Tax & Advisory Services

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.

How we do it:

  • Prepare tax returns for individuals, privately held businesses, not-for-profits, trusts and estates, foundations and more.

  • Maximize outcomes and efficiencies for you business

  • Manage any complex local, federal, state and international tax issues

  • Be on-time and complete

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.

  • Proactive Approach: Anticipating regulatory shifts to position you favorably in both current, emerging, and future tax environments.

  • Optimal Structuring: Designing tax-efficient configurations for business operations and transactions, balancing benefits with minimal exposure.

  • Future-focused Insights: Offering clear perspectives on the potential tax implications of your business choices, ensuring enduring profitability and resilience.

Estate Planning

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.

Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Tax Controversy

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 the legal representative for both individuals and businesses facing matters before state and federal tax authorities, Trager, Kevy & Trager will execute on your appeals and post appeals during the various stages of dispute resolution.  You will be in good hands. Let’s face this, together.

International Tax

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.

  • Cross-Border Tax Strategies: Crafting tax-efficient approaches for businesses operating in multiple jurisdictions, ensuring compliance while optimizing savings.

  • Global Transfer Pricing: Advising on pricing strategies for intercompany transactions, ensuring they align with global standards and reduce audit risks.

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.

  • Identification & Analysis: Uncovering tax credits and incentives specific to your industry and business model, maximizing your entitlements.

  • Strategic Application: Facilitating the application and documentation process with accuracy, ensuring the highest probability of approval.

  • Continuous Monitoring: Staying attuned to changes and developments in tax landscapes, so you’re always informed about new incentives and alterations to existing ones.

Client Accounting & Advisory Services

Fractional CFO

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.

These services include but are not limited to:

  • General ledger and financial statement preparation

  • Accounting system setup and support

  • Bookkeeping (Monthly, quarterly, or annual)

  • Litigation support

  • Payroll processing

  • Personal financial statements

  • Corporate tax planning and return preparation

  • Employee benefit and profit-sharing plans

  • Cash flow budgeting and forecasting

Mergers & Acquisitions (M&A) Services

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.

  • Strategic Analysis: Unraveling whether M&A aligns with your business’s vision and objectives.

  • Risk Assessment: Delving deep to pinpoint and navigate potential challenges.

  • Benefit Realization: Ensuring the transaction amplifies value for your stakeholders.

  • Due Diligence: A thorough review and investigation for a cohesive unison.

  • Post-Merger Integration: Crafting strategies for a harmonious amalgamation, from operational functions to organizational culture.

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.

  • Compilations: Assembling your financial data into organized and clear statements that provide a genuine reflection of your business’s financial standing.

  • Reviews: Delving into financial statements to ensure their reliability and precision.

  • Custom Financial Statements: Designing statements tailored to meet specific needs, whether they’re for stakeholders or aligning with industry benchmarks.

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.

  • Software Selection Advisory: Leveraging our deep understanding of accounting to help you identify the software solutions best aligned with your business’s unique needs.

  • Optimization Guidance: Providing advice on how to maximize the features and capabilities of your chosen software, ensuring you get the best value from it.

  • User Training Recommendations: Directing you to the best resources or training modules to ensure your team is proficient and confident in using the software effectively.

Business Organization & Growth

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.

Mergers & Acquisitions

Mergers and acquisitions are becoming more important for companies’ growth and continuity however many investors and companies are unaware or only partially aware of the many different paths they may take. Our M&A specialists will examine the entire process and determine the risks and benefits so that you can choose the best path forward for your company.


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.

Transition Planning

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.

  • Succession Planning: Ensuring smooth leadership transitions that uphold the company’s mission, vision, and values for the future.

  • Ownership Transfer Advisory: Providing insights and guidance on the myriad financial, operational, and legal considerations associated with ownership changes.

  • Operational Transition Guidance: Advising on best practices to ensure seamless shifts in company structure, operations, or strategy with minimal disruption.

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.

  • Crisis Anticipation & Preparedness: Evaluating potential vulnerabilities and formulating proactive strategies to mitigate impact and accelerate recovery.

  • Response Coordination: Assisting in real-time decision-making and communication strategies during crises, ensuring clarity, and decisive action.

  • Post-Crisis Analysis & Recovery: Reviewing the crisis response, drawing lessons, and refining strategies for future resilience.

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