MODERN ACCOUNTING FOR THE BUSINESS OF TODAY

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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


Disability income: How is it taxed?

Many Americans receive disability income. You may wonder if — and how — it’s taxed. As is often the case with tax questions, the answer is … it depends.

The key factor is who paid for the benefit. If the income is paid directly to you by your employer, it’s taxable to you as ordinary salary would be. (Taxable benefits are also subject to federal income tax withholding, although depending on the employer’s disability plan, in some cases aren’t subject to the Social Security tax.)

How much insurance does your nonprofit need to mitigate risk?

A warning if your not-for-profit organization is looking for expenses to cut: Don’t skimp on insurance. Should your nonprofit experience a fire, major theft or other calamity, you’ll be glad you have the coverage. Of course, you may also be required by your state, certain funders, lenders and your own bylaws to carry adequate insurance. Donors certainly expect you to protect their investment in your nonprofit by managing risk with insurance. But to ensure you’re not wasting money, consider what you need — and what you might not.

Do you want to withdraw cash from your closely held corporation at a low tax cost?

Owners of closely held corporations are often interested in easily withdrawing money from their businesses at the lowest possible tax cost. The simplest way is to distribute cash as a dividend. However, a dividend distribution isn’t tax-efficient, since it’s taxable to you to the extent of your corporation’s “earnings and profits.” And it’s not deductible by the corporation.

How Series EE savings bonds are taxed

Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put them away in a file cabinet or safe deposit box. You may wonder: How is the interest you earn on EE bonds taxed? And if they reach final maturity, what action do you need to take to ensure there’s no loss of interest or unanticipated tax consequences?

Smart nonprofit leaders know how to delegate

Delegation ideally gives not-for-profit executives time to focus on mission critical tasks and provides growth opportunities to staffers. However, you need to approach delegation strategically. This means assigning the right tasks to the right staffers — and following up on assigned work to ensure it’s completed to your standards.