Business Details
50+ Years
experience
Your Trusted Accounting Partner in New York
Founded in 1925, The Mordfin Group has served the Greater New York community for over 90 years, combining modern technology with time-tested accounting practices. Our team of CPAs and financial experts specializes in delivering personalized solutions for SMBs, enterprises, and niche industries like real estate, jewelry, and nonprofit organizations. We prioritize one-on-one service, ensuring each clients account is managed by a dedicated professional supported by a skilled team. With deep expertise in regulatory compliance, tax planning, and business advisory, we help clients navigate complex financial landscapes. Our long-standing relationships with industry leaders enable cross-disciplinary collaboration, adding unique value to our clients growth strategies.We differentiate ourselves through true partnership, leveraging our experience to align financial decisions with clients long-term goals. Headquartered in New York, we serve businesses regionally while maintaining a national perspective on financial trends and regulations. Our commitment to integrity and trust has earned us a reputation for accuracy and reliability in both service and counsel. Over decades, weve expanded our offerings to include wealth management, estate planning, and specialized advisory services for political campaigns. Today, we remain dedicated to keeping more money in our clients pockets through innovative problem-solving and holistic financial strategies.
Services
Audit & Accounting
Tax Preparation
Estate Planning
Payroll Services
Real Estate Accounting
Wealth Management
Charitable Giving Strategies
Jewelers Accounting
Financial Planning
Business Advisory
Details
- Year established: 1925
Highlights and features
- We offer 90+ years of experience in accounting and advisory services for diverse industries.
- Our team includes CPAs with specialized expertise in real estate, jewelry, and nonprofit sectors.
- Clients receive personalized service directly from partners, not junior staff.
- We maintain strong industry relationships to provide cross-disciplinary business solutions.
- Our compliance-focused approach ensures adherence to evolving tax and regulatory standards.
Associations and certifications
- CPA
- CGMA
Services
Audit & Accounting
Our audit and accounting services provide SMBs and enterprises with accurate financial reporting and compliance assurance. We handle AP, AR, payroll reconciliation, and tax reporting while leveraging modern technology for real-time financial insights. Clients benefit from our industry-specific expertise in real estate, jewelry, and nonprofit sectors.
Tax Preparation
We specialize in tax planning, filing, and compliance for businesses and individuals. Our CPAs stay updated on evolving regulations to minimize liabilities and maximize refunds. Services include entity selection guidance, payroll tax management, and compliance with AML laws for high-risk industries like jewelry.
Estate Planning
Our estate planning services align financial decisions with long-term personal and business goals. We help executives and families structure inheritances, manage trusts, and ensure smooth transitions across generations. Services integrate with broader wealth management strategies for holistic financial security.
Payroll Services
We manage payroll processing, benefits administration, and employee compensation schemes. Our services ensure compliance with tax regulations while maintaining employee satisfaction. Specialized support includes profit-sharing plans, stock options, and regulatory reporting for businesses of all sizes.
Real Estate Services
Tailored accounting solutions for real estate professionals, including financial audits, tax compliance, and market strategy advisory. We address industry-specific challenges like property management reporting, capital gains planning, and adherence to local regulations in evolving markets.
People
Stuart M. Mordfin
Managing Partner
With 30+ years as a CPA, Stuart leads tax and accounting services for family-owned businesses and diverse industries. He founded The Mordfin Group Financial & Business Advisors LLC and specializes in intergenerational business transitions.
Michael B. Margolis
Partner
A licensed CPA with 30+ years of experience, Michael heads income tax practice and quality control. He focuses on small to mid-sized family businesses, addressing unique financial and operational challenges.
Gerald Y. Mordfin
Partner Emeritus
Founder of The Mordfin Group, Gerald was a CPA and attorney who established the firms legacy of integrity. He served clients across industries until his passing in 2016.
Benedetto Milazzo
Senior Manager
Benedetto oversees accounting operations and client service delivery. He ensures compliance with auditing standards while mentoring junior staff on industry best practices.
Jason Farber
Supervisor
Jason manages day-to-day accounting tasks and client communications. He specializes in streamlining financial processes for small businesses and nonprofit organizations.
Questions
What industries does The The Mordfin Group Group specialize in?
We specialize in real estate, jewelry, manufacturing, nonprofit organizations, and political campaign finance regulations.
How long has The The Mordfin Group Group been in business?
We have served clients since 1925, providing accounting and advisory services for over 90 years.
Do you offer personalized accounting services?
Yes, each client works directly with a CPA who tailors solutions to their specific business needs.
What areas do you serve?
We primarily serve the Tri-State Area with a focus on New York City and surrounding regions.
Can you assist with estate and wealth planning?
Yes, we provide estate planning, wealth protection, and charitable giving strategies for individuals and families.
