MGO CPA

IT Consulting

Transform your enterprise

Protect your organization with technology built for your needs:

  • Perimeter Security Assessment
  • Physical Security Assessment
  • Policies and Procedures Practices Assessment
  • IT Risk Assessment
  • Third-Party (Service Providers) Assessment
  • Security Technology Architecture Review and Roadmap
  • HIPAA Security Rule Provisions Requirements Assessment
  • HIPAA Privacy Rule Provisions Requirements Assessment
  • HIPAA Privacy and Security Plan
  • Cloud Control Framework
  • IT Sarbanes-Oxley (SOX) Compliance

Managed risk is your reward

Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.


Protect your organization from cyber threats

This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.

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CybersecurityBreachRoadmap

Our promise to you

Holistic solutions

The right technology solutions must support every function within your organization. We’ll help identify, implement, and support the right tools for you.

The power of connectivity

Opportunity moves at the speed of light and you can’t be slowed down by your tech stack. We’ll help optimize performance so you can do business anywhere and anytime.

Digital agility achieved

Stay ahead of emerging threats and the competition, with technology tools engineered to boost enterprise performance.

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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Cybersecurity

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

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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.

International Tax

Bring value home with global tax support

Inbound Corporate Tax

For foreign entities entering the U.S. market we help coordinate business activities by establishing and optimizing import/export deals, avoiding a U.S. taxable presence, or creating an entity. We also support inter-company transactions through collaboration with our Transfer Pricing practice.

Outbound Corporate Tax

We help public and private U.S. entities entering foreign markets. Services we provide include:

  • Coordination with foreign offices/affiliates
  • Foreign tax credit (FTC) planning
  • Anti-deferral regime avoidance
  • Controlled Foreign Corporation (CFC)
  • Subpart F Income Minimization
  • Net Controlled Foreign Corporation (CFC) Tested Income (NCTI), this regime, formerly known as Global Intangible Low-Taxed Income (GILTI), was updated and renamed by the “One Big Beautiful Bill Act” (OBBBA)
  • Passive Foreign Investment Company (PFIC)
  • Earnings and profits (E&P) and dual consolidated loss (DCL) accounting
Flow Through/Private Equity Tax Services

Whether an inbound or outbound entity, we assist private equity, venture capitalists, asset managers, and other investment groups explore and enter global markets. In addition, we help foreign flow through entities invest in U.S. businesses and capital markets.

U.S. Global Employer Services

We assist employers in sending employees abroad (expats) or having foreign employees enter the U.S. (impats). Our services include developing global compensation plans, including pensions, deferred compensation, and stock options; and hypothetical tax computation (hypo-tax) to confirm employers and employees are taking full advantage of totalization agreements.

Supply Chain Management

Our phased approach helps public and private multinationals achieve a tax-efficient supply chain. Services are customizable to each level of a company’s life cycle and are performed in conjunction with our Transfer Pricing practice to confirm functions and profit allocations are appropriate.

International Tax Controversy

We assist taxpayers with international tax audits as well as submission to IRS programs, such as the streamlined filing compliance procedures, Delinquent International Information Return Submission Procedures (DIIRSP), handling specified procedures for waiver requests and delinquent IRS Form 1120-F, and other IRS matters.

Indirect Taxes

Consulting services involve assisting clients with value added taxes (VAT), Goods & Services Taxes (GST/HST/PST), and U.S. customs and duties. We also coordinate with a foreign office – whether an MGO affiliate, foreign law firm, or foreign accounting firm. Our compliance support focuses on assisting clients with foreign compliance calendars.

Foreign Tax Compliance

Consulting support includes OECD Pillar Two modeling for clients and assistance with planning for minimization of worldwide taxation. These services strictly involve income or direct taxes. Our compliance services focus on assisting clients with foreign compliance calendars.

Private Client International Tax

Through our Private Client Services offering, you can close the gap between yourself and cross-border activities. Whether you’re a U.S. citizen with foreign assets or a foreign individual with U.S. assets, our approach includes income tax minimization and transfer tax minimization techniques.

Other International Tax Matters

We provide a wide range of industries with guidance for specific nuances in international tax, including tax-exempt entities, entities operating in the cannabis space, as well as reviewing OECD matters and their implications.

Our promise to you

Limit your global tax rate

Every transaction, whether in-bound or out-bound, creates tax exposure. We’ll help you manage that risk and bring home more profits.

We speak business

With shifting tax laws in every jurisdiction, we have the resources to dive into the details and help you enhance the value of global investments.

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Avoid double taxation

We’ll help you design and implement an effective and defensible transfer pricing policy that saves you time and money.

Take a proactive approach against IRS issues

Mock Audit

Take a proactive stance against potential IRS issues with our transfer pricing mock audit service, IRS Pre CheckUP. Our team conducts a thorough review of your current methodologies, assesses compliance with relevant regulations, and provides a detailed heat map of potential risks. We offer specific recommendations to address problem areas and assist with implementation to help your company be fully prepared in the event of an IRS audit. If you are concerned about exposure, get your IRS Pre CheckUP today.

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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.

Internal Audit, Risk, and Compliance

Solutions built for you

Internal Audit

By improving the effectiveness of controls, risk management, and governance practices, you can attain superior operational performance and be better prepared to manage enterprise risks. We support risk assessments, audit planning, and perform audits on out-sourced, co-sourced, and consultation-based arrangements.

Enterprise Risk Management

Proactive action to identify, mitigate, and limit opportunities for risk can have a transformational effect on your operations. Our professionals utilize the COSO (Committee of Sponsoring Organizations) framework to assess the effectiveness of risk responses against operational, financial, and compliance risks; offer solutions to improve efficiency; work to align risk strategies with business goals; and ultimately design and implement enterprise risk management processes.

Vendor Contract Compliance

Business contracts are nuanced, complex, and essential to business revenue and compliance concerns. MGO offers comprehensive services to assess royalties, licensing, distribution, advertising, intellectual property, and other forms of agreements. A detailed assessment can result in steps to recover lost revenue while maintaining beneficial relationships with clients and vendors.

Anti-Money Laundering Assessment

Regulatory entities have enacted complex requirements to reduce graft and fraud, including the FINRA Rule 3310, Bank Secrecy Act (BSA), USA PATRIOT Act, Gramm-Leach-Bliley Act, and Office of Foreign Assets Control (OFAC). We offer guidance for navigating compliance requirements while also proactively reducing opportunities for fraud enterprise-wide.

Sarbanes-Oxley and System Organization Controls

Consistent Sarbanes-Oxley (SOX) 404 compliance is essential to shareholder, public, and regulatory confidence. Whether an organization is planning to institute SOX processes or optimize existing programs, MGO’s experienced consultants provide readiness assessments, sustainability assessments, and documentation and testing services that deliver effective SOX compliance activities.

Regulatory Risk

Falling out of regulatory compliance can have a major impact on market confidence, licensure, and the ability to operate. We will review all financial and operational areas at risk and work to optimize your compliance controls and processes.

Operational Assessment and Gap Analysis

Uncover inefficiencies and operational flaws with a detailed review of a specific function or assessment of your operational infrastructure. We’ll assess performance against industry/peer benchmarks and provide details of opportunities for improvement.

Organizational Contract Compliance

Review all procurement policies and organizational contracts to confirm proper third-party provider and vendor relationships.

Internal Controls

To provide support for non-public companies. We’ll take a holistic view of your internal control environment to assess strength and effectiveness and measure performance against best practices and industry/peer benchmarks.

Our promise to you

Ease compliance burdens

Complex regulatory demands can undermine your growth. Let us do the hard work so you can rest easy.

Manage enterprise risk

Risk factors abound for even the most careful organizations. We’ll help focus on the details to identify small cracks before they become big problems.

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Launch growth initiatives

Protect value behind layers of controls so you can deliver the market confidence you need to elevate performance.

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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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.

Closely Held Companies

At MGO, we understand managing the financial and tax needs of closely held businesses requires personalized attention and a deep understanding of your unique challenges.  

Whether you are an entrepreneur, a family-owned business, or a partnership, our team provides customized tax strategies that align with your business goals and help you navigate the complexities of today’s tax environment. 

How we support your closely held business

Comprehensive Tax Planning and Compliance

Succession Planning and Exit Strategies

For closely held businesses, future planning is essential. Whether you are thinking about passing the business on to the next generation or preparing for a sale, our team can guide you through the process. We help you develop a succession plan that preserves your legacy while addressing tax implications and facilitating a smooth transition.

Entity Selection and Structuring

Choosing the right business structure is crucial for tax efficiency and asset protection. MGO offers advice on the best entity type for your business, whether it is a sole proprietorship, partnership, S corporation, or LLC. We help you understand the tax implications of each option and assist in setting up the structure that best supports your long-term objectives.

Family Business Consulting Services

Family-owned businesses face unique challenges — from governance issues to intergenerational wealth transfer. Our consulting services focus on fostering business growth while maintaining family harmony. We assist with everything from setting up family councils to addressing estate and gift tax planning, so your family business can thrive for generations to come.

Bookkeeping and Financial Reporting

Accurate financial records are the foundation of a successful business. Our bookkeeping and financial reporting services are tailored to the needs of your small business. We help you stay on top of your financials, making informed decisions easier and more efficient.

Tax Credits and Incentives

Small businesses often overlook valuable tax credits and incentives that can significantly reduce their tax burden. Our professionals help you identify and claim available credits — such as the Research and Development (R&D) Credit or energy-efficient property deductions — so you can take full advantage of every opportunity.

Tax Advocacy and Resolution

Dealing with the IRS can be intimidating for any business owner. Having experienced representation during an audit, tax dispute, or other issues with tax authorities is critical. MGO advocates on your behalf, working to resolve matters efficiently and favorably.

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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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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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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.

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.

Hospitality

Experienced accounting and consulting professionals at your service

In the competitive hospitality sector, working with a seasoned accounting and consulting firm can transform your business. Our team can help you enhance your revenue streams and keep your expenses in check, fostering robust financial health.  

From hotels to restaurants (fast food to fine dining) and everything in between, we offer customized solutions to help your hospitality company maximize margins in areas such as inventory management and staffing. Our experienced professionals make navigating the complexities of tax benefits less daunting, while also helping you identify and mitigate potential risks from market volatility or regulatory changes. 

For businesses considering expansion, our consulting services provide comprehensive support throughout the transaction — offering due diligence and integration strategies to position you for success. 

Scalable resources to help you serve

Outsourced Accounting
  • Accounting services 
  • Accounting system setup 
  • Credit card processing 
  • Financial reporting 
  • Tax credits & incentives 
  • General ledger & payroll management 
  • Monthly reconciliations 
  • Transaction processing 
Outsourced Staffing, Controller, & CFO Services
  • Best practice implementation 
  • Budgeting & forecasting for strategic planning  
  • Cash management & forecasting  
  • Consolidation, external, & board reporting 
  • Financial guidance & leadership  
  • Interim controllership services 
Audit and M&A Preparation
  • Audit readiness and support 
  • Accounting standard implementation 
  • Operational business changes 
  • Public financial statement preparation 
  • Support for acquisitions, integrations, & reporting 
  • Specialized accounting and reporting needs 
Internal Controls Assessment & Implementation
  • Internal controls, policies & processes 
  • Entity-wide risk assessment 
  • Gap analysis 
  • Special project management 

Solutions Built for You

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Tax Services

Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.

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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.

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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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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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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.

Government Audit

Support to foster public trust

Financial Audit

Provide transparency and confidence that financial records provide fair and accurate representation.

Financial Review

Deliver a comprehensive overview of your entity’s financial state, effectiveness, and outlook.

Single Audit

Get a comprehensive third-party assessment of financial and operational effectiveness in compliance with federal requirements.

Agreed-Upon Procedures

Take a close look at a specific area of your organization and get a fact-based report detailing financial and operational particulars.

Cost Allocation

Align direct and indirect costs to gain a full picture and deliver optimal financial performance.

Our promise to you

Support for effective stewardship

As you undergo detailed and thorough assurance procedures let us provide a helping hand to limit the burden and provide accuracy.

Technical support for shifting guidance

Every update to GASB standards has widespread impacts on your organization. We stay up-to-date, and participate in rule-making committees, to provide you with the latest guidance.

Care for the climate and your people

Constituents are demanding transparency for environmental and social impact. Our leading ESG practice can help evolve your reporting to meet these new demands.

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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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IT Consulting

Leverage the latest technologies to power efficiency throughout your organization and protect your critical data.

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.

Access client training
built for your needs

SLG University

We’re proud to host client training sessions to provide updates on the latest regulatory changes and growth opportunities. Sign up for our newsletter to see upcoming sessions.

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Governance, Risk, and Compliance

Put our team to work for you

FRESH IDEAS FOR YOUR FUTURE

As you seek competitive advantage in a complex regulatory environment, managing risk and maintaining compliance must be a central focus. We’ll help you with enterprise-wide coordination of internal audit, controls, compliance, and reporting activities to establish a multi-tiered structure focused on protecting value and powering performance.

Solutions Built for You

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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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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.

Industry 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.

Fraud and Litigation Support

Protect your organization

Fraud Investigations

Identifying fraud is only the first step. What follows are sensitive recovery activities that include conducting a comprehensive investigation, pre-suit considerations, the litigation itself. All of which must be managed precisely so a judgment or restitution award is ultimately collected.

Litigation Support

We provide litigation support and expert witness testimony for situations requiring a professional recognized by the court as having expert knowledge about evidence. We provide extensive experience in financial, accounting, tax, and regulatory issues.

Fraud Risk Assessment

An effective fraud prevention program begins with a holistic assessment that identifies and tests existing internal controls. The resulting report will identify, analyze, and evaluate risks, giving your organization’s controlling body the necessary information to update or develop internal controls.

Digital Forensics Services

Modern fraud investigations often required highly-specialized skill managing electronic devices and evidence trails. Our Forensic Services team has experience capturing, authenticating and analyzing data, evidence, or information from electronic devices.

Third-Party Vendor Kickbacks

Kickback schemes are one of the most common, and difficult to identify, forms of fraud. Because kickback schemes aren’t easily observed in an organization’s books and records, the procedures require an investigator who thoroughly understands the industry and notices discrete red flags indicating a bribery or kickback arrangement.

Employee Embezzlement Investigations

Identifying employee fraud and misuse is a sensitive matter that can be conducted by “following the money” to both collect evidence of the crime, identify leads in the investigation, and ultimately identify assets subject to forfeiture.

Improper Revenue and Expense Recognition

Premeditated misrepresentation, misstatement, or omission of financial statement data to misrepresent the financial strength of an organization is a common, difficult to trace, fraudulent activity requiring specialized investigative techniques.

Anti-Bribery and Corruption Investigations

The Foreign Corrupt Practices Act (FCPA) and UK Bribery Act, are examples of anti-bribery and corruption regulations related to uncovering fraudulent practices in domestic and overseas operations. Our Forensic Services team offers invaluable knowledge of these regulations that enables us to identify and resolve sensitive, complex regulatory issues.

Our promise to you

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Reliable guidance

Our Certified Fraud Examiners and risk management professionals have seen it all and will bring that experience to rooting out fraud in your organization.

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An ounce of prevention

Stop fraudulent intent in its tracks with a proactive policy that seeks out opportunity before it becomes reality.

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Support through every stage

Uncovering fraud may just be the first step to making it right. We’re with you all the way, including providing expert witness testimony, so you can achieve justice.

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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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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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.

Financial Advisory

Tactical resources where and when you need us

Specialized Support

Transformational opportunities don’t wait until you’re ready. Act decisively with support from experienced professionals who can implement processes and provide analysis and guidance that empowers you to focus on growth.

Solutions Built for You

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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Technical Accounting

Leverage MGO’s Technical Accounting for state controllers reports, technical R&D, and more. Enhance your financial operations now.

Industry leaders ready to serve you

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

Environmental, Social, and Governance

Put sustainability within reach

ESG Training and Development
Program Assessment and Gap Analysis
Audit Readiness

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

Green, Social, and Sustainable Bonds

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

Due Diligence for M&A

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

Reporting and Disclosures

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

Outsourcing and Staff Augmentation

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

Risk Assessment and Mitigation

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

Our promise to you

See the big picture

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

Prepare for regulatory demands

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

Deliver confidence

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

Consulting leaders ready to serve you

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

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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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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.

Entertainment, Sports, and Media

Bespoke Financial Planning for Entertainers, Creators and Professional Athletes

MORE MONEY … MORE OPPORTUNITY

Whether on the court, in the studio, or on the big screen, all eyes are on you as you build a career leveraging your unique talents. The convergence of digital technologies is revolutionizing the way content is being created, distributed, and monetized. You need to work hard to stay at the forefront, seizing opportunity to put your name in the lights … and avoid risks that could undo all your hard work.

As your financial world gets more complicated, we are here to break it all down so you can make the important decisions without getting bogged down in the details. With trusted guidance, we’ll help you build a financial foundation that provides opportunities now and long into the future.

Unified Approach to Your Financial World

Now is the time to maximize the impact of your success. Our holistic approach is designed to align all the elements of your financial life under a single plan. Working closely with your entire team of advisors, we coordinate and optimize efforts so we are all focused on achieving your goals.

Business Management

Budgeting, Planning, and Cash Management

  • Bill Pay and Cash Flow Management
  • Budgeting and Projections
  • Expense Payment
  • Cash Flow Analysis
  • W-2 and 1099 Preparation
  • Payroll Administration
  • Entity Structuring
  • Coaching, Planning, and Tracking
  • Personal CFO Services
Specialty Consulting Services

Brand Licensing, Publishing, and Royalty Consulting

  • Licensing, Royalty, and Publishing Accounting and Deal Structuring
  • Royalty Audits
  • Specialty Tax and Incentives (IP, R&D, Capital Gains Tax, Transfer Pricing)
  • Digital Asset Accounting

Name, Image and Likeness (NIL) Planning

  • Financial Structuring of Contracts and Endorsement Deals
  • Tax Requirements
  • Loan Out Company Structuring
  • Attorney Liaison on Deal Points

Touring and Performing (including International)

  • Tour Budgeting, Planning, and Analysis
  • Tour Accounting
  • Payroll and Payouts
  • Currency Optimization
  • Insurance and Risk Management Planning
  • State, Local, and International Tax Planning
  • Financial Management of Vendors

Catalogue Consulting

  • Deal Structuring and Guidance (Leasing, Masters, Digital, etc.)
  • Selling and Tax Mitigation (Capital Gains)
  • Securitization of Catalogue

Film, TV, Streaming, and Media Production

  • Budgeting and Analysis
  • Payroll and 1099s
  • Production Accounting and Tax
  • Specialty Deduction and Credits
Tax Planning and Structuring

Individual Tax Compliance and Planning

  • Income Tax Preparation (including Estimates)
  • Multi-State Tax Compliance
  • Investment Income Reporting
  • Tax Credits and Deductions
  • Entity Structuring
  • Tax Strategies for Business Ownership
  • Review and Tax Strategies for Salaries, Winnings, and Performance Fees
  • International Tax Planning
  • Estate Tax Planning

IRS Representation

  • Tax Attorney Representation and Testimony
  • Offers-in-Compromise
  • Settlement Negotiation
  • Tax Controversy Support
Financial Lifestyle Design

Bespoke Family Office Solutions

  • Wealth Advisor Selection and Integration
  • Investment Analysis and Management
  • Estate, Trust, and Retirement Planning
  • Trust Will and Power of Attorney Reviews
  • Philanthropic Planning

Insurance Consulting and Risk Management

  • Risk Analysis and Insurance Assessment
  • Life, Disability, and Long-term Care Insurance Planning
  • Business Insurance

Major Asset Purchases and Experience Planning

  • Vehicles
  • Real Estate
  • Art and Luxury Goods
  • Concierge Network

Entertainment, Sports, and Media Playbook

You’ve worked tirelessly to fuel your success. Now your focus is on growing your wealth, leveraging your position, and securing a legacy you can be proud of. We’re here to simplify your financial life and deliver the attention and care you deserve.

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The Athlete’s Financial Handbook

A clear, athlete‑first guide to managing money with confidence on the field and long after you leave it.

Guidance where you need it, when you need it.

Download now

Industry 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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Business Management

For more than four decades, we have worked with entertainers, athletes, and creatives. Our job is simple: streamline your financial world, protect your success, and position you to build lasting wealth and a legacy you can be proud of.

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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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International Tax

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

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Closely Held Companies

Simplify your financial landscape with tailored tax guidance that helps you protect what you have built and plan for a prosperous future.

Empowerment Zone Employment Credit

Key Benefits of EZEC

  • Community-Focused: Available to employers who support the community by hiring residents who both live and work within empowerment zones. 
  • Significant Savings: Receive up to $3,000 per eligible employee annually, fostering local employment and economic growth. 
  • Strong Incentive: Benefit from a credit calculated as 20% of up to the first $15,000 of qualified wages paid to each eligible employee per year. 
  • Ongoing Opportunity: Extended through 12/31/2025, this incentive is designed for long-term community development and business planning. 

Eligibility

  • Local Employment Commitment: Employers must hire residents of empowerment zones who perform all their services within that zone for the employer. 
  • Calculated Benefit: The credit is a percentage of qualified wages, reinforcing your investment in creating enduring local employment opportunities. 
Empowerment-Zones

Additional Considerations for Growth 

When evaluating the potential for business relocation, expansion, or simply maximizing current operations, geographic incentives such as EZEC should be top of mind. In collaboration with our Credits and Incentives and State and Local Tax practices, we help you navigate the intersection of opportunity zones, tax benefits, and business strategy.  

Where your business chooses to grow has significant implications. The empowerment zone must house your principal business activity, ensuring that your growth directly contributes to the revitalization of the community. By aligning your business objectives with the goals of EZEC, you not only benefit from considerable tax incentives but also play a pivotal role in stimulating local economic development. 

Our team is 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 Our team is ready to assist you in maximizing the potential of EZEC. We offer a comprehensive assessment of your eligibility, the potential benefits, and guidance through the complexities of claiming credit. With a focus on empowerment zone criteria and qualifications, MGO is dedicated to helping your business confidently capitalize on this opportunity..