Business Details
5 Years
experience
Trusted Accounting & Tax Advisory Services in Lake Oswego
At MGN Tax & Advisory Group, we bridge the gap between complex financial challenges and actionable strategies to help clients achieve their business goals. Our team combines decades of experience in accounting, tax advisory, and financial management to deliver tailored solutions that minimize tax liabilities and enhance net worth. Founded in 2021 by Michael, a CPA with over 15 years of industry expertise, we specialize in financial statement analysis, tax planning, and performance-driven business strategies.Our professionals have worked with diverse industries, providing innovative, real-world solutions to accounting and tax challenges. We prioritize personalized service, leveraging our deep understanding of local markets and regulatory environments to support sustainable business growth. Our commitment to excellence is reflected in our client-centric approach, ensuring transparency, compliance, and long-term financial success.
Services
Business Advisory
Tax Advisory
Financial Management
Details
- Year established: 2021
Highlights and features
- We offer 15+ years of experience in accounting and tax advisory across diverse industries.
- Our team includes Certified Public Accountants (CPAs) with specialized expertise in financial analysis.
- We provide personalized strategies to minimize tax liabilities and maximize net worth.
- Our innovative solutions address real-world accounting challenges with practical outcomes.
- We serve clients in Portland, Lake Oswego, and Northern Colorado with local market insights.
Services
Business Advisory
Our business advisory services help clients develop and implement strategies to achieve their financial goals. We analyze operations, identify growth opportunities, and provide actionable recommendations. With expertise in financial statement analysis and performance solutions, we support businesses in navigating complex challenges and improving profitability.
Tax Advisory
We specialize in minimizing tax liabilities through strategic planning and compliance-focused solutions. Our team stays updated on evolving tax regulations to ensure clients maximize deductions and credits. From personal to corporate tax returns, we deliver accurate, timely, and cost-effective advisory services tailored to individual and business needs.
Financial Management
Our financial management services include budgeting, forecasting, and performance monitoring to ensure long-term financial health. We help businesses implement robust financial strategies, streamline processes, and maintain compliance. By combining technical expertise with industry insights, we empower clients to make informed decisions and drive sustainable growth.
People
Michael
Partner
Michael is a CPA with over 15 years of experience in accounting and tax advisory. He specializes in financial statement analysis and has worked with diverse industries to solve complex accounting challenges. He founded MGN Tax & Advisory Group in 2021 after holding leadership roles at regional CPA firms.
Jace
Senior Accountant
Jace is a CPA specializing in tax return preparation, payroll, and bookkeeping. He joined MGN Tax & Advisory Group in 2018 after working at MW Orlando CPA in San Diego. He brings expertise in both personal and business tax compliance.
Chris
Staff Accountant
Chris holds degrees in Accounting and Finance. Prior to joining MGN Tax & Advisory Group, he worked as an accountant for KeyLogic Systems, a government contracting firm. He supports clients with accurate and efficient accounting services.
Questions
What services does MGN Tax & Advisory Group offer?
We provide business advisory, tax planning, and financial management services tailored to businesses and individuals.
How can your firm help minimize my tax liabilities?
Our CPAs analyze your financial situation to identify deductions, credits, and strategies that reduce taxable income while ensuring compliance.
Do you work with businesses outside of Lake Oswego?
Yes, we serve clients in Portland, Northern Colorado, Eugene, and surrounding areas with localized expertise.
What industries do you specialize in?
We have experience across diverse industries, including government contracting, retail, and professional services.
Are your team members certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) with advanced degrees and specialized training.
How do I schedule a consultation?
Contact us at 503-329-1824 or visit our Lake Oswego office to discuss your financial needs.
