Gregory Miller

Gregory Miller

When Gregory was referred to MGA in the early 90s, he had just taken over his parents’ company. His step-father had recently passed away, and because of his excellent planning, Gregory was already set up to run the business. As you could imagine, there were many moving pieces, so Gregory was pleased to be guided to Russ Miller and the MGA team during this time — which started a long-term relationship that they still enjoy to this day.

But what has kept Gregory around all these years? What made him choose, and stick with, MGA time and time again? His answer is simple. It’s the trusted relationship built and the honest, open guidance that comes along with that. It’s advice based on knowing your personality, your needs, what you would desire for your estate, and more.

Much More Than Just Taxes, We Are a Trusted Partner 

As Gregory tells us: “It is more than just doing your taxes; it’s giving trusted financial advice and looking at the bigger picture. One example that the MGA team advised us on back in the day, which we subsequently implemented, was around a franchise tax. The Texas governor at the time wanted to dramatically change some of the laws, so Russ helped us change from a corporation to a general partnership to circumvent all of those taxes. You’re never going to avoid any and all taxes, but coming up with ways to minimize those taxes and save where you can is something that Russ has always done for us.”

Another area where the MGA team has brought tremendous value to Gregory is through estate planning. When he came on board with MGA, he had just lost his step-father, so most of the big pieces regarding his wishes were already in place. But MGA really helped to continue that, especially with his mother’s estate and offering ways to minimize different taxes in that regard. Russ always came up with creative strategies that represented a good balance between satisfying all their needs and managing the tax consequences accordingly.

Our Trusted Estate Planning Advice Gives Gregory Great Peace of Mind

“In the corporate world, a lot of our customers became our good friends. And that same attitude extends into the people that we do business with. You develop that friendship and trust, and it becomes an integral part of the relationship. So, in sitting down and discussing advice, you can bounce ideas off each other. What about this? What about that? You are doing that with a person who isn’t just a vendor, it’s a trusted friend, and the advice is honest and meaningful. Sometimes it’s what you want to hear, and sometimes it’s not. But knowing that they are laying out all the options is great peace of mind. It’s a friendship that’s comfortable enough to say, I know you’re probably not going to do it, but this is what I recommend.”

Gregory tells us that he has great comfort in the MGA team, knowing that his needs are being looked at from a broad perspective. It’s not just about getting your paperwork and filing your taxes; it’s a detailed, in-depth look at you and your needs and giving sound advice based on that.

In other words, we make the complex simple for Gregory — and have for nearly thirty years.

Click here to read more about how we work with business owners through a wide range of industries.

Swyft Filings

Swyft Filings

Swyft Filings recently celebrated their fifth anniversary, really setting out to make the complex simple for established business owners and start-ups alike.

Over the years, Swyft Filings has grown from an online filing service to help businesses get started to a company that fosters growth through a business’s whole life cycle by helping with things like filing annual reports to stay in compliance, offering a library of searchable legal documents, and assisting with physical mail. This helps them live out their tagline — do what you love and let them handle the paperwork. They handle the behind-the-scenes in the most efficient and affordable way possible using technology, innovation, and automation, so their customers can pursue their passion with confidence.

Swyft Filings and MGA, Working Together With a Shared Passion

The founding team of Swyft Filings came from various backgrounds — legal, marketing, strategy, coding, and the technical side of things were all covered. But one of their blind spots was finance and accounting. So choosing the right accounting partner, someone who could be a real trusted advisor, was one of the most critical decisions they faced as they grew.

As they begin to grow — and very rapidly at that — in both revenue size and number of employees, they knew they needed to find a firm that could keep up and fit their growing needs. As they asked around, Travis tells us that the name MGA came up more than once as a team that could handle quickly growing companies with multiple entities and brands. And when we asked Travis why he and his team decided to partner with MGA, this was his response:

“MGA definitely had an entrepreneurial spirit about it. You could just feel it, and given that we exist to serve entrepreneurs and promote entrepreneurship, we tried to cultivate that internally. That was part of the gut feeling, the natural fit that drew us to MGA — we could feel that same entrepreneurial vibe and spirit inside their firm. Most people think, eh, accounting, boring. But everything from their office culture to their technology to their people, it all spoke to us and truly felt like we had a shared passion.” — Travis Crabtree, Co-Founder of Swyft Filings

The Swyft team takes full advantage of our outsourced accounting services, so they can truly focus on growing their own business. Our Finance Accounting Support Team (F.A.S.T.) provides them with real-time financials that help them make the best business decisions. We took over all of the bookkeeping aspects of their business, and now they can simply log in and have real-time access to their numbers. They always know exactly what’s going on so they can make better decisions day in and day out.

Learn More about How We Work with like-Minded Business Owners

As Travis put it, it truly feels like we have a shared passion when working with like-minded entrepreneurs, especially those venturing into the high-tech scene. Swyft Filings is using technology, innovation, and automation to stay ahead of the curve for their great clients. We are doing the same.

If are looking for a business partner who can keep up with the changing trends and understands the high-tech side of your business because they, too, are staying ahead of the curve, MGA is your answer.

Click here to learn more about Swyft Filings and how they can help you start your business with confidence.

Jewish Funerals USA / Distinctive Life

Jewish Funerals USA / Distinctive Life

Twenty years ago, the funeral service industry started losing its personal touch. The corporate world was buying up all the independent and family-owned funeral homes, putting them all under one corporate umbrella. With this came a personality and philosophy change, as what happens when any family-owned business turns into a corporate-owned company.

That’s where Jewish Funerals USA was born (also known as Distinctive Life — their non-Jewish division). They saw an opportunity to set themselves apart by offering a personalized, family-focused, quality service, all at a fair price. And once people in the community realized they had an option, they responded.

Similarly enough, that’s precisely how and why the Jewish Funerals team chose to partner with MGA. Here’s what Andy Starr, Owner / Executive Director, had to say himself. 

“We started with another accounting firm that was family-run, just like we are. And at a certain point, they decided to sell out to the big boys. As a client, it seemed like there were four sales in a row, and every time I called, there were new names. And the more acquisitions that took place, the less I felt that I had a connection to anyone there, and the less I felt that I could ever call and get an immediate response. Then we found MGA, and we are so thankful we did. They do business the way we do. And any time I’ve needed them, they’ve been very accessible and helpful.”

Good Business Expertise That Spans Every Industry and Niche

At MGA, our primary goal is to make the complex simple — to offer sound business expertise, no matter the industry or niche. We like to grow with our clients, always staying one step ahead for them. And that’s exactly what we’ve offered Jewish Funerals USA / Distinctive Life all these years.

“We are so glad to be with MGA. We need an accounting and financial partner that can grow with us because although it’s not going to get ultra-complicated, we have to have someone who can advise us and make sure we continue to structure our business appropriately as we expand into other areas. Paul has been much more than an accountant for us; he’s advised us on so many business structure issues — like how to restructure debt and use equity most advantageously. He was also incredibly helpful in assisting us with the PPP loan process during the height of the COVID-19 shutdown. Whenever we have any complex business-related questions, the first phone call we make is always MGA.” — Andy Starr, Owner / Executive Director at Jewish Funerals USA

Click here to read more about this Texas-based funeral business — and how we do business just like they do.

Radom Capital LLC

Radom Capital LLC

Just over five years ago, Steve Radom set out with a passion and a vision to acquire and reposition properties, molding them into community-enhancing environments. He wanted to develop projects that he was passionate about, and that’s where Radom Capital was born — a successful Houston-based commercial real estate developer and investor.

Steve was very selective when building his team over the last five years, making sure he chose excellent team members in their respective portions of the work, but most importantly, ensuring that every participant was passionate about their contribution. Choosing to partner with the MGA team from day one was no different — a true testament to our level of care and expertise.

"MGA has always been an integral part of our business. They are the people who, from a planning perspective, counsel us on business decisions. In our line of work, we structure projects and establish new partnerships and entities. It is imperative that we enter new ventures with full consideration of the tax and regulatory complexities. We regard MGA as our trusted counselors and an extension of our company." — Steve Radom, Managing Principal at Radom Capital

During the initial startup, Radom Capital leaned on the MGA team for everything. You name it, and we were there. Our outsourced accounting team helped them with all their bookkeeping and accounting functions. Our technology consulting team advised them on software and platforms to acquire that were specific to the industry. Whatever resources they needed to ramp up their business, we were there offering that to them — truly making the complex simple.

Regarding the future and changing times, Steve trusts the MGA team to have the intelligence and resources to stay one step ahead. Don’t just take our word for it. Here’s what Steve has to say himself:

"Now more than ever, especially with constant changes in regulatory laws and regulations and the evolving environment, it’s critical to have a trusted advisor that has the intelligence and bandwidth to keep up with what is literally, on a daily basis, a changing network of rules, regulations, and opportunities. I have unwavering confidence and belief that the MGA team is on top of everything we are up against and presents the opportunities, making sure we are aware of them.

We have been automating our processes and adopting artificial intelligence, and MGA has helped us implement these strategies. We have been utilizing advice from the MGA team, trying to ensure that the business's technological side becomes more accessible, easier to implement, less expensive, and that we're aware of those opportunities and taking advantage of them."

Click here to read more about Steve Radom’s great real estate venture and how MGA continues to do next level thinking with him and his great team.

Dr. Thomas Arnold, OD

Dr. Thomas Arnold, OD

Dr. Thomas Arnold is a reputable Houston optometrist. He has been practicing for 36 years, and he is also a long-time MGA client. He intentionally keeps quality people in his corner, which he says is key to his success.

“My personal philosophy is that I’m an optometrist. I concentrate on optometry because that’s what I do. And I try to hire the best people I can for other disciplines. I’m not going to try to be the accountant. I’m not going to try to be the attorney. I’m not going to try to be the realtor. I’m an optometrist. So I believe that finding the best people, paying them what they want, and just letting them do their jobs is the way to go. That’s the way I run my business. So I am relying a lot on picking quality people to partner with.” — Dr. Thomas Arnold, OD

The MGA team is the right amount of conservative/aggressive for Tom. We take advantage of what’s on the table while staying within the lines. That’s because we know Tom. We know him on a personal level, and we understand his risk tolerance, his goals, and his priorities. That’s what MGA is all about — taking a personal approach to our client’s unique needs.

We have also been an instrumental part of Dr. Arnold’s exit planning strategy. From the beginning, our personal approach has allowed us to plan ahead together.

“What I would say about Paul and the MGA team is that they have become more than just my accountants. They have become my friends because they really take a personal approach. They just look at the whole person. So for the last 20 years, I’ve been planning this entire journey for my retirement and the next phase. And they’ve been right there with me through it all. So it’s more than a professional partnership, it’s a personal relationship.”

He also talks about MGA continually staying ahead of the curve, which allows us to provide the top-notch quality and efficiency that our clients know and deserve.

“Saying that MGA is cutting edge is such a cliché, but they are — they are forward-thinking. They not only keep up with technology, they kind of lead technology, I think. It’s great. We are all crunched for time, and the computers and electronic medical records and power points of the world take more time, not less. So I’m busier than I’ve ever been in my entire career because you have all these other avenues of things you are maintaining. But the MGA team makes things so easy for their clients.”

In other words, we really do make the complex simple for our great clients, like Tom.

Click here to read more about Dr. Arnold’s story and why he has chosen to partner with MGA for all these years.

Robert Cox & Liz Kirby: Careered Entrepreneurs

Robert Cox & Liz Kirby: Careered Entrepreneurs

Robert Cox and Liz Kirby, who have been business partners for nearly thirty-five years, came to MGA in 2008 as they were looking for someone to help them correct some complex accounting problems.

They are in the insurance industry. They are used to the complexity. In insurance, sure, one plus one still equals two. But the verbiage used is different and can be foreign to those who have never been exposed to it.

It didn’t take them long to learn that MGA was no ordinary accounting firm.

Paul stepped right in to help and was able to understand their books from day one without any guidance. Because MGA knows the ins and outs of the insurance industry, we were ready to dive right in and help them, truly making the complex simple.

But their story doesn’t stop there. MGA works closely with Robert and Liz, always staying one step ahead for their business.

“We look to the MGA team to tell us what’s going on. We trust them to look at the documents we give them from all angles, noticing if they shed light on other issues that should be addressed. We look to them to ask the questions we don’t even know to ask.”

Paul and the MGA team assisted Robert and Liz as they recently sold their great business, when taxes were essential. Paul led them through how the numbers would fall so they wouldn’t be hit with future tax liabilities. He also reviewed the various drafts of the Purchase and Sale Agreement and worked with the attorneys to be sure the structure of the sale minimized the tax to the shareholders.

They both told us that Paul was instrumental in that process.

“Some people don’t want to spend money for a firm like MGA, but I’m not sure why because people like them can save you money in the long run. Making the wrong mistake can cost you with the IRS, so it’s worth it to hire professional experts like Paul and his team. They are very, very good at what they do.” — Liz Kirby

Robert and Liz’s relationship with MGA is an excellent example of how we do things differently. We are their partner and trusted advisors, always offering simple solutions to their complex problems.

To read more about Robert Cox and Liz Kirby’s successful business ventures over the years, click here.

Greenberg & Company

Greenberg & Company

David Greenberg, Founder and President of Greenberg & Company, is a long-time MGA client. As David and his company are out offering the best commercial real estate services to the Houston area, MGA is in the background managing all of their properties’ accounting and finance needs.

Having MGA as a trusted partner gives David peace of mind, allowing him to focus on the things that truly matter to his business, like being there for his clients and offering them the Greenberg experience—not the back-office duties.

“The MGA team is very diligent, very efficient, and offers phenomenal advice on a variety of circumstances that best fit our needs at any given time. It’s comforting to know you’re working with people like that. I like being able to trust the people I work with and also to trust their ability to do what they say they’re going to do. And I have that with MGA.” — David Greenberg

As David’s company has grown throughout the years, we have always been right there growing with them. We continue to provide services that encompass everything they need.

“When it comes to having new things come up, if they don’t have the answers, they get the answers. They are always readily available to assist with different opportunities that come up for our industry, too, like the 1031 tax-free exchange. We are always reaching out to them for their expertise in a multitude of areas.”

Greenberg & Company has put their trust in MGA for nearly thirty years because we do what we say we are going to do, and then some more.

Click here to read more about David’s business journey, and how MGA has been of help along the way.

Nailor Industries and CFO Scott Bork

Nailor Industries and CFO Scott Bork

Scott Bork, CFO at Nailor Industries, and MGA go way back. Scott was part of MGA 15 years ago before setting out on his entrepreneurial ventures. Since then, he’s held different CFO and controller roles which led him to where he is now with Nailor Industries.

His story captures the MGA approach in a highly personal and professional perspective. Seeing MGA from all angles, his story is a testament to us practicing what we preach.

“The one thing that always impressed me with the folks at MGA is their concern about their clients. Besides the compliance, they always wanted to learn more about your business so they could try to help in other ways or save taxes in other areas. That always mattered to me.” — Scott Bork

After Scott joined Nailor Industries in 2016, he had to reevaluate their current accounting firm and get new bids to assess what type of firm would be the best fit for Nailor. MGA was the first firm to come to mind. From Scott’s first-hand experience, the MGA team always went beyond expectations.

Out of the five different firms they bid, Paul Grossbard, partner at MGA, was the only one of the prospective firms who came out to their facility to learn more about their business—not just make the bid.

During that first introductory session, Paul made recommendations that Nailor Industries should do cost segregation studies on buildings they were in the process of finishing. He also made some suggestions to look into the R&D tax credit, as they might be leaving some legitimate tax credits on the table. Even though they had not as yet engaged MGA, Paul provided value-added suggestions to the Nailor team.

This stood out to Steve Nailor, COO. Since then, MGA has been their trusted partner, working together to help the Nailor team succeed.

While many firms say that they put their clients first, we do it. All of our staff, from the partners to the auditors, accountants, and support staff, get to know our clients and their business so we can make strategic recommendations and align ourselves around common goals.

As Scott shares with us, and you, “I will continue to recommend MGA to other business professionals that I know. They are just the first firm I think of when it comes to advisory and accounting services because they practice what they preach. They show interest in your business, and they’re not content with just doing the compliance work. It’s apparent. They want to understand what the company does, so they never leave anything behind.”

Click here to read more about why CFO Scott Bork chooses MGA time and time again.

Stephen Jurgella, CEO Fountain Forward

Stephen Jurgella, CEO Fountain Forward

Stephen Jurgella created Fountain Forward in 2011 with a simple goal in mind: to help solve business owners’ real-life marketing challenges.

Fountain Forward describes themselves as, “A complete outsourced and highly trained marketing team specializing in branding and customer acquisition. Instead of you having one of everyone “in-house,” you can have an outsourced team of subject matter experts there to help whenever you need them.”

Their approach is straight-forward. Just like MGA, they want to make the complex simple for their clients.

Stephen is anything but your average entrepreneur. The energy and passion that he puts behind Fountain Forward is unmatched. His clients trust him to have their best interest at heart. They trust the Fountain Forward team to care for them and get their business to the next level.

Fountain Forward’s success is a testament to the care they have for their clients.

Stephen tells us that he wouldn’t be able to care for his clients the way he does if MGA wasn’t in the background caring for him and his business. Knowing that he has an MGA expert to call at any time of the day for sound advice lets him focus on the road ahead.

When a problem arises, Stephen's first reaction isn't to freak out or make rash decisions. His first reaction is to call MGA, and Partner Brian Miller, in particular.

“Brian took the time to listen to my problems. He took the time to listen to me say, “Hey, I don’t know what I’m doing.” Not coming from an entrepreneurial family, this venture was completely off the cuff for me. I’m good at building brands, growing businesses, and analyzing data. That’s what I do. But I don’t know how to run my books or protect myself from IRS issues. MGA does. Every time I have a need, they are right there, creatively solving my problems. They don’t just say no if they don’t have the answers. They say we’ll help you find it.”

At MGA, our goal is to be our clients’ sounding board. Stephen’s story is a perfect example of that.

Wherever you are headed, MGA is here to help.

To learn more about Fountain Forward and how MGA gives them the confidence to continue pushing forward, click here.

C&D Scrap Metal

C&D Scrap Metal

The Houston-famous C&D Scrap Metal is currently celebrating their 40th year in business. They are a long-time client of MGA, and we are proud to be their partners in success.

Dennis Laviage, owner and CEO of C&D Scrap Metal, tells us, “They are always staying up to date on the new rules and regulations that our government sets in place. At any point in time, if we have an issue of any sort, we can call, and we’re going to get a response from one of their team members.”

C&D Scrap Metal is Houston’s premiere metal recycling facility. Dennis explains to us that it’s much easier to recycle scrap than it is to get the metal out of the ore or the ground. It’s an important industry, as you can’t simply put metal out to waste. So what Dennis and his company are doing is a great way to make that waste valuable again.

As this great company has grown its reputation within the industry and the local community, MGA has been in the background providing insights and technical support. “Any time that we need them, they are there.”

“They are very up on what they do. If any new laws are going to affect us, they’re going to let us know. We have a lot of different needs that require a full-scope firm. Russ and the MGA team are just that. They take care of our business and make sure that we’re legal all the way around.” — Dennis Laviage

As a full-scope accounting and advisory firm, we are here to help you with your unique challenges and needs. Just like Dennis, we will have your back as you grow your business. You will always get a timely response from our team of experts.

Click here to read more about C&D Scrap Metal’s great history and how MGA makes the complex simple for them.