50 Years of Tax & Accounting Services

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.