Services

Why Choose KB Trager, CPA PLLC?

Deep industry experience in transportation, financial services, and small business
Advanced analytics and financial modeling to inform your decisions
Client-first approach: personalized, responsive, and proactive service

Expert Accounting, Advisory, and Tax Solutions

Tax Preparation & Planning

Comprehensive tax services for businesses and individuals. We focus on minimizing liabilities, maintaining compliance, and optimizing your financial outcomes using IRS tax guidelines and proactive planning.

Business Advisory & Financial Consulting

Expert guidance on financial strategy, growth planning, and operational efficiency. We help you identify constraints, optimize processes, and achieve sustainable business growth.

Accounting & Bookkeeping Services

Accurate, efficient management of your financial records, reporting, and compliance. We leverage the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs) for practical, relevant reporting that supports your decision-making.

Industry-Specific Solutions

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Small Businesses

End-to-end bookkeeping, payroll, and financial reporting
Growth advisory and process improvement using the Theory of Constraints
Implementation of scalable, cost-effective accounting systems

Transportation Businesses

Bookkeeping and accounting tailored for owner-operators and fleet owners
Industry-specific tax planning
Cash flow management and profitability tracking for transportation professionals

Financial Services Businesses

Controller and CFO-level advisory for RIAs, insurance agencies, and wealth managers
Regulatory compliance, financial modeling, and M&A support
Expertise in industry tools: Bloomberg Terminal, Orion, Nitrogen, QuickBooks, NetSuite, and more

Individuals & Families

Tax preparation for individuals and households
Personalized tax planning
Clear guidance and support throughout the tax process