MGO CPA

Goal: Build an Investment Portfolio

Private Client Services

Why High-Net-Worth Individuals Choose MGO

Your financial decisions are connected, and your planning should be too. We bring together tax strategy, wealth management, business management, estate planning, and family office services into a coordinated approach that reflects your priorities, helping you make informed decisions with confidence.

  • An integrated financial strategy: Your financial life extends beyond investments or taxes alone. We coordinate across tax planning, wealth management, business management, estate planning, and family office services to create a strategy built around your goals — not disconnected recommendations.
  • Proactive tax planning: Business ownership, multistate and international tax exposure, investments, and estate planning all create opportunities — and potential risks. We help you plan ahead, identify tax-saving opportunities, and adapt your strategy as your financial life evolves.
  • Guidance through life’s biggest decisions: Whether you’re selling a business, planning for retirement, receiving an inheritance, or preparing for a significant liquidity event, we provide practical guidance that helps you navigate change while keeping your long-term goals in focus.
  • Confidence that comes from coordination: Managing significant wealth often means working with multiple professionals. We coordinate your financial team so every decision supports your broader objectives, giving you greater clarity and confidence along the way.

Tax, Wealth Management, Business Management, and Family Office Services

Tax Planning and Compliance

Individual tax compliance, multistate and international tax planning, estate and gift tax strategies, IRS representation, real estate tax analysis, business planning, and state residency planning.

Private Wealth Management

Goal-based financial planning, investment management, estate planning, insurance and risk management, and guidance through major life transitions to help you build, preserve, and transfer wealth with confidence.

Business Management

Budgeting, bill pay, cash flow management, financial reporting, personal CFO services, insurance consulting, and day-to-day financial management for entrepreneurs, executives, entertainers, and family offices.

Family Wealth Solutions

Estate and trust planning, family governance, succession planning, family mission and values development, and education that prepares future generations to steward your family’s wealth.

Strategic Consulting

Leadership transition planning, organizational alignment, operational improvement, change management, and risk management strategies for business owners and family enterprises.

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.

Environmental, Social, and Governance

Put sustainability within reach

ESG Training and Development
Program Assessment and Gap Analysis
Audit Readiness

Prepare for and navigate various ESG audits, including risk assessments and controls-based audits.

Green, Social, and Sustainable Bonds

Maximize the value and monitor the success of green, social, and sustainable bonds.

Due Diligence for M&A

Assess an organization’s impact, ESG program strength, and see how they are progressing toward their goals.

Reporting and Disclosures

Your ESG program doesn’t run on autopilot, but elements of your internal and external ESG reporting need to be consistent. We can help you navigate the inputs to arrive at quality deliverables.

Outsourcing and Staff Augmentation

We can provide you with outsourced assistance to help you design your ESG program, develop policies and procedures, and implement and monitor your program.

Risk Assessment and Mitigation

Meeting regulatory and reporting demands is a prerequisite for enterprise growth. We’ll work with you to align systems and controls with core business goals to facilitate reporting, compliance, and risk management.

Our promise to you

See the big picture

The way our organizations impact the world is complex and wide-spread. We’ll help you gain a birds-eye view so you can maximize your positive impact.

Prepare for regulatory demands

Regulatory and standard-setting bodies are increasing their attention on ESG matters. Take a proactive stance to meeting these demands and get a head-start on demonstrating value.

Deliver confidence

Investors, stakeholders, and M&A targets increasingly want to understand your organization is built for the future. Show them you understand impact with clear ESG reporting.

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.

Related Solutions

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Management Consulting

Assess and strengthen your core business functions to stand out from the competition with support from our experienced professionals.

Client Accounting Solutions

Lower costs and boost performance

Outsourced Accounting Support

Whether you want to augment your team or transform the accounting function, MGO can take on as much or as little as you need. Our outsourced accounting services include:

  • Accounts payable and receivable
  • Bookkeeping, including journal entry and ledger maintenance
  • Financial statement preparation
  • Tax planning and consultation
  • Classification, entry, and verification of transactions
  • Sales tax processing
  • Fixed asset and depreciation tracking
  • Cash balance tracking
  • Monthly reconciliation
Virtual CFO and Controller Services

Whether you lead an early-stage business or a mature organization in transition, our CFO services provide experienced financial leadership when you need it most. Choose virtual, interim, or fractional support to fit your needs.

The roles we help fill include:

  • Chief financial officer
  • Controller
  • Director of finance
  • Vice president of finance
IPO and Event Readiness

Seize opportunity with our highly scalable finance and accounting solutions backed by a deep understanding of accounting standards. Specific areas where we can provide support include:

  • Form S-1 and other filing document preparation
  • Implementation of new or modified accounting standards
  • Annual, interim, and pro forma financial statements
  • Income tax provision and preparation note disclosures
  • Transaction and audit analyses support
  • Valuation services, including allocation of purchase price
  • Conversion from GAAP or IFRS
  • Audit and transaction readiness, including audit liaison support

Our promise to you

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Here for you

Never miss an opportunity to grow. Our tactical approach puts support on-hand in the times and places you need it the most.

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Be resource savvy

Maintaining a robust accounting function can be expensive. Outsourcing to qualified professionals can ease stress and deliver peace-of-mind.

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Technical guidance on tap

With big transactions or deadlines in your future gaining access to technical resources can safeguard value and set you up for success.

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.

We were quite happy with Angel's leadership.  This was an extremely complex project, and at all points of the engagement we felt that we were important to MGO and the team.  It was a Herculean effort by the MGO team.

CEO National Nonprofit based in Los Angeles

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.

Jonathon Wolter Interim CFO, Amyris Inc.

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

Charlie Bowman CEO and President, HEXO Corp.

Related Solutions

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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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Management Consulting

Assess and strengthen your core business functions to stand out from the competition with support from our experienced professionals.