Tax & Advisory.

Compliance + Planning = Our Passion

Our goal, plain and simple, is to help improve your competitive advantage through tax solutions. Being boring tax profesionals mean we're happiest being the unsung heroes in the background who are keeping vigilant eyes on all aspects of the tax implications you face and sharing expertise that helps you make the best decisions.

Our Corporate Tax Services.

Our service level goes far beyond tax planning and compliance routines. We're proud to be perfectionists who thrive on diving deep into the details. We work fastidiously to protect our reputation and your financial success. We go over things again and again (and once again) to make sure you have the information and results you need. Services include:

  • Tax Outsourcing
  • Joint Venture and Pass-throughs
  • Subchapter C Tax Services
  • Strategic Tax Reviews
  • Tax Controversies

 

Multi-talented with Multi-state Tax Issues.

Our 360-degree approach is designed to ensure that your tax exposure is reduced and your business opportunities are maximized. MGO clients that operate in complex state, county and local jurisdictions depend on us to deliver optimal tax solutions that align with their goals. Services focus on: 

  • Sales and Use Tax
  • State Income and Franchise Tax
  • State Tax Controversies

 

Private Client Advisement.

We offer a full range of independent, objective financial planning and tax services to high net-worth individuals and families, and to owners and executives of closely held businesses. We understand your need for trustworthy, reliable advice and work tirelessly to help you achieve your financial goals, addressing:

  • Business Succession Planning
  • Family Wealth Planning
  • Estate, Gift, Trust and Charitable Consulting
  • Family Office Services
  • Individual Income Tax Planning and Compliance
  • Partnership and Private Equity Services
  • Tax Controversies

Need boring tax resources? Visit MGO Perspectives for articles and trends.