Accounting Firm

CSI GROUP, LLP.

CPA-led New Jersey practice offering tax preparation, investment advice and estate planning for middle-income families

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TrustList summary

CSI GROUP, LLP. - CPAs is a New Jersey financial services firm combining tax preparation, investment advisory work and estate planning. Its stated aim is to give middle-income individuals and families access to advice more usually offered to wealthy clients, and it has done this work since 1973. Its client base is centred on New Jersey and New York households.

What CSI GROUP, LLP. - CPAs does

Tax preparation: scheduled appointments for income tax returns, with attention to avoiding penalties.
Prior-year tax reviews: a look back over three years of returns filed by other preparers to spot errors and recover refunds.
Investment advice: guidance on protecting savings and choosing safer investments.
Retirement planning: reviewing IRAs, 401(k) plans and other retirement savings.
Estate planning: wills, trusts and wider estate plans to protect assets for future generations.

Who it serves

The firm serves middle-class individuals and families, mainly in New Jersey and New York.

Key facts

Based in: New Jersey, United States
Founded: 1973
Team: certified public accountants, financial planners, estate planners and fraud examiners, plus IRS Enrolled Agents
Other locations: New York, Florida and Washington, DC

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

grouped
New York
New Jersey
Tax
York
Us,

Rankings

CSI GROUP, LLP. is ranked on 1 TrustList ranking at #10.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. CSI GROUP, LLP. has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#10of 31
New jersey
It is one of 2 here listing grouped and one of 40 here listing tax.
Its profile: “- CPAs is a New Jersey financial services firm combining tax preparation, investment advisory work and estate planning.”
Of the 31 here, 40 also cover tax and 33 also cover accounting; 8 also work in York and 7 also work in New York.
Behind Business Accounting Systems, PC, ahead of CSI Group LLP.

As of 2026-10-31. Organic ranks only; sponsored placements are never ranks. How TrustList ranks