Services

Trager, Kevy & Trager’s myriad of services enables clients to navigate the challenges of today’s labyrinth of taxes, regulations and financial concerns.

Our broad-range of professional services include:

Accounting and Auditing

  • Compilations, reviews and audits of financial statements
  • Attestation engagements, including reports on internal control, compliance and other non-financial information needed by our clients

Taxation

  • Tax preparation and planning
  • Representation before the Internal Revenue Service and other tax authorities
  • Tax and estate planning

Management Consulting Services

  • Guidance on obtaining business financing
  • Business plan preparation
  • Merger and acquisition strategies

Comprehensive Financial Planning

  • Long-term tax, investment, estate, retirement, succession and education planning