Experience matters. No matter where you are in your journey, we have services and expertise to meet your near-term and long-term needs. At Trager, Kevy & Trager Group Inc., we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
We believe that there is a correct tool for every job and we have built out a selection of services and specialties to solve and or prevent any challenge a business may face.
- Tax Preparation & Compliance
- Tax Planning & Strategy
- Estate Planning
- Tax Controversy
- International Tax
- Tax Credits & Incentives
- Fractional CFO
- Monthly Accounting Services
- Mergers & Acquisitions
- Financial Statements, Compilations, & Review
- Accounting and Business Software Consulting
- Business Formation Management Advisory
- Transition Planning
- Financial Crisis Planning
Tax Preparation & Compliance
We don’t believe that anyone can have a tax plan without doing tax planning. Trager, Kevy & Trager is here to work with you, throughout the year, so you can have successful finances outcomes. We are up-to-date on all tax laws, whether they be local, state or federal, so that we can guide our clients and their businesses into compliance and a low audit-risk environment.
Tax Planning & Strategy
We are dedicated to proactive tax planning. Our approach is holistic – considering your present needs and obligations as well as the impact we can have on your future through diligence and forethought. Our seasoned tax professionals will craft bespoke strategies, aligning with your unique financial framework, to harness opportunities and mitigate potential liabilities.
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Trager, Kevy & Trager Group Inc’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Trager, Kevy & Trager’s leadership and professionals have been navigating the complex waters of working with tax authorities at the federal and state level for decades. Our experience allows us to handle tax audits, liens and other issues, as they arise for our clients, swiftly and with deftly.
As globalization continues to reshape the business landscape, the intricacies of international tax become increasingly critical. Companies expanding across borders or engaging in international ventures face a web of diverse tax regulations, treaties, and compliance requirements. Our team, steeped in global tax knowledge, is committed to helping businesses navigate these complexities with precision and strategic foresight.
Tax Credits & Incentives
Credits and incentives are powerful tools that offer tangible opportunities for business growth. Expertly navigating these avenues, our team empowers clients to capitalize on these financial opportunities of savings, credits, and long-term strategic momentum.
Companies with limited resources can access the skills and knowledge of a CFO even before they require a full time executive.. Our CFO services provide the same benefits as a full-time chief financial officer or controller without the full-time expense. We create a financial administration and planning structure that is tailored to the needs of each company, based on dash-boards and key performance indicators.
Monthly Accounting Services
From start-ups to established enterprises, our clients rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Trager, Kevy & Trager Group’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
Mergers & Acquisitions
Mergers and acquisitions (M&A) can be the bridge between growth and stability – the twin pillars for businesses of all kinds. We understand that the M&A journey is not a one-size-fits-all affair. Our M&A-trained specialists are dedicated to tailoring the process to your unique needs.
For a business to be successful accurate cash flow and projection analysis is essential. The team at Trager, Kevy & Trager works closely together with our clients to review all financial statements, data and financial reports in order to create an accurate forecast. Your future is in the data – use what you have to get where you’re going.
Financial Statements, Compilations, & Review
Clear and accurate financial statements are essential for any thriving business. They provide a snapshot of your financial health, guiding decisions and instilling confidence in stakeholders. Our team specializes in taking your financial data and shaping it into concise, comprehensible reports.
Accounting and Business Software Consulting
Having the right accounting and business software can significantly enhance your operations and decision-making processes. With numerous software solutions in the market, it’s paramount to select the one that suits your accounting needs. Our team, deeply rooted in accounting expertise as well as techonology, is here to provide consultative guidance in making the right software choices.
Business Formation Management Advisory
Success in business is a combination of hard work, wise decisions, timing and luck. Trager, Kevy & Trager can help you gain a better understanding of your financial situation. Our team will create a customized accounting system that provides instant access to vital financial information as well as year-end reports.
Transition, whether it’s business succession, ownership change, or structural evolution, marks a critical and inevitable phase in an organization’s life cycle. Planning for these shifts is imperative to ensure continuity, safeguard legacy, and maximize value. Our team, working closely with your stakeholders, will craft transition strategies tailored to the unique dynamics of your business.
Financial Crisis Planning
Unforeseen challenges can emerge at any juncture, and the ability to address them decisively can make the difference between resilience and long-term repercussions. A robust crisis management strategy is not just about mitigating risks but steering the organization toward recovery and growth. Our team is dedicated to helping businesses anticipate, respond to, and recover from crises with agility and foresight.
- Legal & Professional Services
- Healthcare Providers
- Retail Stores
- Real Estate
- Private Equity & Portfolio Companies
- Restaurants & Franchise Groups
Legal & Professional Services
Our years of experience in the legal sector enables us to foresee challenges before they develop into problems, regardless if they are accounting, finance, or tax related. We understand the necessity of keeping competitive in an ever changing marketplace, and we can create conditions that are exactly right for your business flourish.
Pharmacies face intricate financial challenges, from managing inventory costs to ensuring regulatory compliance in a highly regulated industry. We help track expenses, manage cash flow, and ensure precise record-keeping, crucial for compliance with pharmaceutical regulations and tax reporting.
Healthcare organizations operate within a highly regulated and complex financial landscape, where precise record-keeping, compliance, and cost management are paramount. We are well-versed in healthcare-specific tax considerations, including Medicare and Medicaid reimbursement, medical expense deductions, and healthcare compliance regulations.
Retailers operate in a dynamic and competitive environment, with multipart financial transactions, inventory management, and sales tax considerations. We will assist in tracking expenses, managing inventory turnover, and optimizing cash flow, all while ensuring accurate financial reporting.
Hotels operate within a multifaceted financial landscape, involving revenue streams from room bookings, dining, events, and more. We will assist in budgeting, expense tracking, payroll management, and optimising revenue management systems.
Real estate transactions involve complex financial structures, property investments, and a multitude of tax considerations. We assist clients in property portfolio management, tracking income and expenses, and optimizing tax strategies, including deductions and credits specific to real estate holdings.
Nonprofits operate within a unique financial landscape, characterized by diverse funding sources, grant compliance, and stringent reporting requirements. We will assist in financial statement preparation, grant tracking, and compliance with nonprofit-specific tax regulations. Moreover, we are well-versed in identifying available tax exemptions, deductions, and credits that can maximize the financial resources available to nonprofits.
Private Equity & Portfolio Companies
Trager, Kevy & Trager utilizes its industry expertise and operational insight to deliver value to clients across the spectrum, spanning from private equity firms and their portfolio companies to family offices. This encompasses providing value at both the fund level and throughout the entire portfolio.
Restaurants & Franchise Groups
Restaurants function in a fast-paced and often complex environment, where managing expenses, revenue, and compliance with tax regulations can be challenging. We will assist in tracking and categorizing expenses, optimizing inventory management, and ensuring accurate payroll processing.
A medical practice, a retail store, an insurance agency and a restaurant each have unique accounting and tax needs, so it’s important to find a New York metro area accounting firm that understands the difference.
At Trager, Kevy & Trager Group Inc., we make sure we understand how our clients’ businesses operate, so we’re able to provide the specialized accounting services they need.
- Financial Crisis Planning
- Transition Planning
- Management Advisory
- Mergers And Acquisitions
- Business Formation
We are Trager, Kevy & Trager
Feel what it is like to be a TKT client
Focus & Service
New York business is our business
50 years of it
We forge enduring partnerships with our clients by deeply understanding their ambitions and their challenges. Together we will create strategies to discover opportunities, minimize risk, and optimize outcomes.
We forge enduring partnerships with our clients by deeply understanding their ambitions and their challenges. Together we will create strategies to discover opportunities, minimize risk.
You are in good hands
Clients benefit from Trager, Kevy & Trager’s profound experience in interpreting today’s ever-changing, complicated tax laws and regulatory environment. Plus, our commitment to conveying important information and business advice — in a most timely manner — enables clients to make informed and productive financial decisions.
Equally important, Trager, Kevy & Trager partners, with our phone-call-away accessibility and diligent management of each and every account, ensure that clients receive the highest level of professional service. Client satisfaction ranks as our top priority.