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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.

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.