The Mordfin Team – Our People Make The Difference

Meet our team

Built upon integrity and trust, The Mordfin Group is a highly regarded tax, accounting and advisory group, operating successfully for more than 90 years. Our unwavering commitment to personal service and responsiveness to our clients’ needs has worked to strengthen relationships and build respect in the community. In this deep-rooted, carefully cultivated foundation, opportunities for growth abound. Together, we collaborate on a financial future of limitless possibilities.

Stuart M. Mordfin

CPA, CGMA & Managing Partner

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Stuart M. Mordfin

Stuart M. Mordfin has over 30 years of experience as a certified public accountant. He has worked with clients in such diverse industries as manufacturing, publishing, real estate development and operations, jewelry and other luxury products, retail, restaurants, a variety of professional service companies. In addition he has on numerous occasions worked as a court appointed accountant on receiverships, guardianships and bankruptcies. Stuart has developed and expanded his CPA practice through innovation, well-informed decision-making, and creative, proactive thinking.

Stuart M. Mordfin joined the firm in 1987, and has been a partner since 1999. He became managing partner in 2004. Since his entrée into the firm, Stuart has lead the way for its expansion into financial planning services through the formation of Mordfin Financial & Business Advisors LLC.

Stuart works with many family-owned businesses. Experiencing firsthand what it means to be an integral part of the family business, Stuart is able to offer a unique and valuable perspective to his clients. He is well qualified to assist family-owned businesses move from one generation to the next.

Michael B. Margolis

CPA & Partner

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Michael B. MargolisMichael B. Margolis, a principal at Mordfin LLP, is a New York State licensed CPA who began his private practice just 5 years after earning a Masters in Accounting from SUNY-Binghamton. Michael heads our Income Tax practice as well as Internal Quality Control. Michael brings 30+ years of experience in guiding and advising both established, and newly formed business enterprises. Specializing in small to medium sized family businesses; he is very cognitive of the unique situations and sensitive family politics which they often entail.

Gerald Y. Mordfin
1925 - 2016

CPA, Partner Emeritus

Gerald Y. Mordfin was the founding principal of The Mordfin Group. A graduate of Brooklyn College and Brooklyn Law School, Gerald was a licensed CPA & Attorney. Gerald passed on in August of 2016.

CPAs

Cathy Lewis

Cathy Lewis, CPA

Senior Manager

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Benedetto Milazzo

Benedetto Milazzo, CPA

Senior Manager

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Accountants

Jason Farber

Jason Farber

Supervisor

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Nicole Poulson

Supervisor

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Anu Panth

Anu Panth

Staff Accountant

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James Nolan

James Nolan

Senior Accountant

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Business Management

Jennifer Koester

Jennifer Koester

Business Manager

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Administration

Erica Ortsman

Erica Ortsman

Receptionist/Admin

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Maggie Aroose

Maggie Aroose

Tax Administrator

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Nancy Shahuerdi

Nancy Shahverdi

Assistant to Michael Margolis

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