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State and
Local Tax

With over 80,000 tax jurisdictions in the US alone, doing business across state and local lines presents a myriad of opportunities and risks. Rulings like Wayfair present increased complexity for fast-growing companies.

Detailed Focus

Recent Tax Code changes are upending decades of entrenched thinking about state and local taxes. MGO helps companies stay up-to-date on the latest nuances of credits, incentives, nexus statutes, and more.

Tax Services

State and Local Tax

Complying with multi-state tax regulatory and reporting requirements can feel like a time-consuming hassle, but when executed optimally, organizations can lower their tax burden and deduct major expenses, like those related to R&D. MGO provides clients with multi-state tax compliance and planning services informed by industry experience and deep knowledge of tax codes.

State and Local Tax Services

Specialty Services

Proven CPA & Advisory Solutions

State and Local Tax Services

Specialty Services

Proven CPA & Advisory Solutions

State and Local Tax Compliance
Property & Sales & Use Tax
Tax Credit Consulting, including R&D
Credits and Incentives
Controversy Support
Excise Tax Analysis
Cultivation Tax Compliance
Featured Insights

Emerging Perspectives on Tax

The complex and evolving nature of tax codes – at International, Federal, and State and Local levels – creates opportunities to gain competitive advantage for the proactive and well-informed.

MGO’s leading team of tax specialists regularly publish news, articles and thought leadership detailing emerging opportunities and risks focused on helping our clients lower their tax burden and achieve strategic growth.


IRS “Dirty Dozen” Part 3: Consumer-Targeted Scams to Avoid in 2022

We broke down the first four “Dirty Dozen” scams and the fifth pandemic-related Dirty Dozen scam addressed by the Internal Revenue Service (IRS) to prevent…


IRS “Dirty Dozen” Part 2: Pandemic-Related Scams to Avoid in 2022

In June, we broke down the first four “Dirty Dozen” scams addressed by the Internal Revenue Service (IRS) to prevent taxpayers from falling susceptible to…


The IRS Warns Taxpayers about Four “Dirty Dozen” Tax Scams to Avoid in 2022

The Internal Revenue Service (IRS) released a warning on June 1, 2022, to alert taxpayers to the first four “potentially abusive arrangements” on its Dirty…


How Does the Rise in Interest Rates Impact You?

For the second time in 2022, the Internal Revenue Service (IRS) has announced an interest rate increase of 1% for both overpayments and underpayments for the…


New York and California Pass-Through Entity Tax Election: June 15 Deadline Reminder

Passthrough entities and their owners need to act soon to take advantage of SALT Cap Workarounds (i.e., “Passthrough Entity Taxes,” or “PTETs”).


Understanding New Employer Reporting Requirements for New York State

As of January 1, 2022, New York employers must report new hires who are listed as independent contractors with contracts more than $2,500.


Unclaimed Property is All the Rage in California

This tax season California regulators have updated requirements, instituted an amnesty program, and launched new fraud prevention efforts in an effort to…


SALT Transfer Pricing Enforcement Is Increasing – How to Defend Your Transfer Pricing

Once primarily an international tax issue, transfer pricing has become increasingly important at the state and local tax (SALT) level. With states…


The Suspension of Certain IRS Automatic Notices May Pose A Trap for The Unwary Taxpayer

The IRS entered this filing season with an historic backlog of several million original and amended returns filed by individuals and businesses that have not…


The IRS Again Eases Schedules K-2 and K-3 Filing Requirements for 2021

The IRS has announced additional relief for those pass-through entities that are required to file two new tax forms — Schedules K-2 and K-3 — for the 2021…


How To Navigate New Pass-Through Entity Schedules K-2 and K-3 to Avoid Confusion When Filing

The IRS has introduced Schedules K-2 and K-3. Both are meant to expand upon items of international relevance to the owners of the entities.


California Taxpayers to Benefit from Expanded SALT-CAP Workaround, Corporate Breaks

On February 9, 2022, Governor Gavin Newsom signed SB 113, enacting several taxpayer-friendly updates for 2022.


California’s Workaround to the Federal Cap on the State Tax Deduction

Utilizing the new workaround to the $10,000 limitation on the federal deduction for state and local taxes (SALT).


The Requirements for R&D Tax Credit Claims

On October 15, 2021, the Chief Counsel’s office released memorandum number 20214101F in response to questions from IRS officials in the Large Business &…

Tax Alert

Debate Continues in Congress Over Proposed Tax Changes

Negotiations continue in Washington, D.C. over the future of President Biden’s agenda.

Great People Define Our Success

Our people are the cornerstone of our success: a proven team of CPAs and Advisors with expertise in fields that range from finance, audit and accounting to performance management, technology and cybersecurity.

Discover what makes MGO a truly uncommon firm, our people.


Nolan Shutler

State & Local Tax

How can we help?

Every day we help organizations optimize their tax position by getting the most from credits, incentives, and other deductions. How can we help?

+1 866.355.2453