CSI Group – Tax, Financial Planning & Investment Advisory New Jersey and New York families trust CSI Group when they want more than a tax preparer — they want a team that handles their entire financial picture under one roof. We combine tax preparation, investment management, retirement planning, and estate planning into a single, coordinated relationship. No more chasing three different advisors or wondering if your CPA knows what your financial planner is doing. Our team works together so your strategy actually holds together. Every CSI client also receives a complimentary CSI360 Financial Health Checkup — a thorough annual review that shows you exactly where you stand and what to do next. Think of it like a physical for your finances. With 23 offices across NJ and NY, we've built long-term relationships with over 16,000 households — from young families just starting to build wealth to retirees protecting what they've earned. We call it integrated financial services. Our clients call it a relief.
We specialized in : 1. Retirement Planning 2. College Savings 3. Life Insurance 4. Tax Savings Strategies 5. 401K, IRA, Roth & SEP Rollovers 6. Will & Trust 7. Long Term Care (LTC)
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EisnerAmper is a premier accounting and advisory firm providing a full range of audit, accounting, tax, and outsourcing services, as well as a complete suite of professional advisory services to individuals and families as well as organizations at all stages of development, across all major industries.
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Perfect Tax is a well-known business service firm of USA specialized in providing international Tax Planning and structuring International Business Operations so as to assure lowest worldwide Taxes and full proof liability protection for Business operators with complete lawful compliance of Tax Laws of respective countries. In addition to above it provides all business services including Incorporation, Bookkeeping, Payroll, Sales Tax, State Tax, Federal tax, Property tax and Financial Services including Business Loans, SBA Loans, CFO Services, Budgeting, Cost Accounting and Cost Segregation.
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