Our Team

Martin Stein, JD, CPA, CFP®️️

Martin Stein, JD, CPA, CFP®️️, Partner and Tax Director

Martin Stein, JD, CPA, CFP® is a Partner and Tax Director of the firm.

With over 30 years of experience in the industry, Marty is a seasoned tax professional. In addition to his vast experience in both personal and business income taxes, Marty is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, as well as various other professional and civic organizations.

He holds a BS in accounting from Touro College and a law degree from Brooklyn Law School. Mr. Stein has a Certificate of Financial Planning from the College for Financial Planning.

When he is not hard at work, Marty enjoys spending time with his family in Brooklyn.

We do not simply complete tax returns. Our tax and financial planning experts work together to develop truly comprehensive strategies for our clients.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.