MODERN ACCOUNTING FOR THE BUSINESS OF TODAY

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  • Personal Service
  • Your Financial Partner
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Download Your Tax Calendar

Mordfin's 2017 Tax Calendar provides all dates that taxpayers need. Click the link to access the Tax Calendar, as well as Employer's Fed Tax Calendar and the Fed Excise Tax Calendar.

Finance Calculators: Retirement, Savings, Personal & Home

Understand Your Numbers - With nearly 50 Finance Calculators to choose from: Home Equity, Mortgages, Amortiziation, Credit Debt and much more...

Important Accounting & Tax Links

Whether you're looking for Federal, State, Local, Accounting, Medical Industry or Real Estate support, our comprehensive link list has the financial information your business needs to succeed.

Financial Terms: The ABC's of Accounting

It's difficult to start a conversation about your finances without the proper terms and definitions. This comprehensive dictionary will help you describe your financial needs more clearly.

The Mordfin Difference - Built Upon Integrity & Trust


  • 1 EXPERIENCE - The Mordfin Group has been in business for over Ninety Years, serving the Greater New York community in the Tri-State Area. Our accounting experience, combined with modern technology, regulatory compliance and accounting best practices ensure that your business can trust our time-tested solutions.
  • 2 SPECIALIZATION - We specialize in SMB's and Enterprise companies in the Real Estate, Jewelry, Manufacturing, and Non-Profit industries, and have specific experience working with Political Campaigns to navigate tough campaign finance regulations.
  • 3 PERSONAL SERVICE - One of our biggest differentiators is The Mordfin Group's attention to personalized service. Your account will be handled by one of our CPAs, and supported by our amazing team of accountants, bookkeepers and administrative personnel.
  • 4 STRONG RELATIONSHIPS - Ninety years of continuous operations means that The Mordfin Group has developed unique business and mentorship relationships with Thought & Industry Leaders in our vertical specializations, as well as the greater business community. Our clients often benefit from the cross-pollination of ideas and business from our extensive network.
  • 5 TRUE COLLABORATION - We're more than just your accounting firm; we strive to ensure our customers are successful. You can leverage our breath of experience and business acumen to support the growth and development of your company.

Mordfin's Accounting Services

  • Audit & Accounting Services

    For SMB's and Enterprises, Mordfin's Audit and Accounting Services ensure that you have an entire accounting team to depend on for always up-to-date bookkeeping and actionalble financial intelligence. Our services include AP, AR, Payroll, Banking & Credit Card Reconciliation, Sales Tax and Payroll Reporting, Close Preparation and more...

  • Tax Prep, Planning, Filing & Compliance

    At the core of most business accounting needs is Tax Prep, Planning, Filing and Compliance. We are your tax experts. Mordfin has helped alieviate the tax burden for thousands of businesses with great advice and accurate tax preparations.

  • Estate Planning

    Executives need to plan for the future of their business and family. With Mordfin's Estate Planning services, you can be sure that you're spending and saving is in line with your future plans - for this generation, and the next.

  • Compensation, Benefits & Payroll

    The lifeblood of your company is it's employees. Keep your biggest assets happy, and the government at bay, with compensation, benefits and payroll administration services from Mordfin. We provide advisement and administration services to ensure that payroll, profit-share, benefits, stock-options, and other employee compensation schemes are properly distributed and accounted for.

  • Real Estate Industry Services

    Real estate service providers must continually evolve and adapt to new client expectations, changes in the marketplace and government regulations. Mordfin's seasoned professionals support you with deep knowledge and insight into the real estate capital markets. We offer a broad range of services, including: financial statements and internal control audits, accounting and reporting advisory, international, national, state and local taxation, real estate transformation and location strategy, and many others.

  • Wealth Protection / Management Services

    Your goals are our priority. Mordfin's Financial Advisors can help you reach them. For over 90 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.

  • Charitable Giving Strategies

    What's the best way to give back? Mordfin's Giving Strategies bring businesses together with charities to help you decide where to give for the greatest impact, and to reach your charitable goals.

  • Jeweler's Accounting Services

    We've been advising Jewelery Business Owners for many years. You could say these services are the Jewel in the Mordfin Crown. Our commitment to the industry ensures that Mordfin has the right solutions for your specialized business needs.

Latest Blog Posts


The easiest way to survive an IRS audit is to get ready in advance

IRS audit rates are historically low, according to the latest data, but that’s little consolation if your return is among those selected to be examined. But with proper preparation and planning, you should fare well.

In fiscal year 2019, the IRS audited approximately 0.4% of individuals. Businesses, large corporations and high-income individuals are more likely to be audited but, overall, all types of audits are being conducted less frequently than they were a decade ago.

There’s no 100% guarantee that you won’t be picked for an audit, because some tax returns are chosen randomly. However, the best way to survive an IRS audit is to prepare for one in advance. On an ongoing basis you should systematically maintain documentation — invoices, bills, cancelled checks, receipts, or other proof — for all items to be reported on your tax returns. Keep all your records in one place. And it helps to know what might catch the attention of the IRS. 

Should you reach out to “effective altruists?”

Effective altruism is commonly described as a philosophy that uses evidence and reasoning to determine the most effective ways to benefit others. Not all donors are aware of effective altruism, but the concept is growing in popularity. To determine whether your not-for-profit should try to reach out to its adherents, learn a little more about the philosophy, its potential advantages and what critics claim are its weaknesses.

The tax rules for deducting the computer software costs of your business

Do you buy or lease computer software to use in your business? Do you develop computer software for use in your business, or for sale or lease to others? Then you should be aware of the complex rules that apply to determine the tax treatment of the expenses of buying, leasing or developing computer software.

Why it’s important to plan for income taxes as part of your estate plan

As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be subject to estate tax, more planning can be devoted to saving income taxes for your heirs.

Collective impact initiatives: All for one and one for all

Collective impact initiatives are growing among not-for-profits. Such initiatives are about more than collaboration. They represent the commitment of a group of organizations to a common agenda for solving a specific social problem. This group can include the nonprofits themselves, government agencies, businesses and constituent communities. Should your nonprofit participate in collective impact?