MGO Broadens Presence in California by Combining with Eckhoff & Company CPAs and Advisors

MGO (Macias Gini & O’Connell LLP), a top-100 CPA firm and one of the fastest growing business advisory and accounting firms in the country, has combined with Bay Area-based Eckhoff & Company CPAs and Advisors (Eckhoff). Eckhoff’s team of twenty plus members will join MGO and Eckhoff Managing Partner Michele Hassid will join MGO as a tax principal and lead the San Rafael office.

In addition, the Eckhoff Wealth Management practice will be joining MGO’s wealth management affiliate, MGO Private Wealth. Bruce Frankel, Managing Partner of Eckhoff Wealth Management, will add his extensive financial planning experience and impressive list of high-net-worth clients to MGO Private Wealth.
“With complementary service lines and a likeminded commitment to providing team members with an amazing team member experience, we’re proud to welcome Eckhoff and its team members to MGO,” said Danielle Berg, President & Chief Experience Officer at MGO. “California is a vital market for MGO’s growth and the addition of Eckhoff expanded our talent and resources in the Bay Area. MGO will continue to grow through strategic combinations with leading firms across key markets in the United States.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger commented, “MGO is viewed by their peers nationally as having great leadership and a really cool culture – a melting pot for ambitious talent that wants to grow professionally. They are one of the country’s fastest growing and most admired firms. Eckhoff was one of San Francisco’s most prestigious and sought after firms. They were continuously approached for a merger by other regional and national firms but loved the culture and depth of resources that MGO brought to the table.”

Founded in 1955, Eckhoff provides comprehensive tax and accounting solutions to individuals and businesses throughout the San Francisco Bay Area. The wealth management business started in 2017 with the joining of Bruce Frankel.

Eckhoff’s integrity, honesty, and team-based approach puts their clients’ needs front and center. This client-first service approach, and an impressive client roster of real estate entities and high-net-worth individuals, made Eckhoff an ideal fit to join the MGO team.

“MGO quickly proved itself a likeminded partner that shares our values, our culture, and our commitment to providing world-class financial solutions,” said Michele Hassid, Eckhoff Managing Partner. “We expect a seamless transition for our clients — they will continue to receive the dedication they expect from us now with a broader range of services to successfully manage their financial future.”

With this combination, Eckhoff’s existing clients will gain access to a comprehensive suite of business and financial solutions, including assurance and advisory services, and specialty offerings like R&D tax credits, international tax, transaction advisory, and cyber and information security.

“We are excited to leverage MGO’s expansive suite of services and capabilities for our wealth management clients,” said Bruce Frankel, Eckhoff Wealth Management Managing Partner. “Our practice has always been about offering our clients more value through integrated services. With MGO, our power to provide our clients with specialty tax and advisory services increases exponentially.”

By joining MGO, Eckhoff team members gain access to new opportunities for professional development and advancement. Former Eckhoff team members will continue to operate from the Bay Area as the newest MGO office.