Csi Group

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165 State Route 35
Red Bank, NJ 07701
+1 (732) 224-3990
http://csicpa.com

CSI Group is a financial services firm based in New Jersey, offering a comprehensive range of services including tax preparation, financial retirement planning, estate planning, and business services. Since 1973, the firm has been dedicated to helping middle-class individuals and families navigate the complexities of their financial lives with accessibility and affordability.

With a professional team consisting of CPAs, IRS Enrolled Agents, Certified Estate Planners, and Certified Financial Planners, CSI Group is equipped to provide tailored support for a variety of financial needs. Their extensive experience enables them to assist clients in making informed decisions that can positively impact their financial future and that of their families.

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2.052 reviews
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Brenda H.
3/24/2022

The building is not handicapped assessable. It took them a month and a half to electronically file our taxes last year. They said it was because they have another accountant second check the work....

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Evelyn B.
4/14/2025

These guys are terrible, expensive and unhelpful. with the amount I owe flip flopping around leaving not knowing what to expect. For $500 I'm left to sort out with the IRS alone. Go with James...

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Karen S.
3/19/2025

CSI makes it easy to make an appointment during the busiest time. Knowledgeable friendly accommodating staff . The cost is comparable to other accounting firms, maybe less. We've used them for...

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Jay D.
2/25/2025

Top Tier! Went to have our taxes done, $300 and had everything back in a few days. Very professional and answered all my questions, plus some extra advice. Gave me all the time I needed. We set up...

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Joe O.
3/5/2025

Bob why did you have to merge into this terrible firm and then retire on me! Since they took over they have raised the cost of a simple 1040 return year over year by a substantial amount. Now this...

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