Business Details
Certified Accounting & Tax Advisory in New York
Trager Kevy & Trager is a full-service certified public accounting firm with decades of experience navigating complex tax laws and financial challenges. Our team of seasoned professionals specializes in tax planning, estate management, international tax strategies, and advisory services tailored to businesses and high-net-worth individuals. By staying ahead of regulatory shifts and leveraging deep industry expertise, we help clients minimize audit risks, optimize financial outcomes, and build long-term stability.With a focus on personalized service and proactive problem-solving, we serve clients across the New York metro area and nationwide, offering Fractional CFO support, M&A advisory, and customized accounting systems. Our commitment to excellence is reflected in our partnerships with leading industry organizations and our dedication to delivering timely, actionable financial guidance.
Services
Tax Preparation
Estate Planning
Fractional CFO
Mergers & Acquisitions
Financial Crisis Planning
Accounting Software Consulting
Highlights and features
- We offer 50+ years of combined experience in tax law and financial planning.
- Our team provides proactive strategies for international tax compliance.
- We deliver customized accounting systems for businesses of all sizes.
- Our Fractional CFO services reduce costs while maintaining expert oversight.
- We specialize in crisis management and audit dispute resolution.
Associations and certifications
- National Conference of CPA Practitioners
Services
Tax Preparation
We prepare accurate tax returns for individuals, businesses, trusts, and nonprofits while minimizing audit risks. Our team stays current with federal, state, and local regulations to ensure compliance and optimize outcomes. Clients benefit from timely filings and strategic documentation that aligns with evolving tax codes.
Estate Planning
Our estate planning services ensure smooth asset transfers while minimizing tax burdens for beneficiaries. We create customized frameworks addressing wills, trusts, and succession strategies for both personal estates and business ownership transitions. This includes compliance with changing inheritance laws to protect client legacies.
Fractional CFO
This service provides scalable CFO expertise without full-time costs, creating financial dashboards and KPI-driven strategies. Ideal for growing businesses needing strategic guidance in budgeting, cash flow management, and operational efficiency improvements through tailored financial frameworks.
People
Michael Trager
Partner
CPA with expertise in tax planning for high-net-worth individuals and businesses. Holds MBA in taxation from NYU. Serves on boards of community organizations including Holocaust Memorial Tolerance Center.
Mark Mayoka
Managing Partner
35+ years of experience in M&A advisory and international tax strategy. Authored 'Financial Crisis Planning for Small Businesses.' Serves on professional boards including AICPA and NCCPAP.
Brittany Mayoka
Principal
Key leader in tax advisory services with focus on corporate compliance and strategic planning. Holds CPA certification and contributes to development of firm's technical standards.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, payroll processing, financial statement preparation, and customized accounting system setup for small businesses.
Do you handle international tax compliance?
Yes, our team specializes in cross-border tax strategies and global transfer pricing for businesses operating internationally.
Can you assist with estate tax planning?
We help clients minimize estate tax liabilities through strategic trust planning and asset transfer frameworks.
What is Fractional CFO service?
This service offers part-time CFO expertise for resource-limited businesses, including financial strategy and KPI dashboard creation.
Do you work with specific industries?
We serve diverse sectors including healthcare, hospitality, retail, real estate, and nonprofit organizations.
How do you handle tax controversies?
Our team represents clients during audits and disputes with federal and state tax authorities, ensuring deft resolution.
