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Accounting Firm

CSI GROUP, LLP. - CPAs

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

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About CSI GROUP, LLP. - CPAs

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

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

Categories & features

Rankings

As of 2026-10-08. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1973 (53 years) evidence sent

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