MGO Business Management Team Earns Major Industry Accolades Across Entertainment, Sports and Media Industry

November 19, 2025 [Los Angeles, California] – MGO CPA (MGO) is proud to announce that several of its Business Management professionals have been honored with prestigious industry accolades, underscoring the firm’s commitment to empowering innovators, change-makers, and risk-takers, reaffirming its commitment to fuel growth and possibility through inventive thinking and an unwavering belief in what’s possible for its clients.  

This year, The Hollywood Reporter recognized Anthony Smalls, III, CPA, CGMA and Michael Meschures, MBA, on its Power Business Managers list, which highlights the financial minds behind some of the biggest names in Entertainment.  

Trusted Advisor named Smalls, Meschures, Christine Choi, CPA, and Daniel Marcus, CPA to its Trusted 100: Business Managers list, celebrating the individuals’ leadership in guiding talent and executives across entertainment, sports, and media.  

Variety featured Smalls, Meschures, Choi, and Marcus among its Business Managers Elite honorees, spotlighting those behind the curtain who help to shape the financial futures of the entertainment world’s brightest stars.  

Rounding out this incredible run of recognition is Billboard, who included Smalls in its Top Business Managers list, honoring his exceptional ability to advise and support artists and executives as they navigate their careers and financial strategies at the same time.  

“MGO is honored to see our team members recognized in these industry-leading lists,” said Kevin O’Connell, MGO’s CEO and Managing Partner. “From day one, our firm has strived to embrace a maverick mindset by delivering differentiated value through fresh perspectives and creative approaches. These individuals confidently pursue new ideas, see opportunity where others may see limitations, and navigate complexity with forward-thinking solutions. This mindset is our catalyst with an unshakeable belief in possibility. I want to congratulate Tony, Michael, Christine, and Daniel for embodying this maverick spirit—for fueling possibility not only for our clients, but for what’s on the horizon for the entire industry.”  

Guided by our ethos of fueling growth and possibility, our Business Management team continues to go beyond expectations to uncover new pathways for growth and impact across entertainment and beyond. We extend our heartfelt congratulations to our honorees and look forward to the continued value and impact they bring to our clients and to the firm. 

About MGO CPA 

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, consulting, outsourcing, and private client services. With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, and India, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success. 

MGO to Attend the LD Micro Main Event XIX

Los Angeles, California–(Newsfile Corp. – October 7, 2025) – MGO CPA, a global team of more than 500 financial service professionals providing assurance, tax, consulting, outsourcing, and private client services, announced today that it will be attending the 19th annual Main Event at the Hotel del Coronado in San Diego, California.

“The Main Event is a culmination of over 25 years of hard work and passion for small company investing. There is no organization on planet Earth that cares more about small companies succeeding than LD. To be able to connect with our community in one of the most beautiful settings imaginable brings me considerable joy. We look forward to welcoming all of our patrons and ensuring that they have a wonderful time,” stated Chris Lahiji, Founder of LD Micro.

Event: LD Micro Main Event XIX
Dates: October 19-21

Register to watch the virtual presentation here.

Summary of LD Micro Main Event XIX

The 2025 LD Micro Main Event XIX will run from October 19th to the 21st at the Hotel del Coronado in San Diego, California.

The first day will consist of registration, keynote speakers, and some gorgeous views of the Pacific. It will be followed by two full days of company presentations and one-on-one investor meetings concluded with a closing reception.

This three-day event will feature around 120 companies, presenting in half-hour increments, and attending private meetings with investors.

About MGO CPA

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, consulting, outsourcing, and private client services.With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients.Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, and India, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.

About LD Micro

LD Micro is dedicated to being the definitive resource in the small-cap space. From its industry-recognized index and robust data to hosting some of the most influential events each year, LD Micro’s mission is to provide unparalleled access and insight for those seeking the next generation of great companies.

To learn more about LD Micro, visit:
http://www.ldmicro.com

To learn more about Freedom US Markets LLC, visit:
https://www.freedomcapmkts.com/

To present or register, please contact registration@ldmicro.com.

For further information on MGO CPA:

MGO CPA
Brittany Roe
+1 (310) 746-2125
BRoe@mgocpa.com
www.mgocpa.com

Adam Wisnieski Joins MGO’s Consulting Team 

Los Angeles, CA – May 27, 2025 — MGO LLP, CPA and consulting firm, is pleased to announce the addition of Adam Wisnieski as a Partner in our Consulting practice. With more than 20 years of experience leading IT Risk, regulatory and SOX compliance, cybersecurity, and operational risk initiatives, Adam brings a strong record of aligning risk with strategy across a wide range of industries. 

In his new role, Adam will focus on helping organizations identify and navigate complex risk challenges, delivering governance, compliance, and risk solutions that are both strategic and poised for long-term success.  

“Adam’s approach to risk is both insightful and human-centered,” said Kevin O’Connell, CEO and Managing Partner. “He understands that effective compliance isn’t just about checking boxes. It’s about helping organizations build trust, operate with resilience, and make confident decisions in an evolving regulatory environment.” 

Throughout his career, Adam has worked with executive teams, boards, and cross-functional stakeholders to develop forward-looking compliance frameworks. He is known for facilitating enablement around governance, risk, and compliance topics, and frequently contributes thought leadership to top media outlets regarding the business impact of emerging regulations. 

Before joining MGO, Adam played a key role in delivering enterprise-level risk strategies for Fortune 500 companies, including global financial banks and investment companies, leading manufacturers and retailers, and publicly traded clients, often presenting directly to their boards and executive committees. 

Adam is passionate about making complexity manageable and believes in building client partnerships grounded in respect, clarity, and long-term value. 
 

About MGO 

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, consulting outsourcing, and private client services.   

With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients.   

Our global platform serves clients in more than 100 countries and in 40 different languages. From offices throughout the U.S. and India, we engage our clients in real-time when and where they need us the most. We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.   

MGO Partners with DebtBook to Enhance Customer Value and Experience

WALNUT CREEK, CALIFORNIA, APRIL 8, 2025 – MGO, a top 50, nationally recognized CPA and consulting firm, is excited to announce a new partnership with DebtBook, a leading provider of cloud-based treasury and accounting software solutions for the government and nonprofit industries.

By integrating MGO services with DebtBook’s cloud-based Debt Management, Cash Management, Lease Management, and Subscription Management solutions, mutual customers will benefit from streamlined processes and improved data management. The partnership will enable a more cohesive experience, allowing clients to focus on strategic initiatives to drive improved financial outcomes for their organizations.

“Partnering with DebtBook is just one more way we aim to drive meaningful outcomes for our clients,” added David Bullock, MGO State and Local Government Industry Leader and Partner. “By combining DebtBook’s software with MGO’s accounting experience, we are excited to deliver optimal service that provides greater value to clients.”

This collaboration aligns with DebtBook’s mission to help organizations transition from operational overload to strategic leadership. By leveraging MGO’s specialized expertise, clients can expect to maximize the value of DebtBook’s best in class products.

“As we continue to evolve our offerings, partnering with MGO is a significant step toward delivering greater value to our customers,” said Tyler Traudt, CEO and Co-Founder of DebtBook. “We’re excited to empower our partners to expand their service offerings, grow their businesses, and ultimately deliver exceptional value to their clients.”

For more information about the partnership and its benefits, please contact partnerships@debtbook.com.

About MGO
MGO is a top 50, nationally recognized CPA and consulting firm. Since 1987, we have provided accounting, assurance, and consulting solutions to help state and local governments better serve their communities. Visit mgocpa.com to learn more.

About DebtBook
DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.

Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows. Visit debtbook.com to see why more than 2,100 organizations nationwide work with DebtBook.

Curtis Winar Joins MGO LLP as a New Cannabis Industry Partner

Los Angeles, CA, November 5, 2024 – MGO LLP, a top 50 CPA firm, is pleased to announce the addition of Curtis Winar, CPA/CFF, CVA as a Consulting and Tax Partner to broaden the services and insights for the firm’s nationally-leading cannabis practice. Curtis brings more than 20 years of experience providing strategic business consulting, tax planning and compliance, forensic accounting, business valuation, expert witness and litigation services, and other financial services. Curtis began working in the cannabis industry in Colorado in 2011 and now services cannabis clients throughout the United States. 

In his new role, Curtis will work with National Cannabis Practice Leader, Scott Hammon, to help further bolster service offerings in the industry as the Firm continues to expand nationally, including increasing MGO’s presence throughout the Mid-South and Southeast regions of the United States.  

MGO was one of the first national accounting firms to develop and provide accounting, audit, tax, and consulting services to the cannabis and hemp industries. Today, it prides itself on empowering companies and investors across the value chain having worked with more than 500 cannabis, hemp, CBD, and ancillary clients across all verticals — cultivators, retailers, distributors, manufacturers, and ancillary companies. 

“We are thrilled to welcome Curtis to the firm,” said Scott Hammon. “He understands the industry and is deeply passionate about helping our clients navigate its many complexities and challenges. As we continue our growth in the promising Mid-South market, which includes Missouri, Arkansas, Kentucky, Tennessee, and Mississippi, as well as the Southeast market. Curtis’s knowledge will be instrumental in MGO continuing to meet its clients’ needs and solve their issues both regionally and nationally.”  

Mr. Winar has worked with his clients on a variety of projects and regularly assists in strategic corporate and tax structuring, valuation and litigation consulting, and transaction advisory. He is a CPA licensed in Colorado (25401) and Arkansas (9791R), is a Certified Valuation Analyst (CVA), and holds a designation in Financial Forensics. Prior to joining MGO, Winar was a Partner of Strategic Services at Frost, PLLC, where he advised companies in various industries and founded and led its National Cannabis and Emerging Industries practice. 

“I’m excited to join MGO and contribute to the historical and continued growth of the firm’s cannabis practice,” said Curtis. “MGO has long been a leader in providing innovative and comprehensive services to this dynamic industry, and I look forward to working alongside such a talented and passionate team. As the cannabis landscape continues to evolve, particularly in the Mid-South and Southeast regions, I’m eager to help our clients seize the opportunities ahead.” 

Mr. Winar has served on the board for the Veterans for Energy Security and Independence, a not-for-profit with volunteer members representing all branches and ranks of the military to deliver the message that energy security equates to national security, was appointed by Governor John Hickenlooper as a member of Securities Board for the Colorado Division of Securities, advising the Securities Commissioner in connection with the Commissioner’s duties including, but not limited to, the creation of rules, issuance of orders, formulation of policies, setting of fees, and other issues affecting securities regulation in Colorado, and is involved in various not-for-profit organizations. He is also a Banking and Finance Committee Member for the National Cannabis Industry Association. 

About MGO 

A top-50 CPA firm in the U.S., MGO was one of the first national accounting firms to develop and provide targeted accounting, audit, tax, and consulting services to the cannabis and hemp industries. We have helped numerous cannabis companies with their go-public and liquidity transactions. Today, we provide industry-leading experience and a suite of solutions to help operators, ancillary companies, institutional investors, and brands navigate the complexities of the cannabis and hemp industries. 

Kyle O’Rourke Joins MGO LLP as a New State and Local Government Advisory Partner

MGO LLP, a top 50 CPA firm, is pleased to announce the addition of Kyle O’Rourke as a State and Local Government (SLG) Advisory Partner in our Chicago office. Kyle brings more than a decade of experience in leading and managing transformation, planning, and risk initiatives for government entities. 

In his new role, Kyle will focus on providing Risk, Internal Audit and Operational Improvement services to State and Local governments across the country.  

“Kyle is an outstanding professional with a proven track record in the SLG sector. As governments negotiate an increasingly complex risk landscape, and seek to improve operational effectiveness for their communities, Kyle can serve as a beacon for such initiatives,” said Kevin O’Connell, CEO and Managing Partner.

O’Rourke has served a diverse range of clients, from public utilities and government entities to nonprofits and higher education. He is a Certified Internal Auditor and holds additional IIA designations in Risk Management Assurance and Government Auditing.

Active in the internal audit professional community, Kyle serves as a board member on the Chicago Chapter of the IIA.  He has previously served as the Chapter President and has received multiple awards including the Member of the Year and Educator of the year.  He is also passionate about sharing his knowledge of audit techniques and strategies for the public sector.

Prior to joining MGO, Kyle was an integral leader at Controlled Thermal Resources and held a key role in the public sector with Baker Tilly US.

About MGO

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. 

With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. 

Our global platform serves clients in more than 100 countries and in 40 different languages. From offices throughout the U.S., India, and Asia, we engage our clients in real-time when and where they need us the most.   We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success. 

MGO Expands Presence in Los Angeles by Combining with J. Arthur Greenfield & Co. LLP

Combination advances MGO’ s robust growth strategy and bolsters the firm’s high-net-worth capabilities.

LOS ANGELES, Oct. 31, 2023 /PRNewswire-PRWeb/ — MGO (Macias Gini & O’Connell LLP), a top-50 CPA firm and one of the fastest growing business advisory and accounting firms in the country, announced that it will be welcoming Los Angeles-based J. Arthur Greenfield & Co. LLP (JAG). JAG’s team of 20 members will join MGO along with four JAG partners.

Founded in 1920, JAG has expertly served high-net-worth individuals and family groups, closely held businesses, and philanthropic organizations in the LA market.

“With complementary service lines and a shared commitment to providing team members with an amazing experience, we’re proud to welcome everyone at JAG to MGO,” said Kevin O’Connell, Chief Executive Officer and Managing Partner at MGO. “We are headquartered in Los Angeles and thrilled to be able to bolster our capabilities in a great market with a firm of great people that share our values. This is another step as we continue to grow through strategic combinations with leading firms across key markets in the United States.”

“MGO is a likeminded partner, sharing our culture, values, and a commitment to delivering tailored and impactful financial solutions,” said Helen Wu, a JAG partner, who will join MGO as a Tax Partner. “Our high-net-worth clients will experience a seamless transition and continue to receive the dedication they have come to expect from us, coupled with a broader range of services to successfully manage their financial future. We are thrilled to join MGO’s incredible group of professionals and to plug into MGO’s state of the art technology platforms.”

With this combination, JAG’s existing clients will gain access to a comprehensive suite of business and financial solutions, including assurance and advisory services, and specialty offerings like international tax, SALT, trust and estate planning, strategic planning for businesses, wealth management, and family office services — as well as broader tax advisory services.

Allan D. Koltin, CEO of Koltin Consulting Group, advised both firms on the combination. He said, “With JAG, MGO continues its journey of finding ‘Best in Class’ CPA and advisory firms to combine with, as JAG is a preeminent tax and high-net-worth firm in Los Angeles and was sought after by many suitors. It chose MGO for the firm’s entrepreneurial culture and its depth of resources and service offerings for its clients.”

By joining MGO, JAG team members gain access to new opportunities for professional development and advancement. Former JAG team members will join MGO team members in the firm’s Century City office at the end of the year.

For more information about MGO, visit http://www.mgocpa.com

About MGO LLP

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services.

With human care at the core of everything we do, we provide outstanding service experiences, delivered with best-in-craft digital tools that work effortlessly for our clients. Our platform serves clients across the globe and in nearly 40 different languages. From offices throughout the U.S. and India, we engage our clients in real-time when and where they need us the most.

We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted public service agency, we provide holistic financial guidance to shape long-term success.

Leading Business Advisory and Accounting Firm MGO Elevates Four Leaders to Partner

MGO (Macias Gini & O’Connell LLP) is pleased to announce that four of the firm’s directors have been promoted to partner. Penny Chan, Christine Choi, Craig Harner, and Daniel Marcus assumed their new leadership positions, effective July 1, 2023.

“Penny, Christine, Craig, and Daniel are all exceptional leaders who are dedicated to our high growth and high-performance culture, while delivering a unique approach to client and employee experience,” said Kevin O’Connell, CEO and Managing Partner of MGO.

Penny Chan is a leader in the firm’s Business Advisory Services (BAS) practice. Instrumental in the growth of the service line, she has extensive experience advising clients with their tax, audit, accounting, and financial advisory needs both in the U.S. and abroad, primarily in manufacturing, construction, and technology sectors.

Christine Choi is a leader dedicated to delivering bespoke service plans to some of the firm’s most complex Business Management clients. Christine leverages her tax and financial planning expertise to serve entertainers, artists, writers, and real estate developers. She has advised individual and corporate clients at all stages of their development including entity formation, residency planning, and has also successfully represented clients in federal, state and city audits

With more than 15 years of experience in the State and Local Government practice at MGO, Craig Harner provides assurance and advisory services to the State of California, cities, counties, and other special purpose governments. He is an expert in serving large public pension plans and has built upon his passion for applying data analytics to create and lead firmwide training on the subject.

Daniel Marcus specializes in serving high-net-worth clients with tailored tax solutions in the firm’s Business Management practice. He has more than 21 years of experience in multistate and international tax issues. Hyper-focused on his clients’ financial and overall well-being, he looks for new ways to more holistically advise his clients on business, tax and financial planning matters.

About MGO
MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services.  

With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients.  

Our global platform serves clients in over 100 countries and in 40 different languages. From offices throughout the US, India, and Asia, we engage our clients in real-time when and where they need us the most.   

We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success.

MGO Appoints Cesar Reynoso as National Leader of Public Company Practice

MGO LLP is excited to announce that Cesar Reynoso, CPA, has been appointed as the leader of the firm’s Public Company Practice. This new role recognizes Reynoso’s outstanding performance, commitment to client service, and extensive experience in the public company sector, which is MGO’s fastest growing practice.  

Reynoso will expand the firm’s Public Company Practice, helping clients meet their reporting obligations while providing strategic guidance and advice to help them navigate complex business challenges and opportunities. He will oversee a team of talented professionals who offer clients a wide range of services, including financial statement audits, integrated audits, IPO (initial public offerings) services, Sarbanes Oxley (SOX) compliance, and more.  

“We are thrilled to have Cesar lead our Public Company Practice,” said Kevin O’Connell, MGO’s Chief Executive Officer. “With his strong technical knowledge, empowering leadership, and client service skills, Cesar is the ideal choice to take on this important role. I have no doubt that our Public Company Practice will continue to thrive under his leadership and deliver exceptional value to our clients.”  

Reynoso has served a diverse range of clients across multiple industries. He has extensive experience in audit and assurance, financial reporting, internal controls, and has provided valuable insights to clients on a wide range of complex accounting and financial issues.  

“I am honored to take on this new role to lead such a talented and dedicated team,” Reynoso added. “Our Public Company Practice has a long history of excellence, and I look forward to building on that legacy by providing innovative solutions and exceptional client service.”  

MGO’s public company practice is vital to the continued growth of the firm’s overall assurance practice, the firm’s largest service line. 

“Given the dramatic growth in our public company practice, which includes an increase in accelerated filers and the complexity of our clients, we have now identified a leader to guide MGO to our next phase of growth,” said Jerome Vermeulen, MGO’s National Assurance Practice Leader. “Our clients find tremendous value in Cesar’s ability to support their businesses through the complexities of public reporting requirements and the IPO journey.” 

About MGO 

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. 

With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. 

Our platform serves clients across the globe and in nearly 40 different languages. From offices throughout the U.S., India, and Asia, we engage our clients in real-time when and where they need us the most.  

We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success. 

MGO Expands Reach in Silicon Valley Through Acquisition of Young, Craig & Company 

LOS ANGELES — March 1st, 2023 — MGO (Macias Gini & O’Connell LLP), a top-100 CPA firm and one of the fastest growing business advisory and accounting firms in the country, announced that it has combined with Silicon Valley-based Young, Craig & Company (YCC). YCC’s team of more than 20 members will join MGO along with three YCC partners.  

Founded in 1977, YCC is a top-tier tax and CPA firm that specializes in providing high-quality tax preparation and advisory services to individuals and businesses. Their experienced team delivers customized solutions and tailored advice to each client based on their unique needs and circumstances.  

“Young, Craig & Company is known for their commitment to client service and helping them navigate challenging tax and accounting issues,” said Kevin O’Connell, CEO and managing partner of MGO. “Together, we will continue to expand into Silicon Valley, a business and technology hub where MGO has strategically grown its presence over the last several years.” 

With this combination, YCC’s existing clients will gain access to a comprehensive suite of business and financial solutions, including assurance and advisory services, and specialty offerings like R&D tax credits, international tax, transaction advisory, and cyber and information security.  

Marc Leardini, who joins MGO as the office managing partner of the Mountain View office, comments, “Joining with MGO amplifies our ability to provide innovative new ways to help our clients thrive in the face of an increasingly complex business environment. This move also will create a lot of opportunity for our team members, to grow and develop as part of a larger firm, gaining access to robust professional development opportunities.” 

By joining MGO, YCC team members gain access to new opportunities for professional development and advancement. Former YCC team members will continue to operate from Mountain View as the newest MGO office. 

Mark Basinski, Managing Director at Whitman Transition Advisors, advised both firms on the transaction and said, “MGO continues to grow its footprint in the Bay Area, becoming one of the major service providers for high growth tech companies. The talent at Young, Craig and Company will bolster their existing team and help grow their capacity.” 

For more information about MGO, visit here

About MGO 

MGO is a global team of financial service professionals serving the full scope of needs shaping our clients’ business and personal goals. Our team members stand ready to help our clients grow through assurance, tax, advisory, outsourcing, and private client services. 

With human care at the core of everything we do, we provide outstanding service experiences, delivered with sophisticated digital tools that work effortlessly for our clients. 

Our platform serves clients across the globe and in nearly 40 different languages. From offices throughout the U.S., India, and Asia, we engage our clients in real-time when and where they need us the most.  

We are honored to work alongside innovators in culture-defining industries. Whether serving a pre-revenue startup, industry leader, high-net-worth individual, or trusted government agency, we provide holistic financial guidance to shape long-term success. 

Three Leaders Elevated to Partner at MGO LLP Bolstering Assurance, Tax Practice

Los Angeles, July 6th, 2022 – MGO (Macias Gini & O’Connell LLP) is pleased to announce that three of the firm’s directors have been promoted to partner. Wendy Heiss, Robert Trevisan, and Lucia Valenzuela assumed their new leadership positions, effective July 1st, 2022.

“Each one of these talented new partners is incredibly dedicated to MGO and our clients,” said Kevin O’Connell, CEO and Managing Partner of MGO. “They each embody MGO’s commitment to client service and reflect the vision, experience, and industry fluency that are key to the future success of the firm.”

Based out of Boise, Idaho, Wendy Heiss has more than 15 years of experience in audit and assurance serving public and privately held companies from pre-revenue to large-accelerated filers in the US and Canadian markets. She regularly serves a variety of industries including biotech, cannabis, real estate, manufacturing, wholesale and distribution, and employee benefit sectors. Wendy is a member of MGO’s Quality Control team, leading the design and implementation of Quality Management Standards.

Robert Trevisan is based out of MGO’s Century City office and is a leader in the firm’s assurance practice and is a member of the firm’s Quality Control team. He assists clients with complex technical issues including debt, equity, investments, stock-based compensation, business combinations, and internal control over financial reporting. He also advises clients on SEC accounting and reporting matters, including IPO and reverse merger filings. He has more than 30 years of experience providing auditing, accounting, and consulting services to private and public sectors.

Lucia Valenzuela is an attorney who leads MGO’s national specialty tax credits practice. She has helped her clients claim and defend more than $200 million in credit claims against the IRS and state taxing authorities. Lucia has extensive experience in a variety of industries, including software and technology, cannabis, manufacturing, cosmetics, agriculture, and life sciences. She has been quoted in several national tax publications including Bloomberg and Accounting Today.

About MGO LLP
One of the fastest growing professional services firms in the country, MGO combines deep industry experience with well-established accounting and advisory solutions to deliver tangible results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in entertainment.

MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm.

MGO LLP Welcome Two New Partners to the Firms Tax Practice

Los Angeles – May 19th, 2022 – MGO LLP is pleased to announce that John Apuzzo and Michael Mansour have joined MGO as tax partners.

Apuzzo will lead the firm’s International Tax Practice and leverage 25 years of public accounting and tax experience. With years of experience advising in both inbound and outbound tax matters, tax compliance, transfer pricing, and tax provisions, he is uniquely positioned to tackle the complex international business environment clients are facing today. He has helped entities of all types and sizes, including publicly traded global companies, fast-growth start-ups, investment funds and private equity groups, and high-net-worth individuals.

Mansour joins the firms tax practice with considerable experience in corporate compliance and tax provisions with a specific focus on the cannabis and technology industries. Clients in these industries will benefit from his deep understanding of various tax credit opportunities, accounting methods, and tax planning strategies to increase cash flow.

“Both John and Michael have significant expertise in complex and highly-specialized areas of tax compliance and consulting,” said Kevin O’Connell, CEO and Managing Partner of MGO. “Our clients are sophisticated and will benefit from the guidance of professionals who can help them navigate the tax environment, both internationally and here in the United States.”

Prior to joining MGO, John worked both abroad and in the U.S. for several top 10 accounting firms, where he helped clients with cross-border taxation strategies, entering foreign jurisdictions, and tax restructuring. Michael’s background includes time at regional and top 20 national accounting firms, where he helped his clients adapt in dynamic and evolving industries to achieve tax efficiency and capitalize on emerging opportunities.

About MGO LLP
One of the fastest growing professional services firms in the country, MGO combines deep industry experience with well-established accounting and advisory solutions to deliver tangible results. Our clients range from global technology and life science leaders to public companies and innovative startups – from the largest government entities in the country, to the biggest names in entertainment.

MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm.