Business Details
50+ Years
experience
Trusted Tax & Accounting Services in Syosset, NY
Trager Kevy & Trager is a full-service certified public accounting firm with over five decades of experience serving clients across New York, New Jersey, Connecticut, and beyond. Our mission centers on maintaining clients' financial viability through proactive tax planning, compliance, and strategic advisory services tailored to diverse industries. We prioritize open communication to deeply understand client needs, combining research-driven analysis with sound financial expertise. Our team of seasoned professionals delivers high standards of excellence in tax law compliance, audit risk mitigation, and financial strategy.With specialized knowledge spanning estate planning, international tax, mergers and acquisitions, and crisis management, we empower businesses and individuals to navigate complex regulatory landscapes. Our commitment to continuous learning ensures clients benefit from up-to-date insights on evolving tax codes. By fostering enduring partnerships built on trust and transparency, we help clients achieve both immediate financial goals and long-term stability in a dynamic economic environment.
Services
Tax Preparation
Estate Planning
Accounting Services
Mergers & Acquisitions
International Tax
Fractional CFO
Business Formation
Financial Crisis Planning
Details
- Year established: 1973
Highlights and features
- We offer 50+ years of specialized tax and accounting expertise
- Our team provides proactive, holistic tax planning strategies
- We deliver tailored solutions for diverse industries including healthcare, real estate, and nonprofits
- Our partners maintain active roles in professional organizations
- We guarantee timely, accurate compliance with federal, state, and international tax regulations
Associations and certifications
- Certified Public Accountants (CPA)
- National Conference of CPA Practitioners
Services
Tax Preparation & Compliance
Our tax preparation services ensure accurate compliance with local, state, and federal regulations while minimizing audit risks. We handle returns for individuals, businesses, trusts, and nonprofits, focusing on maximizing deductions and credits. Our team stays current with evolving tax laws to maintain compliance and optimize financial outcomes for clients across diverse industries.
Estate Planning
We specialize in creating comprehensive estate plans that ensure smooth asset transfer while minimizing tax liabilities. Our services include trust creation, will preparation, and succession planning for business owners. We help clients navigate complex tax implications to protect family wealth and maintain business continuity through generational transitions.
Fractional CFO
Our fractional CFO services provide strategic financial guidance without full-time executive costs. We develop customized financial frameworks using KPI dashboards and performance metrics. This service includes budgeting, cash flow management, and strategic planning to support growth and operational efficiency for growing businesses.
International Tax
We assist businesses navigating cross-border tax complexities with strategic compliance solutions. Our expertise covers transfer pricing, treaty negotiations, and multi-jurisdictional tax planning. We help clients optimize global operations while maintaining compliance with international tax regulations and minimizing exposure to double taxation.
Mergers & Acquisitions
Our M&A specialists provide end-to-end transaction support from due diligence to post-merger integration. We analyze strategic fit, assess financial risks, and structure deals for optimal tax efficiency. Our services help businesses achieve growth objectives while ensuring regulatory compliance and maximizing transaction value.
People
Michael Trager
Partner
CPA and MBA holder with expertise in tax planning for high-net-worth individuals and businesses. Specializes in 1031 exchanges and real estate taxation. Holds NYU degrees and serves on multiple community organization boards.
Mark Mayoka
Managing Partner
CPA and attorney with 35+ years of experience in business planning and international tax. Author of 'Financial Crisis Planning for Small Businesses'. Serves on professional organizations including NYSSCPA and AICPA.
Brittany Mayoka
Principal
CPA and MST holder specializing in tax strategy and compliance. Provides expert guidance on complex tax matters and business advisory services to diverse clients across multiple industries.
James Venuti
Accounting Specialist
Enrolled Agent with expertise in accounting systems and tax compliance. Assists clients with financial reporting, tax preparation, and business process optimization.
Sean Mayoka
Senior Tax Accountant
Tax professional specializing in individual and business tax preparation. Focuses on maximizing tax savings through strategic planning and compliance with evolving regulations.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, monthly accounting, business formation, and financial crisis planning tailored to small businesses' needs.
Do you handle international tax matters?
Yes, our team specializes in cross-border tax planning, transfer pricing, and compliance for global business operations.
Can you assist with estate and trust planning?
We create customized estate plans to ensure smooth asset transfer while minimizing tax liabilities for individuals and businesses.
What industries do you specialize in?
We serve healthcare providers, real estate, nonprofits, restaurants, legal firms, and private equity across New York and nationwide.
Do you offer fractional CFO services?
Yes, we provide strategic financial leadership without full-time executive costs using customized performance metrics.
How do you handle tax controversies?
Our experts represent clients in tax audits and disputes with federal and state authorities, resolving issues efficiently.
