MGO to Expand in Los Angeles by Merging in J. Arthur Greenfield

MGO (Macias Gini & O’Connell), a top 50 CPA firm based in Los Angeles, said on Tuesday it will be combining with fellow LA accounting firm J. Arthur Greenfield & Co.

Financial terms of the deal were not disclosed. J. Arthur Greenfield’s team of 20 staff and four partners are expected to join MGO’s Century City office at the end of the year.

“With complementary service lines and a shared commitment to providing team members with an amazing experience, we’re proud to welcome everyone at J. Arthur Greenfield to MGO,” Kevin O’Connell, CEO and managing partner at MGO, said in a press release. “We are headquartered in Los Angeles and thrilled to be able to bolster our capabilities in a great market with a firm of great people that share our values. This is another step as we continue to grow through strategic combinations with leading firms across key markets in the United States.”

Founded in 1920, J. Arthur Greenfield provides audit, business management, retirement planning, and tax services, among others, to high-net-worth individuals and family groups, closely held businesses, and philanthropic organizations in the Los Angeles market.

“MGO is a likeminded partner, sharing our culture, values, and a commitment to delivering tailored and impactful financial solutions,” said Helen Wu, a J. Arthur Greenfield partner who will join MGO as a tax partner. “Our high-net-worth clients will experience a seamless transition and continue to receive the dedication they have come to expect from us, coupled with a broader range of services to successfully manage their financial future. We are thrilled to join MGO’s incredible group of professionals and to plug into MGO’s state-of-the-art technology platforms.”

With this combination, J. Arthur Greenfield’s existing clients will gain access to MGO’s suite of business and financial solutions, including assurance and advisory services, and specialty offerings, like international tax, state and local tax, trust and estate planning, strategic planning for businesses, wealth management, and family office services—as well as broader tax advisory services.

Allan Koltin, CEO of Koltin Consulting Group who advised both firms on the combination, said, “With J. Arthur Greenfield, MGO continues its journey of finding best-in-class CPA and advisory firms to combine with, as J. Arthur Greenfield is a preeminent tax and high-net-worth firm in Los Angeles and was sought after by many suitors. It chose MGO for the firm’s entrepreneurial culture and its depth of resources and service offerings for its clients.”

MGO, which had revenue of $134.4 million during its most recent fiscal year, has 14 offices in six states.