Business Details
Your Trusted Accounting Partner in Great Neck, NY
The Mordfin Group has been a trusted name in accounting, tax, and advisory services for over 90 years, serving businesses and individuals across the Tri-State area. Our firm combines decades of experience with modern technology to deliver tailored financial solutions that prioritize regulatory compliance and industry best practices. Specializing in real estate, jewelry, manufacturing, and nonprofit sectors, we provide personalized service through a team of certified professionals, including CPAs and financial advisors.Our commitment to building long-term relationships has fostered a network of industry leaders who collaborate to drive client success. With a focus on innovation and integrity, we act as strategic partners to help businesses navigate complex financial landscapes and achieve sustainable growth.
Services
Audit & Accounting
Tax Preparation
Estate Planning
Payroll Services
Wealth Management
Real Estate Services
Charitable Giving Strategies
Jewelers Accounting
Financial Planning
Business Advisory
Highlights and features
- We offer 90+ years of experience in accounting and advisory services for SMBs and enterprises.
- Our team includes CPAs with specialized expertise in real estate, jewelry, and nonprofit industries.
- We provide personalized service with direct access to senior-level accounting professionals.
- Our firm maintains strong industry relationships to deliver collaborative, cross-disciplinary solutions.
- We combine time-tested practices with modern technology for accurate, forward-thinking financial guidance.
Services
Audit & Accounting
Our audit and accounting services ensure accurate financial reporting and compliance for SMBs and enterprises. We handle bookkeeping, payroll, tax reporting, and financial statement preparation with precision. Clients benefit from proactive insights to optimize cash flow and operational efficiency.
Tax Preparation
We specialize in tax planning, filing, and compliance for businesses and individuals. Our experts minimize liabilities while ensuring adherence to federal, state, and local regulations. Services include strategy sessions to align tax decisions with long-term financial goals.
Estate Planning
Our estate planning services help executives protect assets for future generations. We coordinate wills, trusts, and gifting strategies to align with personal and business objectives. Clients receive tailored advice to simplify complex inheritance scenarios.
Payroll Services
We manage payroll processing, benefits administration, and compliance reporting for businesses. Our solutions ensure accurate employee compensation and adherence to labor laws. Clients gain peace of mind with streamlined HR and tax-related workflows.
Wealth Management
Our wealth management services guide individuals and families in growing and preserving assets. We offer investment strategies, retirement planning, and risk management tailored to unique financial situations. Clients receive holistic advice to achieve long-term stability.
People
Stuart M. Mordfin
Managing Partner
With 30+ years as a CPA, Stuart leads Mordfin Group's expansion into financial planning. He specializes in family-owned businesses and has expertise in receiverships and bankruptcies. His proactive approach drives innovative client solutions.
Michael B. Margolis
Partner
Michael oversees income tax and quality control at Mordfin Group. He advises family businesses on navigating complex dynamics and regulatory challenges. His 30+ years of experience support strategic growth for emerging and established enterprises.
Benedetto Milazzo
Senior Manager
Benedetto provides senior-level accounting expertise, focusing on audit accuracy and client compliance. His technical proficiency ensures high-quality financial reporting aligned with industry standards for diverse business clients.
Jason Farber
Supervisor
Jason oversees accounting operations with a focus on precision and client satisfaction. His leadership ensures efficient delivery of services including bookkeeping, tax preparation, and financial analysis for SMBs.
Erica Ortsman
Receptionist/Admin
Erica manages administrative operations and client communications for Mordfin Group. Her organizational skills support seamless office management and client interactions across the firm's service lines.
Questions
What industries does Mordfin Group Group specialize in?
We specialize in real estate, jewelry, manufacturing, and nonprofit sectors, with additional expertise in political campaign finance regulations and family-owned businesses.
How long has Mordfin Group Group been in business?
Our firm has served clients for over 90 years, combining decades of experience with modern accounting practices to deliver reliable financial solutions.
What accounting services do you offer for SMBs?
We provide audit, tax planning, payroll administration, and compliance services tailored to small and medium-sized businesses across multiple industries.
How does Mordfin Group Group ensure personalized service?
Each client works directly with a CPA who coordinates with our team of specialists to address unique financial needs and business goals.
Can you assist with estate and wealth planning?
Yes, our estate planning and wealth management services help individuals and families protect assets through customized trusts, investment strategies, and succession plans.
