the power of

we

Your goals, our guidance, building success.

the power of

growth

At MWE, you are a priority, not a project. We are dedicated to the financial health of you and your company so you can focus on building your business.

the power of

teamwork

With MWE, you can expect a high level of involvement and regular communication with partners, who are both proactive and highly responsive.

the power of

trust

At MWE, you have a senior team that is personally invested in your success and looking out for your best financial interests.

Who We Are

Margolin, Winer & Evens LLP ("MWE") is one of the largest accounting and business advisory firms in the Northeast. Since 1946, MWE has been providing accounting, auditing, tax planning and advisory services. Today, the scope of our services embraces virtually every industry and market niche.

Unexpected retirement plan disqualification can trigger serious tax problems

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans, including 401(k)s. Plan sponsors are expected to stay in compliance with numerous, frequently changing federal laws and regulations. For example, have you identified all employees eligible for your 401(k) plan and given them the opportunity to make deferral elections? Are employee…

2016 Sales Tax Mid-Year Review Webinar

Join MWE’s Tax Director and SALT Strategies Blog Editor Joe Pizzimenti, J.D., as he reviews the basic sales tax tenets as well as highlight recent state taxing authority activities that may affect your current and future state sales tax positions in a webinar on June 29, 2016. For more information, please click here.

MWE Named as one of NYC’s Best Accounting Firms by AdvisoryHQ

   MWE is proud to announce that the firm is ranked as one of the top 12 accounting firms in New York City by AdvisoryHQ, which provides research, independent reviews, and top rankings of financial firms and products across the U.S., U.K., and Canada. To view their rankings, please click here.

Real estate execs want 421-a tax break to return, but disagree on how

An MWE survey of more than 100 industry executives at Crain’s New York Business’ Real Estate conference on May 2nd revealed that most want the 421-a tax credit to return – and would much prefer Hillary Clinton over NY developer Donald Trump as the next commander in chief. A full story on the survey’s findings, including commentary…

Unclaimed Property and Escheat Responsibilities Should Prompt Multistate Tax Spring Clean Up

What is a business’ responsibility regarding unclaimed property reporting? With tax busy season over, now is an excellent time to prepare and prioritize your multistate tax 2016 Spring Clean Up. If you let this slide, you may be opening yourself up to harsh penalties from the states where you do business. While not technically a…

When You Need an Extension to File or Pay Your Taxes

For those about to miss the deadline for filing a 2015 tax return or paying taxes, there’s hope. MWE Tax Partner Lance Christensen offers advice via PBS Next Avenue on what can be done ahead of this year’s April 18th deadline.

3 income-tax-smart gifting strategies

If your 2015 tax liability is higher than you’d hoped and you’re ready to transfer some assets to your loved ones, now may be the time to get started. Giving away assets will, of course, help reduce the size of your taxable estate. But with income-tax-smart gifting strategies, it also can reduce your income tax…

What to do when you cannot pay your taxes

What happens when affluent individuals cannot pay their income tax? MWE Tax Partner Lance Christensen offers his thoughts in a recent Reuters article.

What’s your charitable donation deduction?

When it comes to deducting charitable gifts, all donations are not created equal. As you file your 2015 return and plan your charitable giving for 2016, it’s important to keep in mind the available deduction: Cash. This includes not just actual cash but gifts made by check, credit card or payroll deduction. You may deduct…

Beware of State Tax “Wind-Chill” Effect

The winter of 2015-2016 has been particularly mild here in the Northeast. However, the winter winds often made it difficult to gauge how cold it really felt by simply looking at the thermometer. Despite mostly mild days, on several days the wind combined with the ambient temperature resulted in “wind chills” in the single digits…

4 Smart Things to do with your Tax Refund

As tax season heats up and you start receiving your tax refund check in the mail (or through direct deposit), you should consider other options than spending it on just anything. Partner Lance Christensen shared his thoughts with Newsday about how to best spend that newly found cash:

Texas Franchise Tax – There’s More to Compliance than Meets the Eye

For most entities subject to the Texas Franchise Tax, a two page form must be completed to calculate the tax due. So how difficult can that be to fill out, right? You’d be surprised. Filing in Texas is a whole lot more complicated than it first appears. In order to do it correctly, you’ll need…

No one knows your business like you do, but running a successful business is a challenge that requires outsourced skills and expertise. By teaming with MWE, you can focus on the core business that makes your company great, with the confidence that a trusted professional is attending to your other business obligations. Our partners understand the intricacies of your operations, as well as the industry rules that govern them, including ongoing changes that may be critical to your business’ long-term health and success.

A well-mapped plan for your business is essential to its success. As your business goes through its life cycle, those plans will need to adapt and change. As your trusted advisor, MWE can offer you tailored and in-depth guidance to reach your goals. We specialize in a variety of accounting, tax, business and personal advisory services which enable us to guide you to your desired destination.

Contact Us

Contact Us
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Long Island

400 Garden City Plaza, Fifth Floor, Garden City, NY 11530
T 516.747.2000 // F 516.747.6707

New York City

757 Third Avenue, Suite 2002, New York, NY 10017
T 212.973.1000 // F 212.973.1004

Grand Cayman

27 Hospital Road, Fifth Floor, P.O. Box 1748GT
George Town, Grand Cayman, Cayman Islands, B.W.I