CSI Group LLP

CSI Group LLP is a family-focused financial services practice that brings tax work, retirement planning and estate matters under one roof. It is chiefly aimed at households in New Jersey and New York, with further locations listed in Florida and Washington, DC, and an international service. The firm has operated since 1973.

What CSI Group LLP offers

• Income tax preparation — annual returns for individuals, plus help catching up on unfiled returns.
• Tax return reviews — checks of the last three years of returns prepared elsewhere, looking for errors and missed refunds.
• Retirement planning — guidance on IRAs, 401(k) accounts and other retirement savings.
• Retirement investments — lower-risk investment options for people approaching or in retirement.
• Estate, trust and will planning — arranging how assets pass to children, grandchildren and other heirs.
• Estate taxes — handling the tax side of passing on an estate.

Who it works with

The practice serves individuals and families, with a particular focus on New Jersey and New York households.

Key facts

• Founded: 1973
• Locations: New Jersey, New York, Florida and Washington, DC
• Team: certified public accountants, financial planners, estate planners and fraud examiners, plus IRS Enrolled Agents, organised into teams around client needs