CSI Group, LLP. – CPAs is a comprehensive financial services firm specializing in tax preparation, retirement planning, and estate planning for middle-class individuals and families. Since 1973, the firm has distinguished itself by offering a full suite of professional services typically accessible only to high-net-worth clients, making expert financial guidance available and affordable for everyday families.
The firm takes a holistic, team-based approach, grouping CPAs, IRS Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners to address specific client needs. With over 50 years of experience, CSI Group helps clients navigate complex financial landscapes, maximize savings, avoid penalties, and make crucial decisions that impact their families for generations. They offer free reviews of the past three years’ taxes and have recovered significant refund money for clients due to errors on previous returns.
Services Offered
- Tax Preparation
- Financial Planning
- Retirement Planning
- Estate Planning
- Business Services
- Investment Advisory
- Will Planning
- Trust Planning
- Certified Public Accounting
- Elder Law Attorney Services
- Tax Attorney Services
CSI Group operates 19 locations across New Jersey and 2 in New York, providing widespread accessibility to clients throughout the region. Their team is equipped to serve a diverse client base with tailored strategies for various financial situations, ensuring personalized and effective support.
