Business Details
50+ Years
experience
Your Trusted Accounting Partner in Great Neck, NY
The Mordfin - Gerald Y Mordfin Group has been a trusted accounting, tax, and advisory firm for over 90 years, serving businesses and individuals in the Tri-State area. Our expertise spans audit and accounting services, tax planning, estate planning, payroll administration, and industry-specific solutions for real estate, jewelry, manufacturing, and nonprofit sectors. We combine decades of experience with modern technology to deliver accurate, compliant financial guidance tailored to each client's unique needs.Our team of CPAs and financial advisors prioritizes personalized service, ensuring clients receive direct attention from seasoned professionals. With deep roots in the Greater New York community, we've cultivated extensive industry relationships that benefit our clients through collaborative problem-solving and strategic insights. Our commitment to integrity and trust has made us a preferred partner for businesses seeking reliable financial stewardship.
Services
Audit & Accounting
Tax Preparation
Estate Planning
Payroll Services
Real Estate Accounting
Wealth Management
Charitable Giving Strategies
Jeweler's Accounting
Compensation Planning
AML Compliance
Details
- Year established: 1925
Highlights and features
- We offer 90+ years of combined experience in accounting and tax advisory services.
- Our team specializes in real estate, jewelry, manufacturing, and nonprofit industries.
- Clients receive personalized service directly from CPAs and senior accountants.
- We maintain strong industry relationships for enhanced business networking opportunities.
- Our collaborative approach integrates financial planning with core accounting services.
Services
Audit & Accounting
Mordfin - Gerald Y Mordfin's audit and accounting services ensure accurate financial reporting for SMBs and enterprises. Our CPAs handle bookkeeping, financial statements, and compliance with regulatory standards. We provide actionable insights through AP/AR management, payroll reporting, and tax compliance solutions tailored to your industry needs.
Tax Preparation
Our tax experts deliver comprehensive preparation and planning services to minimize liabilities while ensuring compliance. We handle federal, state, and local tax filings for businesses and individuals, with specialized knowledge of complex regulations affecting real estate, jewelry, and nonprofit organizations.
Estate Planning
Mordfin - Gerald Y Mordfin's estate planning services help executives and business owners protect personal and business assets. We develop strategies for intergenerational wealth transfer, tax-efficient savings plans, and succession planning that align with both family and business financial objectives.
Payroll Services
We manage complete payroll administration including compensation structures, benefits programs, and regulatory compliance. Our services ensure accurate employee payments, proper tax withholdings, and adherence to labor laws while supporting strategic HR decision-making for growing businesses.
Real Estate Accounting
Specialized accounting for real estate professionals includes property management reporting, capital market analysis, and compliance with evolving industry regulations. Our team provides tailored solutions for developers, property managers, and investment firms operating in dynamic real estate markets.
People
Stuart M. Mordfin
Managing Partner
Stuart M. Mordfin - Gerald Y Mordfin, CPA with 30+ years' experience, specializes in manufacturing, real estate, and jewelry industries. He leads Mordfin - Gerald Y Mordfin Financial & Business Advisors LLC and provides strategic guidance for family-owned businesses transitioning between generations.
Michael B. Margolis
Partner
Michael B. Margolis, CPA, heads income tax practice and quality control. With 30+ years' experience, he focuses on small to medium family businesses, addressing unique challenges and sensitive family dynamics in financial planning.
Benedetto Milazzo
Senior Manager
Benedetto Milazzo, CPA, serves as Senior Manager overseeing accounting operations. He ensures technical excellence in financial reporting and compliance services for diverse business clients across multiple industries.
Jason Farber
Supervisor
Jason Farber supervises accounting teams and manages client relationships. He coordinates workflow to ensure timely delivery of audit, tax, and advisory services while maintaining high technical standards.
Vicki Huang
Senior Accountant
Vicki Huang provides expert accounting services as Senior Accountant. She specializes in financial statement preparation, tax compliance, and industry-specific reporting requirements for clients in manufacturing and professional services sectors.
Questions
What accounting services does Mordfin - Gerald Y Mordfin offer?
Mordfin - Gerald Y Mordfin provides audit and accounting services, tax preparation and planning, estate planning, payroll administration, real estate industry accounting, wealth protection strategies, and specialized services for jewelry businesses.
Which industries does Mordfin - Gerald Y Mordfin specialize in?
We specialize in serving real estate, jewelry, manufacturing, nonprofit organizations, and small to medium-sized businesses across the Tri-State area.
How long has Mordfin - Gerald Y Mordfin been in business?
Mordfin - Gerald Y Mordfin has provided accounting services since 1925, maintaining over 90 years of continuous operation in the Greater New York community.
What makes Mordfin - Gerald Y Mordfin different from other accounting firms?
Our CPA-led team offers personalized service combined with industry-specific expertise, supported by 90+ years of experience and extensive professional networks in key business sectors.
Do you serve individual clients or only businesses?
We serve both individuals and businesses, offering estate planning, wealth management, and tax services for personal financial needs alongside comprehensive business accounting solutions.
Reviews (3)
Jonathan Deca
Dec 30, 2020
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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. How are you even a CPA!? I can use Google myself! Do yourself a favor and take your business elsewhere!
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. How are you even a CPA!? I can use Google myself! Do yourself a favor and take your business elsewhere!
Joseph Sposto
Nov 06, 2020
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I act as a liaison for potential clients and employees for accounting firms. Mordfin has been in business for a very long time, but let's focus on modern times. Benny and Cathy are very good accountants, that know their stuff. But, they aren't 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 firm's sponsorship of some obscure racing team than its daily operations.
Last I heard, he didn't even have the most recent tax return software installed on his computer. He is notorious for watching videos in his office all day. Not the least bit respected among the management, accounting and administrative staff. Michael, the other partner, does most of the reviewing when it comes to tax returns. However, he is prone to cutting corners and taking shortcuts. Sometimes, it seems he is more interested in poaching clients for his own sole practitioner firm. To cut to the chase, much better accounting options out there!
Last I heard, he didn't even have the most recent tax return software installed on his computer. He is notorious for watching videos in his office all day. Not the least bit respected among the management, accounting and administrative staff. Michael, the other partner, does most of the reviewing when it comes to tax returns. However, he is prone to cutting corners and taking shortcuts. Sometimes, it seems he is more interested in poaching clients for his own sole practitioner firm. To cut to the chase, much better accounting options out there!
Adam A.
Jan 09, 2019
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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
