• Where Is My refund?

    Click below to track your refund.

    Track Your Refund
  • Have Unfiled Tax Returns?

    We can help. Get up to date today, worry free.

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  • Free Review of Past Three Years Taxes?

    Our firm has found thousands of errors on tax returns prepared by others. CSI Group has helped clients get back hundreds of thousands of dollars in lost refund money.

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  • Are your investments safe?

    This is scary time; the stock market is at all time risk levels, banks are on shaky ground, and inflation is at all time highs. CSI Group can guide you through it. Call us today to secure your investments. 

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  • Is your retirement at risk?

    Many Americans retirement plans, IRAs, 401(k)'s, and retirement savings are at risk. 


    You have options. 

    We Can Help
  • Is your Estate Plan up to date?

    Preserve what you have built, and protect your family for generations to come. 


    Through will planning, trust planning, and estate planning, we can utilize all of the options available. 



    Full Planning Available
  • Free Review of Past Three Years Taxes

    Our firm has found thousands of errors on tax returns prepared by others. CSI Group has helped clients get back hundreds of thousands of dollars in lost refund money.

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  • Have Unfiled Tax Returns?

    We can help. Get up to date today, worry free.

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  • Focus On Your Tomorrow Seminar

    On November 4th and November 5th CSI Group hosted a free educational seminar and breakfast, at Brookdale Community College. 

    Recap Video Coming Soon

Welcome To CSI Group, LLP

From Taxes to Retirement,

Let Our Family Guide Yours!


CSI Group is the team that New Jersey & New York families need on their side, 
with a full suite of services specifically tailored to address the financial issues that affect your family! 

Since 1973, CSI Group has been here to help you and your family succeed 
in what has become a very complicated financial landscape for most families. 

We handle your taxes. We handle your investments. We handle planning for retirement. 
We handle your estate and estate planning needs. 
So your family, your children, your grandkids, and your heirs get what you intend for them.

All of these items are complicated to navigate enough individually and managing them all together seems impossible. 
CSI Group has perfected this over 50 years.



Our professional team of CPAs, (IRS) Enrolled Agents, Certified Estate Planners, Certified Fraud Examiners, and Certified Financial Planners are grouped into teams centered around the specific client need to provide the highest level of client service. Their experience serving a large and diverse client base provides them with a wealth of intellectual capital regarding tax strategies for a variety of situations. They are in a position to assist their clients in making crucial financial decisions that may affect their lives and their families lives for years to come.

Read Our History >

Firm News


"We're proud to be New Jersey at 101.5 and I'm proud of our long association with the CSI Group, New Jersey's premier tax and estate planning firm."

Contact Us


Call us toll free...

1-800-TAX-LAWS

1-800-829-5297

Call us at any time and speak directly to a firm partner or family member about our services.

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