Business Details
50+ Years
experience
Your Trusted Accounting Partner in Syosset, NY
We are a full-service certified public accounting firm with 50 years of experience serving clients across various industries. Our mission is to help clients maintain financial viability in the present while proactively planning for future goals through open communication and comprehensive analysis. Our team of seasoned professionals specializes in tax planning and preparation, estate planning, financial crisis planning, and business advisory services. We represent clients primarily in the New York, New Jersey, and Connecticut area as well as in many states throughout the country. With expertise in diverse sectors including hospitality, healthcare, retail, and real estate, we provide tailored accounting solutions that meet specific industry needs. Our commitment to excellence is demonstrated through our proactive approach to tax planning and our deep understanding of ever-changing tax laws and regulations.We believe that having the right accounting and business software significantly enhances operations, and our team provides consultative guidance on selecting appropriate technology solutions. Our firm creates enduring partnerships by deeply understanding client ambitions and challenges, developing strategies to discover opportunities, minimize risk, and optimize outcomes. We maintain memberships in professional organizations such as the National Conference of CPA Practitioners, demonstrating our commitment to industry standards. Our team includes certified professionals with decades of experience in tax law, accounting, and financial planning, ensuring our clients receive the highest level of expertise and service.
Services
Tax Preparation
Financial Planning
Estate Planning
Business Advisory
Accounting Services
Tax Credits & Incentives
Merger & Acquisition Support
Software Consulting
Transition Planning
Crisis Management
Details
- Year established: 1973
Highlights and features
- We have over 50 years of experience in accounting and tax services.
- Our team includes certified professionals with expertise in diverse industries.
- We offer tailored financial solutions that meet specific business needs.
- We provide proactive tax planning throughout the entire year.
- Our professionals have extensive experience working with tax authorities at all levels.
Associations and certifications
- National Conference of CPA Practitioners
Services
Tax Preparation
We offer comprehensive tax preparation services for individuals, businesses, and trusts. Our team stays current with all local, state, and federal tax laws to ensure compliance and minimize audit risk. We prepare tax returns for a wide range of clients including privately held businesses, not-for-profits, trusts, and estates.
Estate Planning
Our estate planning services help individuals and businesses navigate complex tax laws for asset transfer. We work with clients to create comprehensive plans that minimize tax liability for beneficiaries while ensuring a smooth succession of ownership for businesses. Our services include trust planning and guidance on estate distribution.
International Tax
We assist businesses with international tax planning and compliance. Our team helps companies navigate cross-border tax regulations, treaties, and compliance requirements. We specialize in creating tax-efficient strategies for businesses operating in multiple jurisdictions and advise on global transfer pricing policies.
Fractional CFO
Our fractional CFO services provide high-level financial expertise without the cost of a full-time executive. We help businesses create financial strategies, establish accounting systems, and develop performance metrics tailored to their specific needs. This service is ideal for growing companies that need strategic financial guidance.
Business Advisory
Our business advisory services cover a range of needs from management advisory to transition planning. We provide guidance on business formation, financial forecasting, and crisis management. Our team works closely with clients to understand their operations and deliver customized solutions for long-term success.
People
Michael Trager
Partner
CPA and MBA with extensive experience in tax planning, focusing on closely held businesses and individuals with substantial net worth across various industries including hospitality and real estate.
Mark Mayoka
Managing Partner
CPA and attorney with over 35 years of experience in business planning, specializing in mergers, acquisitions, and international tax strategies for corporations and high-net-worth individuals.
Brittany Mayoka
Principal
CPA with significant experience in accounting and tax services, contributing to the firm's expertise in delivering comprehensive financial solutions to diverse business clients.
James Venuti
Accounting Specialist
Experienced professional providing specialized accounting support to clients, ensuring accurate financial reporting and compliance with relevant accounting standards and regulations.
Sean Mayoka
Senior Tax Accountant
Tax professional with expertise in preparing tax returns and developing tax strategies for individuals and businesses, ensuring compliance with evolving tax regulations.
Questions
What accounting services do you offer for small businesses?
We offer comprehensive accounting services including monthly accounting, financial reporting, bookkeeping, and cash flow management tailored to small businesses' needs.
Do you provide tax planning services throughout the year?
Yes, we provide year-round tax planning services to ensure our clients maintain compliance and optimize their tax positions throughout the entire year.
What industries do you specialize in?
We specialize in serving healthcare providers, pharmacies, retail stores, hotels, real estate, and not-for-profit organizations across the New York metro area.
Can you help with international tax matters?
Yes, our team has expertise in international tax planning and can help businesses navigate complex cross-border tax regulations and compliance requirements.
Do you offer CFO services for growing businesses?
We provide fractional CFO services that give businesses access to strategic financial leadership without the full-time executive cost.
Reviews (4)
Piera Palazzolo
Dec 13, 2020
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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
Lee Stat
Nov 12, 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.
