MGO CPA

Work Opportunity Tax Credit

Enhance your tax strategy

Tax credits and Incentives


Get Tax Credits for Inclusive Hiring Practices

You recognize the value a diverse workforce brings to your business and community. But did you know you can also get federal tax credit for hiring individuals who have historically faced significant barriers to employment? By leveraging the WOTC, you can transform your hiring practices into opportunities for growth and tax savings. 

Realize Potential Savings While Empowering Employees


The WOTC not only supports those facing employment challenges, including veterans, it also offers your business a chance to optimize tax benefits. With MGO’s guidance, you can navigate the complexities of the WOTC to take advantage of potential tax credits — ranging from $1,200 to $9,600 per qualified employee. 

Groups eligible for this credit include those often discriminated against during hiring or experiencing substantial hiring barriers. 

  • Individuals with past felony convictions 
  • Veterans 
  • IV-A recipients 
  • Designated Community Residents (DCRs) 
  • Vocational rehabilitation referrals 
  • Qualified summer youth employees 
  • Qualified Supplemental Nutrition Assistance Program (SNAP) benefits recipients 
  • Qualified Supplemental Security Income (SSI) recipients 
  • Long-term family assistance recipients 
  • Qualified long-term unemployment recipients 
Claiming the WOTC for Your Business

This tax credit opportunity requires documentation and submission forms earlier than other credits and incentives. If you are interested in taking advantage of this credit, it is imperative for you to act fast to avoid missing essential deadlines. 

Connect with MGO to Get More from Your Tax Credits and Incentives

MGO provides solutions to both meet your current tax compliance needs and prepare your business for future growth. With extensive knowledge of tax credits and incentives, we will tailor a strategy that aligns with your goals to help enhance your credit opportunity. 

Reach out now to discover how MGO can integrate the WOTC or other credits and incentives into a comprehensive tax strategy for your business. 

Vineyards and Wineries

Confidence to grow, harvest, and celebrate

BRINGING NEW WORLD INNOVATION TO OLD WORLD TRADITION

Vineyards and wineries flourish through strategic financial management and operational efficiencies. We understand the passion of those who grow and produce and work collaboratively to bring operational insights and financial hygiene to growing operations, so the owners can focus on the product, distribution, and customers. 

We recognize the unique challenges faced by family-owned vineyards and wineries, particularly in expanding into new markets and succession planning. Whether you’re focused on local or global expansion, or planning a smooth transition or exit, we provide tailored strategies to secure the future of your legacy. Utilizing tax-efficient strategies and federal tax credits, we can help significantly reduce tax liabilities and support growth so you can focus on producing exceptional wines.

Solutions to help your winery grow

Launch and growth


Accounting structure design

Inventory accounting

Financial reporting

Agriculture and production tax compliance

  • R&D Tax Credits, Disaster Relief Tax Credits, Tangible Asset Incentive Services, etc. 
  • AVA Valuations for vineyards for offset tax liabilities  
  • State sales and excise tax payments
  • Export guidance
  • IRS audit preparation and defense

Advanced tax planning

  • Partnership allocations
  • Indirect tax support
  • Exemptions and deductions
  • Revenue recognition

Partnership allocations

Operational excellence

Raising Capital

  • Monthly reporting
  • Revenue optimization
  • Due diligence preparation

Operational guidance

Internal controls

Assistance obtaining legal or financial services

Temporary finance and accounting staffing

Financial reporting

  • Wine costing and margin analysis 
  • Financial statement audit 
  • Monthly reporting 
  • Revenue / EBITDA optimization 
  • Quality of Earnings (QoE) reports 
  • Revenue recognition 
  • Transfer pricing 
  • International tax support 
Expansion and future planning

Financial reporting

  • Financial statement audit 
  • Wine costing and margin analysis 
  • Monthly reporting 
  • Revenue / EBITDA optimization 
  • Quality of Earnings (QoE) reports 
  • Revenue recognition 
  • Transfer pricing 
  • International tax support 

M&A support

  • Due diligence
  • Valuation services
  • Integration support
  • Tax impact analysis
  • Entity restructuring
  • Report for foreign investors
  • Financial statements
  • Budgeting and forecasting
  • Cash flow management
  • QuickBooks™ support 

Succession planning

Vineyard and winery 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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International Tax

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

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Tax Credits and Incentives

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

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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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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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State and Local Tax

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

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R&D Tax Credits

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

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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.

Tribal Nations and Gaming

Guiding your progress with custom solutions

As a Tribal leader, you must strike a balance between honoring ancestral customs and embracing new opportunities. It is essential to consider the broader implications of your decisions, which can resonate for generations. 

At MGO, we provide you with strategic guidance and a comprehensive range of audit, tax, and consulting services — each specifically crafted to meet the complex needs of Tribal governance and gaming enterprises. Our longstanding relationships with Tribal communities provide us a deep understanding of the industry’s distinctive regulatory and financial landscapes. 

Our consulting services support the adoption of cutting-edge digital gaming technologies, the exploration of new eco-friendly initiatives, and improvements to your current operations. Aimed at bolstering your decision-making, these services promote outcomes to benefit your people both now and in the future. 

Solutions Built for You

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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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Management Consulting

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

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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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Cybersecurity

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

Gaming and Tribal 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.

Transaction Advisory

Go beyond the numbers for real value

Planning Services

Due diligence

  • Financial and tax
  • Tax and legal structure
  • Cyber and information technology

Operational diligence

  • Operational and financial review
  • Cost deduction, cash flow assessment
  • Quality of earnings

Integration

  • Transition advisory
  • Acquisition/Merger
Acquisition Support

Integration plan and execution

  • Synergy management
  • IT and internal audit risk

Management

  • Organizational design
  • Transition team development
  • Economies of scale

Operational reviews

  • Performance management
  • Staff augmentation
  • Financial and operational analysis
  • Key process and internal control assessments
  • Benchmarking
Post-Acquisition Optimization

Operational and process optimization

  • Policies and procedures
  • Cost accounting analysis
  • Risk assessment
  • Internal audit
  • ROI on capital investments

Organizational alignment

  • Organizational structure alignment
  • Asset and investment evaluations
  • Cash flow alignment – valuation services, including allocation of purchase price

Our promise to you

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Strategic planning

Gain a big picture view to assess the impact of any deal and align with your overall growth goals.

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Exacting due diligence

To see value for what it really is, dig deep into intangibles, like culture and tax exposure, so no details are overlooked.

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Seamless integration

Maximize value long after the deal is done with support that helps align culture, systems, and processes.

Advisory 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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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

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

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M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

Technology

Launch the next digital revolution

Life On The Cutting Edge

As a leader in one of the most competitive global sectors, you need to seize every opportunity for competitive advantage. When your team and resources are aligned and working optimally, you’ll find the fastest path to achieving the next breakthrough.

Our dedicated industry teams know the tech landscape inside and out. We’ll work with you to raise capital, navigate regulatory red-tape, scale for growth, and redirect more profits into fueling innovation.

Solutions for every stage of the technology lifecycle

Launch and growth

Accounting Structure Design

  • Chart of Accounts, controls, and reporting
  • 409A valuation
  • Accounting for equity

Tax Compliance

  • Entity structure assessment
  • Sales and excise tax payments
  • R&D tax credits
Building value

Raising Capital

  • Monthly reporting
  • Revenue optimization
  • Due diligence preparation

Advanced Tax Planning

  • Partnership allocations
  • Indirect tax support
  • Exemptions and deductions
  • Revenue recognition

M&A Support

  • Due diligence
  • Valuation services
  • Tax structuring
  • Integration support
Transaction support

Public Company Services

  • Financial statement audit
  • Technical accounting
  • Internal audit
  • ESG consulting

Event Preparation

  • IPO Readiness
  • Quality-of-Earnings report

Tax Implications

  • Tax impact analysis
  • Entity restructuring
  • Report for foreign investors
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Time to maximize your R&D tax credits

Fuel Innovation

This under-utilized dollar-for-dollar credit can reduce your tax liability and/or offset payroll taxes. Contact us to see if you qualify.

Learn More
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Accelerate Your Green Tech Innovation

Companies in the green technology industry face unique challenges in audit, tax, and compliance. Whether you develop green technologies or support their growth, you must navigate the complex regulatory landscape and financial reporting requirements. MGO works with businesses across green tech, offering tailored solutions to address the intricacies of this dynamic industry. Discover how we can help you stay compliant and efficient while driving sustainable innovation.

Learn more

Technology 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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Private Company Audit

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

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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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R&D Tax Credits

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

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M&A Sell-Side Advisory

Selling a business takes time and preparation. MGO works with business owners to plan ahead — aligning operations, financials, and tax strategy — so you’re ready when the right opportunity comes along.

Technical Accounting

Go beyond the numbers for real value

Technical Accounting Services

Our experienced team can be leveraged to support a wide variety of activities, including:

  • Transactions and business combinations
  • Technical accounting research and documentation
  • Preparation of financial statements and disclosures
  • Annual Comprehensive Financial Reports
Accounting Standard Implementation

Our team stays up-to-date on evolving accounting rules so we can support the implementation of key standards, including:

  • ASC 606, Revenue Recognition
  • ASC 326, Financial Instruments—Credit Losses
  • ASC 842, Lease Accounting
  • GASB 87, Leases

Our promise to you

Specialized support

As accounting and regulatory requirements evolve, attention to the details can be the difference between success and failure.

Accounting standard guidance

Benefit from guidance for standard-setting bodies like GASB, ASC, IFRS, SEC, FASB, and CPAB.

Reliable compliance

You deserve peace-of-mind when undertaking complex challenges. Let us handle the details while you focus on your growth.

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.

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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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Management Consulting

To elevate your organization into a market leader, you need to actively seek value and optimize performance everywhere there is opportunity. Excellence throughout core business functions is what will separate you from the rest of the pack.

Tax Services

What Sets MGO Tax Services Apart

GUIDANCE FOR YOUR FUTURE

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

What you can expect from our tax team:

Practical Guidance From Experienced Tax Leaders

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

Proactive Planning, Not Just Compliance

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

A Full Suite of Tax Specialties Under One Roof

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

Clear Advice Built for Decision-Makers

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

Our Tax Services

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

Our tax solutions include:

Enterprise Business Tax

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

Closely Held Companies

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

International Tax

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

M&A Tax Planning

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

Private Client Services

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

State and Local Tax (SALT)

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

Tax Advocacy and Resolution

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

Tax Credits and Incentives

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

Solutions Built for You

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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International Tax

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

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Tax Credits and Incentives

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

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State and Local Tax

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

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R&D Tax Credits

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

business people working

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

ERTC DELIVERS TAX RELIEF

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

Learn More

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

Mark Hartsell, MBA President, CEO Advisor, Inc.

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.

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

CEO Multi-State Corporation

Tax Leaders Ready To Serve You

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

Tax Credits and Incentives

Turn tax expenses into positive cash flow

A key to your growth can be maximizing federal, state, and local government tax programs designed to stimulate growth, incentivize businesses to join or stay in a community, and spur innovation. When you leverage these opportunities you can significantly reduce your tax burden and funnel capital back into your organization, even for past tax years through amended returns.

Ethics at the heart of tax credits and incentives

The world of tax credits and incentives is, unfortunately, rife with big promises and dangerous repercussions. At MGO, we always put your interests first. In all of our engagements we offer fixed fee rates that are not contingent on what we save you. This helps avoid IRS red flags and delivers you peace-of-mind.

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R&D Costs Now Require Amortization Under Section 174

As of 2022, businesses are no longer allowed to deduct research and experimental (R&E) costs under Section 174. Instead, these expenses must now be amortized over five years (15 years for foreign-based research). 

This change doesn’t just affect startups or high-tech firms — it applies to any business using R&D tax credits or engaging in product, process, or software innovation. 

At MGO, we help clients assess how Section 174 interacts with their tax credit strategy — helping you align compliance with your cash flow goals. Our planning incorporates both the benefits of credits and the obligations of cost treatment, so you’re not caught off guard. 

Learn More

Tax Credit and Incentives Solutions

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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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Work Opportunity Tax Credit

Enhance your tax strategy with our Work Opportunity Tax Credit (WOTC) services. Benefit from potential credits for hiring qualified employees and support diversity.

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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.

Tax Leaders Ready To Serve You

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

Tax Advocacy and Resolution

Enjoy the security of conflict resolution support

Pre-Audit Readiness

Identify potential tax risk areas, prepare for tax agency information requests, and work to resolve issues prior to a tax agency examination.

Audit Representation

We’ll be your guide at meetings with tax agencies, provide consultation on a regular basis, and deliver guidance on a resolution approach throughout the audit process.

Appeals and Offer-in-Compromise

We’ll support the preparation and filing of appeals and offer-in-compromise, and provide related guidance and consultation.

Penalty Abatement and Installment Agreements

Benefit from strategies for obtaining penalty abatements, negotiating installment agreements, and assisting with lessening the tax burden.

Post-Resolution Services

We will provide assistance with staying current on payments and agreements, and providing strategies to avoid repeat issues.

Our promise to you

Preparation is the key

Stay off the radar of tax authorities with our guidance on compliance and documentation best practices.

Peace-of-mind and cooperation

In the event of an audit, our tax professionals know exactly how to deliver what the IRS needs … without increasing your exposure. Let us manage the process so you avoid additional risk.

Optimal outcomes

Our deep experience with the IRS and other tax authorities helps us determine strategies that deliver results that protect the most important asset: your financial future.

Tax Leaders Ready To Serve You

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

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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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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.

State and Local Tax

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Fuel the future of your business

GROW ACROSS STATE LINES

Complying with multi-state tax regulatory and reporting requirements may feel like a time-consuming hassle, but with our guidance, you can reduce your tax burden and deduct major expenses.

Services we offer include:

  • State and local tax compliance
  • Property, sales, and use tax
  • Tax credit consulting, including R&D
  • Credits and incentives
  • Controversy support
  • Excise tax analysis
  • Cultivation tax compliance

Our promise to you

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Guidance where you need us

No matter where you’re doing business in the U.S., our dedicated State and Local Tax team has offices from coast-to-coast and can provide seasoned experience for every major market.

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Stay updated on the latest

As tax codes shift with every election cycle, you need to stay agile and prepared. We’ll do the hard work of monitoring new developments to manage your exposure.

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Capitalize on deduction opportunities

Each tax jurisdiction has unique credits and incentives program. We’ll dig deep on your operation, and the credits you qualify for, to deliver the best value for your business.

Tax Leaders Ready To Serve You

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

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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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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.

State and Local Government

Empowering State and Local Governments to Serve with Confidence

Exceed Expectations

We deliver specialized audit, tax, and consulting solutions tailored to the unique needs of public sector organizations. Our services help government leaders navigate regulatory complexity, enhance transparency, and fulfill their mission to serve communities effectively.

With one of the largest and most experienced State and Local Government practices in the nation, we are here to collaborate with you to bring fresh thinking and dynamic tools to power solutions to the various demands you face.

Who We Serve

MGO’s breadth of experience and focus on communication are the foundation of our ability to deliver service excellence. Capabilities in related specialty areas:

  • Airports and seaports
  • Cities and counties
  • Housing Authorities
  • Metropolitan planning organizations 
  • Nonprofits and community-focused organizations 
  • Prison systems 
  • Public health systems 
  • Public school districts and charter schools 
  • Retirement systems 
  • Special districts
  • Stadiums and other large facilities 
  • Transit authorities and transit districts 
  • Tribal governments 
  • Water, sewer and power authorities 

Guidance for Delivering Public Good

Assurance and Attestation
  • Financial and compliance audits and examinations
  • Performance audits
  • Agreed-upon procedures
Internal Audit and Performance Audit 
  • Internal audit start-up 
  • Risk assessment and audit planning 
  • Internal audit activities 
  • Performance audits 
  • Board reporting 
  • Monitoring corrective actions 
Management Advisory
  • Operational assessments and business process reviews 
  • Technology use and digital maturity evaluations  
  • Performance and effectiveness assessments  
  • Strategic planning and improvements initiatives  
Construction Audit 
  • Pre-award audit 
  • Contract close-out audits 
  • Construction project monitoring  
  • Pay application / invoice audits 
  • Internal control evaluations  
  • Construction fraud risk assessments  
Regulatory Compliance 
  • Performing regulatory gap assessments 
  • Developing policies and procedures 
  • Evaluating and enhancing internal controls 
  • Audit readiness  
  • Training and capacity building 
  • Ongoing monitoring and reporting 
IT Audit and Cybersecurity 
  • Policies, procedures, and practices assessments 
  • IT risk assessment (NIST CSF, ISO27001, CIS, CMMC) 
  • Cybersecurity assessment  
  • Third-party and vendor risk assessment 
  • Security technology architecture review and roadmap 
  • HIPAA Security Rule provisions requirements assessment 
  • HIPAA privacy and security plan 
  • Cloud control frameworks 
Fraud and Forensic Investigations 
  • Conducting fraud risk assessments 
  • Investigating fraud schemes 
  • Evaluating internal controls aimed at detecting and preventing fraud 
  • Implementing ethics/fraud hotlines 
Tax Services
  • Energy tax credits
  • Form 990 preparation and state filing
  • Tax research
Client Accounting Solutions
  • GASB implementation assistance 
  • Managing accounts payable and receivable workflows 
  • Performing journal entry and ledger maintenance 
  • Preparing the organization’s financial statements 
  • Tracking fixed assets and depreciation 
  • Tracking cash balances 
  • Monthly reconciliation 

Solutions Built for You

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State and Local Government Consulting

From internal audit and client accounting solutions to cybersecurity assessments and financial planning, MGO’s state and local government consulting services help cities, counties, utilities, and other state and local government organizations manage resources effectively, navigate compliance, and plan for the future.

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Government Audit

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

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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.

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
View Previous Materials

How to Prepare for a Successful Single Audit

Managing federal awards comes with high expectations, and a single audit plays a critical role in demonstrating compliance and accountability. You need clear, practical guidance to navigate the audit process efficiently and reduce risks that could affect funding and operations.

This e‑book explains what a single audit involves and highlights strategies to help you avoid common pitfalls. Whether you are preparing for your first audit or looking to improve outcomes, this resource helps you approach your next single audit with confidence

Download Now

Government Accounting 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.

Renewable Energy Investments and Credits

Empower Your Green Goals

With a deep understanding of both fiscal and regulatory landscapes, MGO provides businesses, governments, and nonprofits with the strategic insights needed to capitalize on clean energy opportunities. Through our tailored approach, we can assist you to not only meet but exceed your green energy objectives.  

Available tax credits enable entities that have no federal income tax liabilities to benefit from clean energy incentives. Taking advantage of these credits can advance your sustainability goals and improve your financial efficiency. 

Our team is ready to help you harness the power of renewable energy with strategic financial insights and comprehensive compliance support. Discover how elective pay can assist in making renewable energy projects more affordable and accessible. 

Infographic of the primary areas of opportunity for energy credits.

How We Support Your Goals

Identifying Eligible Projects and Bonus Credit Programs Available

We help you identify and pursue renewable energy projects that qualify for elective pay — including solar, wind, geothermal, and other clean technologies — as well as Bonus Credit Programs to maximize return on investment that require a separate application process

Navigating Tax Requirements

Our team provides detailed guidance to help your government agency administer and oversee tax credit programs. We equip you with the necessary tools to manage IRS eligibility requirements for these programs, assisting with the implementation of additional incentives or bonus credits that benefit your constituents.

Pre-filing and Compliance

We have tools that can assist you in navigating the pre-filing registration process with the IRS, helping to handle all documentation and compliance checks seamlessly.

Filing and Maximizing Returns

We assist with the filing of necessary tax returns, including Form 990 or 990-T, Form 3800, and confirm your elective pay election is valid and maximized (if applicable).

Financing Consultations

Our advice includes how bridge or debt financing impacts your tax credit claims, including considerations for tax-exempt bonds. 

Energy-Project-Filing-Timeline

Unlock Clean Energy Tax Credits for Your Government or Nonprofit 

For the first time, state and local governments and nonprofits that do not owe federal income taxes will be able to receive funds through elective pay — equal to the full value of the tax credits — for qualifying clean energy projects and activities. Elective pay enables government entities that have no federal income tax liabilities to benefit from clean energy tax credits. Taking advantage of these credits can advance your government or nonprofit’s sustainability goals and improve your financial efficiency. 

MGO can guide you through this process, helping you understand how to access these benefits and comply with IRS guidelines. Elective pay is only effective for taxable years beginning after December 31, 2022 (i.e., for tax years ending no earlier than December 31, 2023). 

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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