Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Syosset, NY
Trager Kevy & Trager is a full-service certified public accounting firm with over five decades of experience serving clients across the New York metropolitan area and beyond. Our mission centers on maintaining clients' financial viability through proactive tax planning and strategic advisory services tailored to their unique needs. We prioritize open communication to deeply understand client challenges, leveraging research and sound analysis to craft solutions. With expertise spanning tax compliance, estate planning, and financial crisis management, we uphold rigorous standards of excellence while adapting to evolving regulatory landscapes.Our team combines technical proficiency with personalized service, ensuring clients receive timely, actionable advice that aligns with their short-term objectives and long-term goals. This commitment to client-centric service has solidified our reputation as a trusted partner in financial stewardship.
Services
Tax Preparation
Estate Planning
Accounting Services
International Tax
Fractional CFO
Mergers & Acquisitions
Financial Crisis Planning
Business Formation
Tax Credits & Incentives
Software Consulting
Details
- Year established: 1973
Highlights and features
- We offer 50+ years of specialized tax and accounting expertise.
- Our team provides personalized service tailored to industry-specific needs.
- We implement proactive tax planning strategies to minimize liabilities.
- Our partners maintain direct accessibility for client consultations.
- We deliver compliance solutions aligned with evolving regulatory standards.
Associations and certifications
- Certified Public Accountant (CPA)
- National Conference of CPA Practitioners
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals, businesses, and trusts. Our team ensures compliance with federal, state, and local regulations while minimizing audit risks. Clients benefit from accurate filings and strategic guidance to optimize their tax positions.
Estate Planning
Our estate planning services help clients secure financial legacies for beneficiaries. We navigate complex tax laws to facilitate asset transfers while reducing liabilities. Solutions include trust creation, succession strategies, and compliance with evolving regulations for individuals and businesses.
Fractional CFO
We offer part-time CFO expertise for growing businesses. Services include financial strategy development, dashboard creation, and KPI tracking. Clients gain access to executive-level financial insights without full-time executive costs, supporting data-driven decision-making and operational efficiency.
International Tax
Our international tax services address cross-border business complexities. We assist with compliance, transfer pricing, and treaty optimization. Clients receive strategic guidance on multi-jurisdictional tax structures to ensure regulatory adherence while maximizing global financial efficiency.
Business Formation
We guide new businesses through formation processes, including entity selection and tax structuring. Services include accounting system setup, compliance planning, and financial forecasting. Clients receive tailored frameworks to support long-term operational and tax efficiency.
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 nonprofit boards.
Mark Mayoka
Managing Partner
CPA, JD, and author with 35+ years in business planning. Expert in mergers, acquisitions, and international tax strategy. Serves on professional organizations and civic associations while advising public and private firms.
Brittany Mayoka
Principal
CPA and MST holder specializing in tax compliance and advisory services. Focuses on individual and corporate tax planning while supporting clients in optimizing financial strategies through meticulous analysis and reporting.
James Venuti
Accounting Specialist
EA-certified professional handling complex accounting tasks and tax preparation. Provides technical expertise in financial reporting and compliance, ensuring accurate documentation for diverse client portfolios.
Sean Mayoka
Senior Tax Accountant
Tax specialist with experience in individual and business tax preparation. Focuses on compliance, deductions optimization, and client education to ensure accurate filings and strategic tax planning.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, monthly accounting, financial forecasting, and business formation services tailored to small businesses' needs.
Do you specialize in any particular industries?
Yes, we serve healthcare providers, real estate firms, hospitality businesses, nonprofits, and professional service organizations.
How do you handle international tax compliance?
Our team offers cross-border tax strategies, transfer pricing advice, and compliance solutions for businesses operating globally.
Can you assist with estate and trust planning?
Yes, we help clients navigate complex estate tax laws to facilitate smooth asset transfers while minimizing liabilities.
What sets your firm apart from other accounting firms?
We combine 50+ years of experience with personalized service, industry-specific expertise, and proactive tax planning strategies.
Do you offer fractional CFO services?
Yes, we provide part-time CFO expertise for financial strategy, dashboard creation, and KPI tracking without full-time costs.
Reviews (4)
Piera Palazzolo
Dec 13, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
We have been a client for 20+ years. Mike Trager and his team are professional, dependable and provide outstanding service. I highly recommend this CPA firm.
We have been a client for 20+ years. Mike Trager and his team are professional, dependable and provide outstanding service. I highly recommend this CPA firm.
Frank A.
Apr 16, 2020
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Ive been with him for a short time but he seems too know his stuff.
Hopefully I'll be pleased for a long time going forward
Hopefully I'll be pleased for a long time going forward
Lee Stat
Sep 07, 2019
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My friend has been going here for years. Great, funny, family owned. Have your paperwork ready. Put all of your expenses on one paper. Honest, trustworthy.
Chaya S.
Nov 15, 2017
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Michael Trager and his staff are extremely knowledgeable professionals in all tax and financial issues. Mr. Trager is also very patient, taking the time to fully answer all my questions -- on the phone and in person. He is my and my family's go-to authority for all personal financial and business matters for more than 35 years.
