Business Details
50+ Years
experience
Your Trusted Accounting Partner in New York
With nearly a century of experience, The Mordfin Group has established itself as a leader in accounting, tax, and financial advisory services. Founded on principles of integrity and trust, we specialize in serving SMBs and enterprises across industries such as Real Estate, Jewelry, Manufacturing, and Non-Profit organizations. Our team of certified professionals, including CPAs and industry experts, combines deep technical knowledge with modern technology to deliver tailored solutions that ensure regulatory compliance and financial success.We prioritize personalized service, ensuring each client receives direct attention from experienced professionals supported by a dedicated team. Our long-standing relationships with industry leaders and thought experts allow us to offer clients unique insights and collaborative opportunities. For over 90 years, we've remained committed to helping businesses and individuals navigate complex financial landscapes while maintaining a steadfast focus on ethical practices and client satisfaction.
Services
Audit & Accounting Services
Tax Preparation & Compliance
Estate Planning
Payroll Services
Real Estate Industry Services
Wealth Management
Charitable Giving Strategies
Jeweler's Accounting
Financial Planning
Succession Planning
Details
- Year established: 1925
Highlights and features
- We have over 90 years of experience in accounting services.
- We specialize in Real Estate, Jewelry, Manufacturing, and Non-Profit industries.
- Your account is handled by CPA professionals for personalized service.
- We leverage 90 years of industry relationships for client benefit.
- We collaborate to ensure your business's financial success.
Associations and certifications
- CPA
- CGMA
Services
Audit & Accounting Services
Our Audit & Accounting Services provide comprehensive financial management for SMBs and enterprises. We ensure accurate bookkeeping, regulatory compliance, and actionable financial intelligence through expert analysis and modern technology. With over 90 years of experience, our CPA-led team delivers tailored solutions that support long-term business growth and operational efficiency.
Tax Preparation & Compliance
We specialize in tax preparation, planning, and compliance for businesses and individuals. Our team navigates complex tax regulations to maximize savings and ensure accurate filings. With decades of expertise, we alleviate tax burdens for thousands of clients through strategic advice and meticulous attention to evolving tax laws.
Estate Planning
Our Estate Planning services help clients align financial decisions with long-term goals for personal and business assets. We offer customized strategies for wealth preservation, inheritance planning, and generational transitions. Combining industry knowledge with personalized guidance ensures clients achieve financial security for their families and businesses.
Payroll Services
We provide comprehensive payroll, benefits administration, and employee compensation solutions. Our services ensure compliance with tax regulations while maintaining employee satisfaction. From profit-sharing plans to stock options, we help businesses develop competitive compensation structures tailored to their organizational needs.
Real Estate Industry Services
Our Real Estate services include financial audits, tax strategy, and advisory support for developers and service providers. We address industry-specific challenges like property taxation, capital markets, and regulatory compliance. With decades of experience, we deliver insights that enhance financial performance and adaptability in dynamic real estate markets.
People
Stuart M. Mordfin
Managing Partner
Stuart M. The Mordfin Group, CPA and Managing Partner, has over 30 years of experience in accounting. He specializes in diverse industries including manufacturing, real estate, and jewelry. Leading since 2004, he expanded services through The Mordfin Group Financial & Business Advisors LLC. He supports family-owned businesses with generational transitions.
Michael B. Margolis
Partner
Michael B. Margolis, CPA and Partner, specializes in income tax and quality control. With over 30 years of experience, he advises small to medium family businesses on financial strategies. He holds a Masters in Accounting from SUNY-Binghamton and leads our tax practice with expertise in business compliance.
Gerald Y. Mordfin
Partner Emeritus
Gerald Y. The Mordfin Group, CPA and founding principal, established The Mordfin Group in 1925. A Brooklyn College graduate and attorney, he built the firm's reputation for integrity until his passing in 2016. His legacy continues through our commitment to personalized accounting services.
Benedetto Milazzo
Senior Manager
Benedetto Milazzo, CPA and Senior Manager, oversees complex accounting projects with precision. He specializes in financial reporting and compliance for diverse industries. With deep expertise in regulatory standards, he ensures clients maintain accurate records and strategic financial positioning.
Questions
What industries does The The Mordfin Group Group specialize in?
We specialize in Real Estate, Jewelry, Manufacturing, Non-Profit organizations, and Political Campaigns, providing tailored accounting and advisory services to meet industry-specific challenges.
How does The The Mordfin Group Group ensure personalized service?
Each client works directly with a CPA-led team, ensuring dedicated support and customized financial solutions aligned with their unique business or personal goals.
What tax services does The The Mordfin Group Group offer?
We provide tax preparation, planning, compliance, and advisory services for businesses and individuals, leveraging decades of expertise to optimize financial outcomes.
Does The The Mordfin Group Group handle estate planning?
Yes, our estate planning services focus on wealth preservation, inheritance strategies, and generational transitions, tailored to individual and business client needs.
How experienced is The The Mordfin Group Group's team?
With over 90 years in business and CPAs holding advanced certifications, our team combines deep industry knowledge with decades of hands-on accounting and advisory experience.
