Teams at MGO (Macias Gini & O'Connell LLP)

Supervise business management services for high-net-worth and entertainment industry clients. Oversee accounting operations, cash management, payroll, accounts payable, financial reporting, tax support, financing packages, and complex accounting matters. Serve as the primary client relationship manager, resolve engagement issues, and supervise, mentor, and review Account Managers and support staff while communicating risks and opportunities to partners.

Leads complex high-net-worth tax engagements, including individual, trust, estate, gift, partnership, and pass-through returns. Provides strategic tax planning, wealth preservation, succession, and income-tax guidance to affluent clients, families, family offices, and closely held businesses. Manages client relationships, tax research, examinations, engagement delivery, and team development while supporting business growth and practice expansion.

Lead tax planning, compliance, and accounting services for high-net-worth individuals, executives, entrepreneurs, and closely held businesses. Prepare and review complex tax returns, resolve accounting issues, oversee client engagements, support audits and reporting, advise clients, and mentor team members.