Elevate Your Real Estate Portfolio with Strategic Insights
OPENING THE DOOR TO GROWTH
At the core of every real estate project are financial principles that demand meticulous calculation, continuous review, and strategic adjustment. We help developers, property owners, investment firms, and family offices build real value by aligning their business objectives with tax, consulting, and assurance strategies. Our mission is to strengthen your financial position — assisting you in securing capital, navigating regulatory landscapes, and capitalizing on tax advantages — so you can focus on uncovering your next big opportunity.
Navigate Every Investment Stage
From acquisition to exit and beyond, gain the insight you need to make smarter decisions, manage risk, and drive long-term value. Get your copy of The Real Estate Investor’s Lifecycle Playbook.
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.
As a real estate investor, developer, or property owner, you’re always looking for ways to increase profits and reduce costs. A cost segregation study is one of the most effective tools available to accelerate tax deductions, reduce taxable income, and improve cash flow.
For governments, businesses, or nonprofits seeking financial incentives for renewable energy investments, understanding and utilizing available tax credits and funding mechanisms is essential.
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.
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.
Benefit from a top-performing accounting function with tactical support.
Are You Leaving Money on the Table?
real estate owners:
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
Take the assessment now and find out if you’re a good candidate for a cost segregation study.
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.
Regardless of industry, companies are potentially eligible to save up to 15% of qualified research expenses if their activities meet the following requirements, known as the four-part test.
1. Qualified Purpose
Activity must relate to a new or improved product or process, formulation, invention, software, or technique that results in increased performance, function, reliability, or quality.
2. Technological in Nature
The activity fundamentally relies on a hard sciences, such as engineering, physics, chemistry, biology, or computer science.
3. Technical Uncertainty
There must be uncertainty concerning the capability to develop, method of developing, or appropriate design of a new or improved product or process at the outset of the project.
4. Process of Experimentation
Substantially all of the activities are undertaken to eliminate or resolve technical uncertainty. This process involves an evaluation of one or more alternatives and is performed through modeling, simulation, systematic trial and error, or other methods.
Qualifying R&D expenses
Costs related to R&D activities may be eligible to be expensed immediately to reduce overall tax liability. Qualified R&D costs can potentially include these four categories.
1. Wages
For employee wages to qualify, they must perform research activities, like the following:
Conducting or executing the qualified research
Supervising the qualified research
Supporting qualified research
2. Supplies
Supplies used to conduct research may qualify if they are tangible properties directly used in research activities that were not capitalized or depreciated. A common example is raw materials used to fabricate and test prototypes.
3. Contract Research
Valid contract research expenses must include time spent conducting or executing qualified research performed by a contracted third party and not the business entity itself.
To qualify contract research, a business must:
Maintain substantial rights to the research performed; and
Bear the economic risk of the contractor’s development.
4. Computer Rental/Lease Costs
This can include the purchases and maintenance of technology used in pursuit of research. Payments made to cloud service providers may also qualify if those payments are related to hosting new or improved software.
Our promise to you
Cost-free assessments
Your day-to-day tasks may qualify for significant R&D tax credits. Our team is happy to review your organization to assess eligibility.
Access what you deserve
If you haven’t been taking R&D tax credits, it’s not too late. We’ll review past returns and identify any missed opportunities.
Your benefit is our only goal
Our flat-fee, no contingency approach is focused on getting you defensible credits with limited risk.
Section 174: The Hidden Factor in R&D Tax Planning
Starting in 2022, companies are no longer allowed to fully deduct research and development (R&D) expenses in the year they’re incurred. Under Section 174 of the tax code, these costs must now be amortized over five years for U.S.-based R&D or 15 years for foreign R&D expenses.
Even if you’re claiming the R&D tax credit under Section 41, you must still amortize qualified research expenses on your tax return.
This shift has two major implications:
Increased taxable income in the near term due to delayed deductions
Heightened IRS scrutiny if R&D credit claims and Section 174 cost treatments aren’t aligned
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.
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.
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.
As a financial leader, you’re under mounting pressure to deliver results in an increasingly unpredictable market. Whether your goal is to land a game-changing transaction, power portfolio company returns, or structure a new fund, we provide the detailed guidance to uncover value throughout the investment lifecycle.
Accelerate Strategic and Financial Growth
Target and acquire assets
Qualify growth opportunities with detailed due diligence and maximize value throughout the transaction with advance guidance for integration and tax structuring.
Whether at the level of portfolio or an individual company, assess and optimize performance by streamlining operations, maximizing revenue, and limiting risk.
Deliver optimal value at the end of the deal life-cycle with technical support for an IPO, sell-side M&A consulting, and optimal tax structuring to limit risk and power profits.
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.
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.
Yarik Kim, CPA, CFA
Financial Services Industry Leader | Consulting Partner
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.
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.
Precision, insights, and confidence delivered to you
Financial Statement Audit
Your performance validated by our exacting methodology and reported with human care.
International Audit
Reliable assurance support no matter where you do business across the globe.
Compilations and Reviews
Targeted assurance support that delivers confidence where you need it most.
Our promise to you
Delivering confidence to who matters most … you
Your audit should not only serve the needs of your stakeholders, investors, and regulators. It must also give you the confidence and clarity to take your organization to the next level..
Custom approach engineered for you
Your audit must be shaped to meet your specific needs. Our partner-led services begin with one-on-one consultation that determines our approach from beginning to end.
Efficiency and vision
Utilizing the latest technologies, we quickly process and assess mountains of data, so you understand the full spectrum of risks and opportunities facing your organization.
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.
Bringing Confidence and Clarity to Your Financial Life
You’ve worked tirelessly to achieve your success, dedicating time and energy to building the life you’ve envisioned. Now, as you focus on preserving and growing your wealth, you aim to create a legacy that reflects your values and secures your future.
At MGO, we bring confidence and clarity to every aspect of your financial life. From strategic tax planning, compliance, and estate structuring to business management services (like budgeting and cash flow management) to private wealth solutions (such as investment planning and insurance reviews), we provide a comprehensive range of services designed to simplify complexities and deliver results.
Our approach starts with a deep understanding of your story, values, and priorities. By integrating tax planning, financial strategy, wealth management, and succession planning, we create a unified strategy tailored to your goals. Whether you’re navigating major life transitions, managing a family business, planning for the next generation, or improving your tax position, we provide solutions that allow you to focus on what matters most.
Knowing your financial affairs are handled by experienced professionals gives you peace of mind. Together, we will help you simplify today’s challenges and build a secure and prosperous future that honors the legacy you’ve worked so hard to create.
Private Wealth Management
Take control of your financial future with personalized strategies that simplify complexities and reflect your values. Our solutions are designed to address every aspect of your financial life, helping you make informed decisions and achieve your long-term goals.
Goal setting, planning, and oversight: Develop personalized financial goals and implement a comprehensive plan to achieve them, with ongoing guidance and oversight to help you stay on track.
Investment management: Tailored investment strategies to help grow and protect your wealth — including portfolio management, risk assessment, and diversification to align with your priorities.
Estate planning: Create a detailed estate plan to distribute your assets according to your wishes while helping to reduce tax liabilities and legal complications for your heirs.
Life transition planning: Experienced guidance through major life changes — such as retirement, inheritance, or selling a business — providing stability and confidence during critical transitions.
Insurance and risk management: Evaluate, implement, and manage insurance solutions to help safeguard your assets and mitigate financial risks.
Private banking: Access exclusive banking services, including bespoke solutions and personalized financial advice tailored to your unique needs.
MGO’s tax planning solutions help you navigate complex regulations, reduce tax burdens, and achieve tax-efficient strategies tailored to your goals. Whether you’re managing personal or business-related tax concerns, we provide clarity and confidence in all aspects of tax compliance and planning.
Individual tax compliance: Verify compliance with federal, state, and local tax regulations while mitigating liabilities and avoiding penalties.
International tax planning: Navigate the complexities of cross-border tax laws and develop strategies to refine your global tax position.
Business impact planning: Assess and plan for the tax implications of critical business decisions, mergers, and acquisitions, with a focus on enhancing tax efficiency at every stage.
Estate tax: Implement strategies to help manage estate taxes and protect wealth transfers to future generations.
IRS representation: Professional support and representation in IRS audits, disputes, and other interactions to reduce stress and safeguard your interests.
Real estate analysis: Tax-efficient strategies for real estate investments and transactions, including structuring deals to help increase returns.
Cross-border tax: Guidance for managing tax obligations across multiple jurisdictions to maintain compliance and reduce exposure.
State residency planning: Plan for state residency changes to enhance tax benefits and meet long-term financial goals.
Business Management
Simplify the complexities of managing your business finances with tailored strategies designed to create efficiency, reduce risks, and drive growth. Whether you’re an entrepreneur, business leader, or managing a family office, our solutions provide the clarity and support you need.
Budget planning and management: Create and oversee budgets that drive financial stability, support strategic goals, and promote long-term sustainability.
Bill pay and cash management: Streamline bill payments and improve cash flow with tailored solutions designed to keep your operations running smoothly.
Real-time reporting and communication: Gain access to up-to-date financial reporting with clear communication that keeps you informed and in control.
Personal CFO services: Comprehensive financial management solutions tailored to your unique needs, providing the oversight and insight of a dedicated financial professional.
Insurance consulting and risk management: Conduct in-depth insurance reviews and implement risk management strategies to help protect your business and personal assets.
Family Wealth Solutions
Preserving family wealth is about more than financial management — it’s about building a legacy that reflects your family’s shared vision and values. At MGO, we offer personalized solutions to simplify wealth transfer, guide succession planning, and empower future generations to steward your legacy with confidence.
Family mission, vision, and values: Define and document your family’s mission, vision, and values to guide financial decisions and create alignment across generations.
Estate and trust planning: Develop and manage trusts and estate plans to support the efficient transfer of wealth while helping to reduce tax liabilities and avoid legal complications.
Family harmony and succession planning: Facilitate open and transparent family discussions to foster collaboration, resolve conflicts, and support seamless transitions during succession.
Family tree and generational education: Equip future generations with wealth management principles and the tools they need to take on leadership roles as responsible stewards of your family’s legacy.
Strategic Advisory Services
Navigate complex decisions with confidence using MGO’s strategic advisory services. We work closely with business leaders, entrepreneurs, and family offices to address key challenges, align priorities, and develop actionable plans for growth and stability.
Leadership transitions: Guide leadership changes, whether in family businesses or professional organizations, to promote continuity and alignment with long-term goals.
Operational optimization: Identify inefficiencies and implement strategies to help streamline workflows, improve decision-making, and increase profitability.
Change management: Support organizations and families in navigating transitions such as mergers, acquisitions, or restructuring, with an emphasis on minimizing disruption.
Organizational alignment: Help families, leadership teams, and stakeholders align around shared goals to enhance collaboration and accountability.
Risk management and resilience planning: Develop plans to prepare for and mitigate risks, helping to safeguard your organization against economic, operational, or external uncertainties.
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.
As Internal Revenue Service (IRS) funding increases, leading to more rigorous enforcement of transfer pricing regulations, your company faces a growing need to make its compliance bulletproof. Our IRS Pre CheckUP service is designed to help your business identify and rectify potential weaknesses in transfer pricing and international tax documentation and practices before facing an actual IRS audit. Our service provides detailed, actionable advice to improve your documentation and practices in U.S. international taxation and/or transfer pricing, enhancing overall compliance. By tackling these issues proactively, you can avoid the excessive costs and disruptions typically associated with official IRS audits. Schedule your IRS Pre CheckUP at any time of the year, allowing flexibility to meet your company’s specific needs and resource availability.
Comprehensive Services for Enhanced Compliance and Strategic Support
In-Depth Audit Analysis: Utilizing updated IRS manuals incorporating the latest changes in law and our own methodologies, we go beyond typical IRS audit processes to deliver you a comprehensive assessment — supplemented with industry-specific knowledge tailored to sectors like technology, manufacturing, and more.
Integrated Services for International Tax and Transfer Pricing: We combine international tax service consulting with transfer pricing to help you address cross-border tax issues extensively and holistically.
Tax Controversy Support and Strategic Planning: Get support in navigating IRS audits and tax controversies, and assistance with strategic planning and risk management to identify and mitigate potential future risks. Or simply improve your IRS audit readiness.
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.
Power Your Efforts to Develop Treatments for Rare Diseases
Pharmaceutical companies face significant financial challenges when developing treatments for rare diseases, often called “orphan diseases”. With limited patient populations, these endeavors can seem economically unviable. The Orphan Drug Tax Credit (ODC) addresses this by offering a substantial tax incentive to encourage investment in life-saving treatments.
Key Benefits of the Orphan Drug Credit
Significant Tax Savings
The ODC allows you to claim up to 25% of qualified clinical testing expenses, making it easier to invest in orphan drug development.
Comprehensive Coverage
The ODC covers 100% of qualified contract research expenses and includes foreign clinical testing expenses under certain conditions.
Dual Tax Credit Opportunities
Your company can claim R&D and ODC credits in the same tax year (provided you meet the criteria for each), maximizing financial support for diverse medical research.
Extended Support Timeline
You can claim the ODC for expenses from the Federal Drug Administration’s (FDAs) orphan drug designation date to the drug’s approval date, ensuring extended financial support.
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.
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.
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.
Helping you help your constituencies through independent financial statement auditing and consulting services
Strategic Solutions
Organizations we serve:
Nonprofits
Foundations
Professional organizations
Higher education entities
Charter schools
Elevate Your Nonprofit’s Mission
Since our inception more than 35 years ago, MGO has helped nonprofit organizations by providing assurance and consulting services to determine financial hygiene and operational effectiveness. Our knowledge and experience include community service organizations, charitable foundations, higher education institutions, and much more.
Financial Statement Audits
Independent auditing services of your financial statements.
Single Audits
As required for many organizations receiving federal funding.
Reviews and Compilations
A less stringent version of financial statement audits often required by lenders and other interested parties.
Employee Benefit Plan Audits
403(b) audits
Accounting and Outsourced Controller or CFO Services
To provide accurate and timely reporting; these services cannot be performed for attestation clients, and are designed for organizations needing more sophisticated finance and accounting experience but only on a fractional basis.
Form 990 Preparation
The federal form required for many nonprofit organizations.
Internal Audit
Assessments and recommendations for an organization’s processes and internal controls related to financial reporting.
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.
Unlock Sustainable Growth and Profitability for Your Business
At MGO, we leverage our experience across multiple industries to help your organization unlock its full potential. By reviewing thousands of financial statements, general ledgers, and supporting documents, we have found that even successful companies often leave money on the table by failing to:
Diversify revenue streams: Evaluate customer segments and reinvest in existing customers.
Focus on customer loyalty: Enhance customer satisfaction, loyalty, and retention.
By addressing these areas, businesses can achieve sustainable profitability and generate higher returns for stakeholders.
Capitalize on Emerging Opportunities
Our experienced team of professionals provides an unbiased perspective to help your business stay ahead of the curve. We thoroughly examine financial records, performance metrics, and contractual agreements to identify areas for improvement, allowing you to make informed decisions that can drive profitability and give your business a competitive advantage.
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.
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.
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.
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.
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.
In manufacturing and distributing, you are constantly facing new challenges: how to grow your business in new territories; how to deal with supply chain disruptions; how to integrate new technology, manage cashflow, and comply with safety, environmental, and industry regulations.
At MGO, we have redefined consulting services for the manufacturing and distribution sector, emerging as architects in this dynamic field. Specializing in audit, tax, and strategic consulting, our holistic services are engineered to help you elevate your operations and secure industry leadership.
Our deep knowledge in critical areas such as capital raise preparation, R&D tax credits, and strategic growth planning helps your business not only meet but exceed its objectives. Trust MGO to align our cutting-edge solutions with your ambitious goals.
Tailored Solutions Geared to Meet Your Goals
Service/Solution Alignment
Focused on your strategic objectives, our services span audit and assurance, tax consulting, and strategic business consulting. We can help guide you on everything from R&D tax complexities and specialty tax planning to digital transformation and operational improvement initiatives.
Holistic Service Offerings
Leverage our wide-ranging knowledge in audit, tax consulting, and strategic business consulting, tailored for the manufacturing sector’s growth, operational efficiency, and innovative solutions. Navigate international tax, digital transformation, and more with a client-focused, one-stop service commitment, fostering independence and strategic success.
Deep Tax and Regulatory Knowledge
Master tax planning, state and local tax (SALT), and incentives with experience and strategic insights into regulatory environments. Help your business not only stay ahead but also maximize opportunities and minimize risks effectively.
Consulting Beyond Compliance
Leverage strategic business consulting and risk management to support your growth and sustainability. Our consulting services, enriched with enterprise risk management insights and more, are tailored to drive your long-term goals.
2025 Outlook for Manufacturing CFOs
Discover how 68% of CFOs plan to grow revenue — and the moves they’re making now. From GenAI adoption to tax strategy, get insights that help you lead with confidence.
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.
Manufacturing and Distribution Leaders Ready to Serve You
Discover our team of industry-focused practitioners, equipped with deep knowledge in manufacturing and distribution, ready to steer your business to new heights of success and innovation.
Could your organization be working faster or more efficiently? Is one area slowing the entire enterprise down? We’ll conduct a deep analysis to produce actionable insights that help you reduce costs and unleash growth potential.
Organizational Assessment
Reorganize or pivot to compete in today’s fast-moving marketplace. Whether you need a moderate restructuring or a complete overhaul, we provide value-added support for cross-functional change that optimizes financial, operational, and strategic performance.
Business Analytics
Advanced analytics and big data can help you uncover opportunities to optimize operations or access transformational growth. Deriving value from business analytics requires the right mix of technological tools and strategic guidance. We provide analytical support that mines complex data sources for operational insights and growth opportunities.
Revenue Optimization
Stagnant or declining revenue can be an opportunity to reassess critical functions and strategic initiatives. We offer comprehensive solutions that assess financial performance and provide actionable solutions to strengthen revenue cycles.
Supply Chain Optimization
The global pandemic showed how fragile many supply chains are. Take a proactive approach to establishing secure vendor relationships and optimizing distribution to protect enterprise value.
Policy and Procedure Review
Support to confirm that all internal control policies and procedures are of adequate strength, are being followed, and are reviewed and updated on a regular cycle.
Our promise to you
Optimize performance
To efficiently move forward all your processes must agree on the end goal. We’ll work to align your enterprise so you take the most direct path to growth.
Uncover hidden value
Sometimes an objective opinion is the key to seeing value in the details. We’ll review your organization and provide guidance you can rely on.
Converting data into excellence
You’re producing reams of data, but are you receiving actionable insights? Utilize technology tools to make informed and strategic decisions.
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.
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.
Sarbanes-Oxley (SOX) and System Organization Controls (SOC)
Regulatory risk
Operational risk, compliance, and controls
Fraud risk assessment
5th Annual Global Operations Center
Meet MGO India
MGO India is the cornerstone of MGO’s expanding global operations. Our Global Operations Center (GOC) enables us to provide you with continuity, scalability, and integration. The GOC leverages MGO’s pool of highly talented professionals, leading-edge technology, and processes within a secure digital work environment.
Integration with the GOC provides you with the opportunity to focus on your core business, solve capacity issues, enhance productivity and overall service quality, reduce costs, and achieve long-term sustainable goals.
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.
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.
