Mike, a Tax Partner at MGO, has more than 28 years of experience in public accounting and tax planning, and he has served a variety of businesses in the high-technology, consumer product, software, biotech, life science, healthcare, manufacturing, construction, professional service, and not-for-profit industries.
He also has experience in the tax credits and incentives area. He is a nationally recognized leader in the Federal Credits and Incentives Tax. He has conducted over 450 research credit studies for numerous companies in various industries, and has served as a representative before the IRS and state taxing authorities to support and defend numerous research credit claims for taxpayers. Mike has consulted on many other tax incentives related to domestic production, accounting methods, federal and state grant programs, and energy/“green” tax incentives including energy efficient building incentives. Mike has assisted clients in savings millions of tax dollars with the above incentives.
He also has experience in financial accounting, reporting and management, auditing, and individual and business income tax. Mike has supervised compilations, audits, and reviews for various clients, including small and medium-sized businesses. In addition, Mike has extensive experience in providing income tax planning, consulting, and compliance services. He has assisted individuals with income tax planning and has been involved in wealth transfer strategies by transferring business ownership to the next generation, thereby saving the client substantial estate tax.
Over the course of his career, Mike has also been involved in the following areas: Tax Compliance, Corporate and Individual Tax Consulting and Planning, Estate Planning and Consulting, Tax Credits and Incentives Consulting-Federal and State, Corporate-Wide Accounting Policies and Procedures, Corporate and Organizational Development, Contract Negotiations, M&A Assimilation, and Seller and Buyer Tax Due Diligence.
Prior to joining MGO, Mike was a Tax Director with Hall & Company based out of Irvine, California. Earlier in his career, Mike was the Managing Director at CBIZ MHM, LLC where he led the firm-wide National Federal Credits and Incentives Practice.
Throughout Mike’s career, he has authored several publications and conducted numerous presentations on current tax legislation, research and development tax credit issues, and other tax related business incentives (The Tax Advisor, AICPA, ProVisors, San Diego Business Journal, and CFO.com).
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