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CSI Group, LLP
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Association/Alliance
Business Services
Consulting/Advisory
Human Resources
Information Technology
Insurance
Real Estate
Software
Finance & Accounting *
Accounting
Advisory
Banking
Tax
Wealth & Investments
Education & Learning *
Continuing Education & Training
Credentials and Licensing
Exam Prep
Higher Education
Legal *
Business Law
Employment Law
Estate Planning
Family Law
Litigation
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About
1599 Route 34 South Suite 2, Wall Township, , NJ 07727
Overview
Expert Financial Guidance for Families and Businesses in NJ and NY
With over 50 years of experience, this accounting firm specializes in providing comprehensive financial services to families and businesses in New Jersey and New York. The team's broad expertise encompasses not only tax preparation and planning but also retirement planning, estate planning, and investment advisory. Staffed by a professional team of CPAs, IRS Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners, the firm is organized into specialized teams to meet the unique needs of each client. The firm prides itself on its ability to identify numerous errors on tax returns prepared by others, helping clients reclaim significant sums in lost refunds.
The firm distinguishes itself through its personalized, family-oriented approach to client service, having evolved from a small Brooklyn office to one of the most respected tax and financial firms in the Northeast. Their long-standing reputation is built on providing exceptional service and valuable financial advice through one-on-one interactions, ensuring that each client feels valued and understood. Offering year-round availability, the firm is committed to guiding clients through complex financial landscapes, helping them make critical decisions that secure their future and that of their heirs.
Expert Financial Guidance for Families and Businesses in NJ and NY
With over 50 years of experience, this accounting firm specializes in providing comprehensive financial services to families and businesses in New Jersey and New York. The team's broad expertise encompasses not only tax preparation and planning but also retirement planning, estate planning, and investment advisory. Staffed by a professional team of CPAs, IRS Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners, the firm is organized into specialized teams to meet the unique needs of each client. The firm prides itself on its ability to identify numerous errors on tax returns prepared by others, helping clients reclaim significant sums in lost refunds.
The firm distinguishes itself through its personalized, family-oriented approach to client service, having evolved from a small Brooklyn office to one of the most respected tax and financial firms in the Northeast. Their long-standing reputation is built on providing exceptional service and valuable financial advice through one-on-one interactions, ensuring that each client feels valued and understood. Offering year-round availability, the firm is committed to guiding clients through complex financial landscapes, helping them make critical decisions that secure their future and that of their heirs.
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Contacts
Robert Greco
CSI Group, LLP
Locations
1599 Route 34 South Suite 2, Wall Township, , NJ 07727