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.