Martin Stein, JD, CPA, CFP®️️

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.