The Mordfin Group

Business Details

Your Trusted Accounting Partner in Great Neck, NY

The Mordfin Group has served the Greater New York community for over ninety years, delivering comprehensive accounting, tax, and advisory services tailored to modern businesses. Our expertise spans audit and accounting, tax planning and compliance, estate planning, payroll administration, and industry-specific solutions for real estate, jewelry, manufacturing, and nonprofit sectors. With a team of certified professionals, including CPAs and financial advisors, we prioritize personalized service, ensuring each client receives strategic guidance aligned with their unique goals.

Our deep-rooted relationships and collaborative approach enable us to provide actionable financial intelligence, fostering long-term success for businesses and individuals. Backed by decades of experience and a commitment to integrity, we combine time-tested practices with cutting-edge technology to navigate complex regulatory landscapes and drive sustainable growth.

Services

Audit & Accounting Tax Preparation Estate Planning Payroll Services Wealth Management Charitable Giving Jewelers Accounting Compensation Planning Real Estate Services Employee Benefits

Highlights and features

We offer 90+ years of experience in accounting and advisory services.
Our team specializes in real estate, jewelry, and nonprofit industry regulations.
Each client receives personalized service from certified CPAs and advisors.
We maintain strong industry relationships to enhance client networking opportunities.
Our collaborative approach ensures tailored financial strategies for business growth.

Website

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Services

Audit & Accounting

Our audit and accounting services provide businesses with accurate financial reporting and compliance solutions. We handle bookkeeping, payroll, tax filings, and internal controls to ensure transparency and regulatory adherence. Clients benefit from real-time financial insights that support strategic decision-making.

Tax Preparation

We specialize in tax planning, preparation, and compliance for businesses and individuals. Our team stays updated on evolving regulations to minimize liabilities while maximizing refunds. Services include federal, state, and local tax filings tailored to client-specific needs.

Estate Planning

Our estate planning services help clients secure their financial legacy through trusts, wills, and tax-efficient strategies. We work closely with legal professionals to ensure seamless asset distribution and compliance with inheritance laws for individuals and families.

Payroll Services

We manage payroll processing, benefits administration, and compliance reporting to streamline HR operations. Our solutions ensure accurate employee compensation, tax withholdings, and adherence to labor regulations, reducing administrative burdens for businesses.

Real Estate Services

Tailored accounting solutions for real estate professionals include property management reporting, tax compliance, and investment analysis. We address industry-specific challenges such as depreciation schedules, lease accounting, and capital gains planning to optimize returns.

People

Stuart M. Mordfin

Managing Partner

Stuart M. The Mordfin Group, CPA with 30+ years of experience, leads our firm in serving family-owned businesses and diverse industries. He specializes in succession planning and financial advisory, ensuring clients navigate generational transitions smoothly.

Michael B. Margolis

Partner

Michael B. Margolis, CPA, oversees income tax and quality control. With 30 years in small to medium business advisory, he focuses on resolving complex tax issues and ensuring compliance for family enterprises and startups.

Benedetto Milazzo

Senior Manager

Benedetto Milazzo, CPA, manages audit engagements and financial reporting. His expertise in regulatory compliance and risk management supports clients in maintaining accurate records and achieving long-term financial stability.

Jason Farber

Supervisor

Jason Farber supervises accounting operations, ensuring efficient client service delivery. He specializes in bookkeeping and financial statement preparation, providing actionable insights to improve business performance.

Erica Ortsman

Receptionist/Admin

Erica Ortsman coordinates administrative functions and client communications. Her role ensures seamless office operations and timely support for all client inquiries and service requests.

Questions

What industries does The The Mordfin Group Group specialize in?

We specialize in real estate, jewelry, manufacturing, nonprofit, and family-owned businesses, offering tailored accounting and advisory solutions for each sector.

How long has The The Mordfin Group Group been in business?

We have served clients for over 90 years, combining decades of experience with modern financial strategies to meet evolving business needs.

What sets The The Mordfin Group Group apart from other accounting firms?

Our personalized service, industry-specific expertise, and collaborative approach ensure clients receive strategic, actionable financial guidance tailored to their unique goals.

Do you offer tax planning services for individuals?

Yes, we provide comprehensive tax planning and preparation for individuals, focusing on minimizing liabilities and maximizing refunds through personalized strategies.

What accounting services are available for small businesses?

We offer audit, payroll, tax compliance, and financial planning services for small businesses, ensuring accurate reporting and strategic growth support.

Reviews (3)

Write a Review

Jonathan Deca

Dec 30, 2020 Report

I decided to use the accounting services of Mordfin Group for my individual tax return. The work was done by and my communication was entirely with a junior staff accountant. Although a little expensive, the work was fine. Not good, not bad. Just fine.
However, fast forward a few months. I set up a meeting with the admin, Jennifer, to meet with Stuart Mordfin. I wanted to discuss details about a S Corp that I was looking to start up. Stuart was clueless about everything. Every answer was, "I'm not an expert, I'll have to talk to my guy." On S Corp filings, not an expert. On SEP/IRA, not an expert

Joseph Sposto

Nov 06, 2020 Report

I act as a liaison for potential clients and employees for accounting firms. Mordfin has been in business for a very long time, but lets focus on modern times. Benny and Cathy are very good accountants, that know their stuff. But, they arent good with leadership. For that reason, this firm has had a lot of turnover with its junior staff. As for the partners, Stuart is absolutely out to lunch. More concerned with the firms sponsorship of some obscure racing team than its daily operations. Last I heard, he didnt even have the most recent tax return software installed on his computer.

Adam A.

Jan 09, 2019 Report

Very good accountant company. Have a great team the counter and I've been using them for the last several years I am very happy from my corporation and personnel highly recommend