry thrives on innovation, whether through sustainable materials or innovative designs. MGO helps you use R&D tax credits to support technological advancements and sustainable practices, key drivers of success in this $1.5 trillion global market. 

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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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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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Consulting

Take control of your organization’s future with a comprehensive suite of advisory services designed to meet your unique needs.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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.

Employee Benefit Plan Audits

Protect Your Plans with Tailored Audit Services 

Well-managed retirement plans play a critical role in securing the financial future of your employees and helping trustees fulfill their fiduciary responsibilities with confidence. Our dedicated team of professionals provides meticulous employee benefit audit services tailored to meet the unique needs of your organization.  

We adhere to the standards set by regulatory bodies such as the American Institute of Certified Public Accountants (AICPA), Financial Accounting Standards Board (FASB), and Governmental Accounting Standards Board (GASB) to keep your company’s plan compliant and efficient. 

Types of Retirement Plans We Audit


Limited Scope Audits (Employee Retirement Income Security Act of 1974 (ERISA) Section 103(a)(3)(C))

Our most common service, providing a focused review while relying on the certification of the plan’s investment information.

Full Scope 401(k) Audits


Comprehensive audits covering all aspects of your 401(k) plan to help you achieve complete compliance and transparency.

Cash Balance Plans

Audits tailored for hybrid retirement plans that combine features of both defined benefit and defined contribution plans.

Traditional Defined Benefit Plans

Thorough audits to confirm your plans meet all regulatory requirements and benefit commitments.

Skills and Specialization 

Our team’s extensive training and certifications, including membership in both the AICPA and the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), equip us with knowledge and experience for every engagement. As members of these prestigious organizations, we adhere to rigorous standards, pursue continuous education, and leverage the latest industry resources. This commitment to excellence helps safeguard your employees’ future and enhances the management of your retirement plans. 

By partnering with a firm that is part of the AICPA and EBPAQC, you gain assurance that your retirement plans are managed by professionals dedicated to the highest standards of audit quality and regulatory compliance. 

Ongoing Support 

Beyond the audit, we offer continuous support throughout the year to discuss ongoing business — such as regulatory or operational issues affecting your retirement plans. This proactive approach helps you stay ahead of compliance requirements and industry changes. 

Working alongside our audit team, our experienced tax professionals can provide guidance on the tax implications of your benefit plans. This holistic approach aims to maintain your plans’ compliance and tax efficiency while aligning with your organization’s goals. 

Comprehensive Insight 

Our audit process is designed to keep your retirement plans compliant with all relevant regulations while providing transparent, actionable insights. We position the audit as a strategic tool, uncovering operational efficiencies; helping to improve plan management. 

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.

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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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Audit and Assurance

Assurance support is more than a function of compliance, it is an opportunity to see how your people, processes, and policies are driving your organization’s health. With the latest technologies, deep industry experience, and personalized guidance, we’ll show you real value beyond the numbers.

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Private Company Audit

Deliver stakeholder confidence and identify opportunities to improve with an audit approach tailored to your needs.

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Internal Audit, Risk, and Compliance

Improve the effectiveness of controls, risk management, and governance practices to attain superior performance management enterprise risks. Our solutions are powered by accounting best practices. We support compliance with a multitude of standards, including AICPA, Yellow Book and GASB.

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Government Audit

Provide effective stewardship powered by deep understanding of technical and regulatory nuances.

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Public Company Services

Deliver detailed insight and technical proficiency that exceeds regulatory compliance requirements.

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Breweries, Distilleries, and Craft Cocktail Producers

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Cannabis

Lead the highly competitive cannabis industry with precise financial strategies, tax planning, and holistic financial support.

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Entertainment, Sports, and Media

The world is watching as you build a brand that re-shapes cultural conversations. With so many opportunities within reach, reliable guidance will simplify your financial life so you can focus on what you do best: living your dream.

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Hospitality

Enhance your revenue streams and keep your expenses in check with customized solutions for the hospitality industry.

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Manufacturing and Distribution

The manufacturing and distribution industry is marked by its dynamic complexity and evolving opportunities. Achieving strategic growth requires you to take a comprehensive approach. MGO offers tailored solutions through cross-functional teams to help you navigate the issues of today and position your company for success tomorrow.

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Real Estate

In the dynamic real estate market, new opportunities demand quick action without losing sight of your long-term goals. From tax to consulting to assurance, we help you manage today’s complexities while building for tomorrow.

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Technology

With a strong presence in Silicon Valley, and anywhere else you want to be, we provide assurance, consulting, and tax planning services designed to help you, whether you’re a start-up or a public company, achieve the next breakthrough.

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Tribal Nations and Gaming

At the crossroads of tradition and innovation, Tribal leaders must chart a course for their communities’ future. We’re here to help you avoid risk and capitalize on opportunity so you can enter a new era of growth.

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Vineyards and Wineries

Empower your vineyard or winery with MGO’s financial strategies. Enhance growth, reduce tax liabilities, and secure your legacy with our guidance.